Warren Dueck, FCPA, FCA, CPA (Washington), Author at Andersen in Canada

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Top 5 Tax Issues for Canadians with a Biden Presidency

Warren Dueck, FCPA, FCA, CPA (Washington) 10/27/2020

Nobody knows yet who is going to win the U.S. presidential election on November 3rd and that may be uncertain even then. The polls show Joe Biden will win, but they weren’t right in 2016. Biden has identified his plans to change U.S. tax policies, ...

Top 5 Tax Issues for Canadians Moving to the U.S.

Warren Dueck, FCPA, FCA, CPA (Washington) 08/13/2020

Moving to another country is the most significant tax event is most people’s lifetime. There are wins to be taken advantage of and traps to be avoided. Canadians often view the U.S. as a tax opportunity. In many ways that is true, but you may be able ...

Filing Strategies for Delinquent U.S. Taxpayers: Bad News and Good News.

Warren Dueck, FCPA, FCA, CPA (Washington) 06/15/2020

U.S. citizens and Green Card holders living outside the United States are often unaware of their U.S. tax filing and disclosure obligations. In a two-part video series, Andersen partner, Warren Dueck reviews the obligations and strategies available to delinquent U.S. taxpayers. The videos cover who ...

Tax Residency. Why It Matters and How It Is Determined.

Warren Dueck, FCPA, FCA, CPA (Washington) 06/15/2020

Your tax residency, in Canada or the United States, determines whether the CRA or the IRS has the power to tax you on your worldwide income or at least who gets to tax you first. There are significant tax differences between Canada and the U.S. Those differences create tax opportunities and problems. Which tax laws apply can ...

Democtractic Presidential Candidate Tax Policy

2020 Democratic Presidential Candidates’ Tax Plans

Warren Dueck, FCPA, FCA, CPA (Washington) 03/25/2020

The Super Tuesday primary results quickly provided clarity to the Democratic nomination contest by further winnowing the field of candidates down to only Joe Biden and Bernie Sanders. One area where the Democratic candidates agree is that taxes should be increased on wealthy individuals and ...

Qualified Charitable Distributions – Tax Savings for Canadian Residents

Warren Dueck, FCPA, FCA, CPA (Washington) 11/18/2019

Canadian residents that hold certain U.S. retirement plans may have an unusual tax savings opportunity when making charitable contributions. Where they meet the requirements they can make a distribution from their U.S. retirement plan without recognizing taxable income for either U.S. or Canadian tax purposes ...

900,000 Canadian Bank Records Were Recently Sent to the IRS – What you Need to Know

Warren Dueck, FCPA, FCA, CPA (Washington) 11/15/2019

A new CBC article notes that the Canadian government sent a significant trove of records to U.S. tax authority, the Internal Revenue Service in September of 2019 in accordance with a “controversial information-sharing deal” and that the quantity of records involved represents a sharp increase ...

Trump’s Tax Plans

Warren Dueck, FCPA, FCA, CPA (Washington) 11/10/2016

Donald Trump’s surprise election win has people wondering about his tax plans. Many things said on the campaign trail never result in any change. To achieve any of his tax plans, Trump will need the cooperation of Congress, including those he likely alienated, if not ...

Americans Moving to Canada

Warren Dueck, FCPA, FCA, CPA (Washington) 01/01/1970

Moving to Canada? Here are some things you should know The Canadian government’s immigration website crashed on election night. That might have happened regardless of which candidate won the election. Even if politics in the U.S. was not so polarized, moving to Canada might still ...

Tax Residency: How Long Can I Be in the U.S.?

Warren Dueck, FCPA, FCA, CPA (Washington) 01/01/1970

The answer is, you can stay in the U.S. as long as you want to, but there may be tax consequences to how long you stay there. There is widespread confusion about residency which isn’t surprising. The word, “residency” is interpreted differently depending on whether ...

The member firms of Andersen in Canada focus on Canadian, international and Canada-U.S. cross-border tax matters. With offices across Canada, our tax professionals work with a broad range of businesses and individual clients to develop innovative tax solutions for a diverse range of issues. Our senior leaders and many of our professional staff have extensive experience in Canadian, international, U.S. and cross-border tax matters with major international accounting firms, as well as practical experience working with businesses and individuals.