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US / Canada Estates & Trusts Currency Converter
Jonathan Levy , MBA, CPA, CA
Partner
Areas of Professional Expertise
- Canada - US cross-border tax and business issues
- Regulation 105 and Regulation 102 issues
- Set-up and sale of real estate and US-Canada tax issues
- International, Corporate and Personal tax planning
- Trusts and Estates
- Financing of small and medium sized businesses
- Strategic planning
Education & Designations
- Chartered Public Accountant (Québec) and Chartered Accountant (Ontario) [CPA, CA]
- Certified Public Accountant (Illinois) [CPA]
- Trust and Estate Practitioner [TEP]
- MBA (Concordia University)
- Graduate Diploma in Public Accountancy (McGill University)
- BA (Honors) Political Science and Sociology (McGill University)
Achievements
- Liaison partner to UHY International
- Chairman of the UHY Canada US Tax Team (CUTT)
- Lecturer at McGill University in the areas of Finance and Taxation
- Partner responsible for the firm's marketing program
Memberships
- American Institute of Certified Public Accountants (AICPA)
- Ordre des Comptables Professionnels Agréés du Québec
- Canadian Institute of Chartered Professional Accountants
- Institute of Chartered Professional Accountants of Ontario
- Society of Trust and Estate Practitioners (STEP)
Public Speaking & Presentations
- "US Fiscal Cliff Deal - Tax Update"
(UHY Victor US Tax Team, Montreal - 2013) - "Tax Issues: US Individuals and US Corporations Resident in Canada"
(STEP US Canada Special Interest Group, Internet Conference - 2012) - "Tax Issues for Americans Resident in Canada"
(STEP US Canada Special Interest Group, Internet Conference - 2012) - "Canada US Tax Planning"
(UHY Regional Meeting, Cartagena - 2012) - "Tax Issues for American Ex-Pats"
(UHY Regional Meeting, Cartagena - 2012) - "Doing Business in Canada"
(UHY Roundtable, Detroit - 2011) - "Canada US Tax Planning"
(UHY Regional Meeting, Puerto Rico - 2011) - International Tax Session Chairperson
(UHY Regional Meeting, Cancun - 2010) - "Glaxco Canada Suffers a Case of Indigestion!"
(UHY Regional Meeting, Cancun - 2010) - "Taxation of Investment Income" & "Corporate Taxation"
(McGill University - 2009) - "Canada US Tax Planning"
(UHY Regional Meeting, Cancun - 2008) - "Holding Corporations - the Good, the Bad and the Ugly"
(Accountants Study Group and STEP Study Group - 2007)
Blog
Regulation 102 and 105 - Be aware and beware!
on Monday, May 6, 2013 Our firm has recently seen a major increase in Regulation 102 and Regulation 105 related inquiries and mandates. Our experience is that the...
Beware of Tax Shelter "Schemes" !
on Monday, November 12, 2012 (October 30, 2012) The Canada Revenue Agency (CRA) issued a news release stating that it is implementing “additional steps to protect taxpayers by...
Canadians giving gifts to Americans
on Friday, November 9, 2012 Canadian parents (who are not Americans/Green Card Holders) often want to want to give gifts to their children who are US citizens or Green Card...
Non-resident sale of Canadian / Quebec real estate
on Sunday, April 1, 2012 I have recently assisted a non-resident vendor of Canadian / Quebec real estate. The law states that a non-resident vendor of real estate...
US Estate Tax Update (July 2010)
on Tuesday, July 20, 2010 At present tax planners are waiting for the US government to clarify the future of US Estate Taxes. Effective January 1, 2010 the US federal...
