Jon Levy

Jon Levy

MBA, CPA auditor, CA
Partner

This post is also available in: Français (French)

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)
  • Member of Montreal Executive Committee (STEP – Society of Trust and Estate Practitioners)
  • 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
  • Form 5472: Reporting Foreign Ownership for 2019 (UHY Victor US Tax Team, Montreal – 2019)
  • GILTI Tax (Sec 951A) – Implications for Americans in Canada (UHY Victor US Tax Team, Montreal – 2019)
  • Section 199A Deductions  (UHY Victor US Tax Team, Montreal – 2019)
  • 2018 Repatration Tax (IRC 965) (UHY Victor US Tax Team, Montreal – 2018)
  • 2018 Tax Cuts and Jobs Act  (UHY Victor US Tax Team, Montreal – 2018)
  • Editor “2018 Canada US Tax Survival Guide”
  • FIRPTA at the state level – 2018  (UHY Victor US Tax Team, Montreal – 2017)
  • FIRPTA Issues for 2018  (UHY Victor US Tax Team, Montreal – 2017)
  • US Gain on Sales of Interests in ECI-Generating Partnerships by Foreign Partners (UHY Victor US Tax Team, Montreal – 2017)
  • “Top 10 Transfer Pricing Issues for 2018” (UHY Regional Conference, Mexico – 2017)
  • 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)
  • “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”