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Taxation of Americans in Canada: Are you at risk? (Cross-Border Series) Paperback – April 19, 2016

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Editorial Reviews

From the Author

Taxation of Americans in Canada is the fifth book in the cross-border series.  This book, as well as all of the books in the series, attempts to provide the reader with important information for the Canada-US taxpayer. 
While the topics are broad and complex, we have attempted to make the material, if not interesting, at least readable.  We tried to strike a balance between too much information, which would make the reading very dull, and too little information, which would make the material useless.
We hope you find the book valuable and that you provide a review of the book, so that we, the authors, can improve the next edition of the book.
Thank you.

About the Author

Dale Waters is the Director of Canada-US Tax Services at BeachFleischman.  Dale was formally a partner, CEO and Chairman at KeatsConnelly, the largest North American cross-border wealth management firm. He holds a BS in Accounting, is a US Certified Public Accountant, Personal Financial Specialist, CERTIFIED FINANCIAL PLANNER™ professional (US and Canada). He was named a Top US Financial Advisor by Mutual Funds Magazine in 2001 and 2002.  Dale lives in Arizona.

Sally Taylor is the Chief Operating Officer at Cardinal Point Wealth Management.  Sally was previously a partner and the CEO at KeatsConnelly. She holds a BS in Accounting, an MS in Financial Planning, and is a US Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and CFP(R) professional in the US.  Sally lives in Arizona.

David Levine is a partner in Cross Border Tax & Accounting.  David was previously the International Tax Manager at KeatsConnelly.  He has a Bachelor's degree in Accounting, is a Canadian Chartered Professional Accountant (CPA), and a US Certified Public Accountant (CPA).  David lives in Florida.

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KENNETH G.
4.0 out of 5 stars Useful Guide
Reviewed in Canada on August 20, 2017
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