Date & Time
Location
Organizer
Update February 28, 2023: Due to high interest in this session, we have extended the session time from 9:00 AM - 12:00 PM to accommodate an extra hour of Q&A time with the facilitators.
Whether you're looking for tips or advice on how to better file your taxes as a postdoc, or are new to Canada and need an overview of the Canadian Tax System, this information session and Q&A will provide you with the information you need. The session comprises an hour-long presentation and two hours for Q&A with the facilitators. The session aims to address:
- A brief overview of the Canadian Tax System
- The general process for filing a tax return
- Individual responsibilities for filing Canadian tax
- Eligible versus in-eligible tax deductions
- Scholarships/fellowships and bursaries, and tax exemptions
For a more broad overview of Canadian taxes, the Canada Revenue Agency Outreach team will also be offering info sessions on Thursday, February 23, 2023 from 12:00 PM - 1:00 PM, Wednesday, March 22, 2023 from 4:00 PM - 5:00 PM and Tuesday, April 11, 2023 from 9:00 AM - 10:00 AM . This session is designed to complement the hour-long info sessions offered by the Canada Revenue Agency. While there may be some information similar between both sessions, this session offers more opportunities for Q&A with tax professionals.
FACILITATORS
Francis N. Wong
Partner - Taxation, KPMG Enterprise
Francis Wong, CPA, CA, is a Tax Partner in KPMG’s Enterprise Group, which focuses on private companies and their owners. He advises individuals and their businesses on a variety of tax matters, including estate and post-mortem planning, corporate reorganization and succession planning, divestitures and cross-border investment structuring. He also oversees the preparation of Canadian income tax returns for individuals, partnerships, corporations and trusts.
Ryan Gill
Partner, Tax, KPMG
Ryan Gill, CPA, CA, CPA (New Hampshire) is a Partner in KPMG LLP’s Global Mobility Services tax group. Ryan practices in the area of tax planning and compliance for individuals, estates and trusts in a US and cross-border context. He advises individuals on both sides of the border on tax matters related to their residence, compensation including equity compensation, investments including real estate, retirement plans, estates, trusts, gifts and expatriation. He is also involved in the preparation of Canadian and US tax returns for individuals, estates, and trusts.
REGISTRATION
Update Monday, March 13, 2023: This session is currently full. Those registering at this time will be placed on the waitlist and will be contacted if a seat becomes available.
Registration in this session is requested, and is now open. Those successfully registered will receive a confirmation email and Zoom link within a week of the workshop date. As part of the registration form, registrants will be able to submit questions in advance that will be circulated to the KPMG team. We will endeavor to answer as many questions as possible during the session, but may not be able to provide responses if questions are very situation-specific.
ACCESSIBILITY
If you have a disability, medical condition, or accessibility concern that may affect your full participation in the event, please email postdoctoral.fellows@ubc.ca in advance of the event.
DELIVERY FORMAT
This session will be delivered online via Zoom. The following suggestions may help to improve the online experience:
- Use headphones to reduce noise and avoid feedback between your mic and speaker.
- Ensure that you are in a quiet location so that the audio does not get polluted with unwanted noise.
- Keep your microphone on mute unless you are speaking during the session.
- In case of technical problems, time for plugin downloads, etc., please attempt to log into the Zoom meeting 10-15 minutes before the start. You will be placed in the waiting room until the official start time.