Preparing U.S. Personal Tax Returns for Cross Border Persons – Practical Guidance and Recent Experiences

There has been a great deal of attention focussed on the information reporting requirements that have arisen for U.S. citizens living broad.  Once you have determined that your client is a U.S. citizen and has a U.S. tax filing requirement . . . then what? 

The first webinar in this two-part series, presented by Westmark Tax Group will take you through some of the basic tax issues to consider for U.S. Persons living in Canada. This webinar will give you the practical guidance you need to get your client filings prepared, and will steer you clear of some of the common errors made by practitioners. Topics to be discussed will include:

Part I – Foundational Topics:


  • US Tax Law Updates for 2019
  • Administrative issues for filing U.S.1040 Individual Tax Returns
  • Preparing U.S. Income Tax Returns for U.S. Persons living in Canada – Line by Line Review of the Common Forms
  • Recent Experiences for U.S. Disclosure Initiatives and I.R.S. Enforcement Actions
  • U.S. Tax Reporting for Canadian Snowbirds
  • Foreign Property Information Disclosure Requirements – Report of Foreign Bank and Financial Accounts (FBAR) / FinCEN Form 114
  • Review of common tax compliance issues for US Persons living in Canada

The cross-border tax issues for U.S. persons living in Canada continue to attract a lot of attention for Canadian tax.  The second in this webinar series builds on the first part above and is designed to take you that one step further to understanding some of the more advanced common tax issues to consider for U.S. Persons living in Canada. Topics include:


Part II - Overview of Common Cross-border Issues:

  • Canadians Purchasing and selling U.S. Real Estate and tax reporting requirements for U.S. rental income
  • Reporting of income/gains from Canadian mutual funds – Passive Foreign Investment Company (PFIC) Rules
  • Ownership of non-U.S. Corporations and filing of Form 5471
  • The impact of GILTI and repatriation tax regime
  • U.S. Tax Rules related to Certain Canadian Accounts (RRSP/RESP/TFSA)
  • Review impact of the 3.8% Net Investment Income Tax (NIIT) on investment income for U.S. Persons
  • Expatriation

Target Audience

This webinar will be of most interest to accountants and tax practitioners practicing independently or in small to medium-sized firms.  It will also benefit most other professionals who provide services to US citizens, such as lawyers and financial planners.

Professional Development Credits

Wolters Kluwer Canadian professional development programs are designed to meet the continuing education requirements of a variety of professional associations. These requirements do vary by association and region.  Please consult your provincial association to ensure this webinar meets the continuing professional development standards for your specific situation.

This Webinar Includes:

  • 30 days to review the webinar recording
  • Print version of the presentation slides

This webinar is being presented by Westmark Tax, a Canadian tax firm specializing in cross-border U.S. and Canadian tax issues

Mohammad (Mo) Ahmad 

Mohammad is a Partner at Westmark Tax Group.  He has over 17 years of experience providing expatriate tax services to corporate and individual clients. Prior to joining Westmark, Mohammad spent over 12 years with Big Four accounting firms in Toronto, London, UK and Vancouver.   He has extensive advisory experience on tax issues relating to global mobility including employee incentive plans such as stock options, restricted shares and other executive incentive plans.

Mohammad is also a member of the Law Society of Upper Canada and received his law degree from the University of Toronto. He has an undergraduate diploma in managerial accounting from Wilfred Laurier University and an economics degree from the University of Western Ontario. He is the chair of the Pacific Regional Committee for the Canadian Employee Relocation Council (CERC) and is on the Vancouver Board of TiE (The Indus Entrepreneur), an organization dedicated to promoting global entrepreneurship and the Tigra Foundation, a public foundation dedicated to the protection of cats and dogs.


Debra Lewis-Mahon 

Debra is Managing Director at Westmark Tax Group. She has over 10 years of dedicated experience providing US tax consulting, compliance, and representation services to both domestic and international individuals, businesses, and accounting firms such as Westmark Tax, Grant Thornton LLP and CACG PC. 

Debra is an IRS Enrolled Agent (EA) licensed by the US Department of the Treasury as a tax expert authorized to represent taxpayers before the IRS. Considering three countries home, she is uniquely qualified to understand the intricacies of US tax for international taxpayers.

* Registrations for each Live Webinar are available until the start of each program. We reserve the right to substitute speakers in the case of instructor illness. In the event that we must cancel a Live Webinar, all registrants will be notified immediately and given the opportunity to either transfer their registration to another Live Webinar or a Recorded Webinar or obtain a refund. For all Live Webinars that are recorded, participants will have access to the recording for three months following the Live Webinar. Partial credit will not be awarded for attendees that are not present for the entirety of the Live Webinar. Credit will not be awarded if an attendee does not answer all of the polling questions. Additional credit will not be awarded due to the instructor presenting over the allotted time.