Meet Renate…

Prior to starting with Expat US Tax in 2013, I was a Senior Manager in the expatriate tax department at PricewaterhouseCoopers LLP and have worked as a tax practitioner since 1990. I began working in a small local tax services firm where I prepared Canadian income tax returns for individuals and provided bookkeeping, Goods & Services Tax and payroll services for small companies.

I started in expatriate tax with PricewaterhouseCoopers LLP in 1999 and in 13 years with the firm, I worked in the Montreal and Melbourne offices. During this time I have developed an extensive US and Canadian expatriate and inpatriate tax expertise.

Renate’s qualifications

✔ EA 

✔ IRS qualified Enrolled Agent  

Watch Renate in action…

Who needs to file IRS Forms 3520 and 3520-A for their TFSA and RESP?

U.S. citizens and residents can legally create foreign trusts. Transactions from these and from any other worldwide income must be taxed in the U.S. according to the tax laws. If they fail to declare these on their tax filing, there are consequences in…
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