How to Keep Your Cash (Session 3 of 3)

Date & Time

Wednesday, 21 February 2018 - 9:00am to 11:00am

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Location

Thea Koerner House, Graduate Student Centre, 6371 Crescent Road, UBC, Point Grey campus

Organizer

Postdoctoral Fellows Office

 

 

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

Francis N. Wong

Partner - Taxation, KPMG Enterprise 

Francis Wong

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

Ryan Gill

Senior Manager, Tax, KPMG

Ryan Gill, CPA, CA, CPA (New Hampshire) is a Senior Tax Manager in KPMG LLP’s Global Mobility Services 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 

Registration in this workshop is required, and will open closer to the workshop date.

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