How to Keep Your Cash: The Canadian Tax System (Thursday Morning Session)

Registration in this workshop is required, and is generally limited to currently-appointed UBC postdoctoral fellows. Interested registrants will be confirmed on a first-come first-served basis with minor preference given to more senior postdocs. Successfully registered postdocs will receive a confirmation email from the PDFO within one week prior to the workshop. All cancellations must be received no later than 24 hours in advance of the workshop.

Whether you're looking for tips and 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 2 hour workshop followed by a Q&A session will provide you with the information you need which includes:

• 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

Facilitators

Dave Magdalinski

Dave Magdalinski, CMA - Partner, Tax at KMPG,  is a Partner in the Tax practice in Edmonton and KPMG’s regional Public Sector Tax Leader. He has more than 12 years of experience serving various not-for-profit organizations including universities and local governments.

In this role, he devotes significant time to various tax issues related to not-for-profit organizations. This includes working with organizations to develop policies and procedu res regarding taxable benefits and other tax matters as well as assistance with understanding the tax rules for Charities. Prior to joining KPMG in 2000, Dave spent four years with the Canada Revenue Agency where he worked in the audit division and on various special investigation projects.

Dave is a graduate of the University of Alberta. He currently sits on the board for three not-for-profit organizations as well as being a group study leader for the Canadian Institute of Chartered Accountants (CICA), Part II, in-depth tax program.

Terence Wong

Terence Wong, CA, CPA - Partner at KPMG, leads KPMG’s U.S. and Cross Border Tax practice in Edmonton and the Region practice in Western Canada and is part of KPMG International's global tax network. For the past 21 years, he has served numerous clients designing and implementing tax reduction strategies for Canadian and International businesses, financing and investment using offshore entities, tax planning and compliance for multinational concerns, international executive tax planning and compliance, and cross-border corporate reorganizations.

Terence has reviewed numerous US tax withholding matters and the US charitable tax filing for Universities. He also has extensive experience with US personal tax return preparation which is extremely valuable for him to be able to provide proactive advice regarding individual personal tax issues.