How to Keep Your Cash - An Introduction to the Canadian Tax System

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 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, 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

Registration in this workshop is required, and is now open. Those postdocs successfully registered will receive a confirmation email within one week of the workshop date.

Accessibility

If you have a disability or medical condition that may affect your full participation in the event, please email postdoctoral.fellows@ubc.ca in advance of the event.

DELIVERY FORMAT

Due to the ongoing situation surrounding COVID-19, 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.