Philip Mei, CPA, CGA, CPA (ND, USA), TEP

Partner

Philip Mei is a Partner at Andersen in Canada. He works extensively with U.S., Canadian and cross-border tax issues for individuals. He specializes in tax planning and compliance for U.S. citizens and expatriates residing in Canada. His work with U.S. citizens residing in Canada includes citizens that are delinquent in their U.S. tax filings. Philip also works with cross-border estates and trusts and Canadian-based businesses with U.S. business operations.

Philip has experience in the following areas:

U.S. citizens residency in Canada
Canadians moving to the U.S.
U.S. citizens with Canadian private corporations
U.S. estate and gift tax
U.S. and Canadian trust taxation

Philip previously worked on projects including:

Identified payroll tax exemption eligibility saving business money
Implemented planning to mitigate client’s exposure to Passive Foreign Investment Company (PFIC)
Assisted U.S. citizens with delinquent tax filings and minimizing tax liability and penalty
Reviewed and advised on U.S. and Canadian taxation of trusts with international beneficiaries and contributors
Assisted high-net-worth family with U.S. estate, gift tax and corporate reorganization planning

Education

Chartered Professional Accountants of Canada In-Depth Tax Course
BCom, University of Alberta

Affiliations

Chartered Professional Accountants of Alberta
Certified Public Accountant (New Hampshire)