Jon Levy

MBA, CPA auditor, CA

Partner

Jon Levy


Areas of Professional Expertise

  • Transfer Pricing
  • Canada - US cross-border tax and business issues
  • Regulation 105 and Regulation 102 issues
  • Voluntary Disclosures (Canada/CRA and Quebec/Minister of Revenue)
  • International, Corporate and Personal tax planning
  • Trusts and Estates
  • Financing of small and medium sized businesses
  • Strategic planning

Education & Designations
  • Chartered Professional Accountant (Québec and 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
  • Co-Chair of the UHY Victor Canada US Tax Team (CUTT) (Ongoing)
  • Partner responsible for the firm's marketing program (Ongoing)
  • Liaison partner to UHY International (2010 - 2015)
  • Lecturer at McGill University & Concordia University in Finance and Taxation (1995-2010)

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
  • Illinois CPA Society
  • Society of Trust and Estate Practitioners (STEP)

IRS PTIN (Preparer Tax Identification Number) Registration


Public Speaking & Presentations
  • "Top 10 Transfer Pricing Issues for 2018" (UHY Regional Conference, Mexico - 2017)
  • Editor "2017 Canada US Tax Survival Guide"
  • 2017 Streamlined Filings and SSN Requirements (UHY Victor US Tax Team, Montreal - 2017)
  • Reducing IRS Penalties: Procedures and Tips (UHY Victor US Tax Team, Montreal - 2017)
  • Controlled Foreign Corporations and Functional Currency (UHY Victor US Tax Team, Montreal - 2016)
  • "2017 - Post-Election US Tax Update" (UHY Victor US Tax Team, Montreal - 2016)
  •  Editor "2016 Canada US Tax Survival Guide"
  • "US Taxation of US Citizens Living Abroad" (UHY Regional Conference, Panama - 2016)
  • "Income Resourcing and Foreign Tax Credits - How to Avoid Double Tax" (UHY Victor US Tax Team, Montreal - 2015)
  • "Treaty Based 1040 NR's and International Reporting Requirements" (UHY Victor US Tax Team, Montreal - 2015)
  • "Bye Bye Form 8891 - Been Good to Know You!" (UHY Victor US Tax Team, Montreal - 2014)
  • "U.S. LLC's and Canadian Investors: Opportunities and Pitfalls" (UHY Victor US Tax Team, Montreal - 2014)
  • "2014 Foreign Asset Reporting: Canada and the US" (Public Mutual Fund, Toronto - 2014)
  • "Canada - US Foreign Reporting in 2013: from the FBAR to the T1135" (STEP US Canada Special Interest Group, Internet Conference - 2013)
  • "CRA Foreign Reporting - 2013 Changes" (UHY Victor, Montreal - 2013)
  • "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)
Favourite Quote:
"Any problem you can't solve with a good guitar is either unsolvable or isn't a problem"
 


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Blog

Transfer Pricing - CRA states that the cost of capital property does not become statute barred

on Wednesday, June 14, 2017 (June 14, 2017) Generally transactions becomes “statute barred” in Canada after three years and are not subject to adjustments by the Canada...

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Voluntary Disclosures in Canada and Quebec

on Monday, January 9, 2017 (Jan 9, 2017) Our office has processed a large number of voluntary disclosures over the past 24 months with both the Canada CRA and Quebec Minister...

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2017 Canada US Tax Survival Guide Released ...

on Friday, January 6, 2017 Please click here to download our 2017 Canada US Tax Survival Guide and let us know what you think!

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2016 Canada US Tax Survival Guide Released ...

on Monday, February 1, 2016 We are pleased to release our 2016 Canada US Tax Survival Guide ...

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IRS Payment Options

on Wednesday, March 18, 2015 (March 18, 2015) The Internal Revenue Service has reminded taxpayers that it’s possible to pay their taxes electronically. Taxpayers who owe taxes...

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IRS increases in the foreign-earned income exclusion and estate exclusion for 2015

on Monday, November 3, 2014 The foreign-earned income exclusion for US persons will rise by $1,600 to $100,800 in the 2015 tax year. The estate exclusion will go up by...

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UHY VICTOR SENCRL • LLP
Société de comptables
professionnels agréés •
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Professional Accountants

759, rue du Square-Victoria, #400
Montréal, Québec, H2Y 2J7
Canada

+1 514 282 1836

UHY VICTOR UHY VICTOR LLP (the “Firm”) is a member of Urbach Hacker Young International Limited, a UK company, and forms part of the international UHY network of legally independent accounting and consulting firms. UHY is the brand name for the UHY international network. The services described herein are provided by the Firm and not by UHY or any other member firm of UHY. Neither UHY nor any member of UHY has any liability for services provided by other members.