Professionals

Cooper Xu is a Partner with Andersen LLP based in our Calgary office. Cooper is a CPA tax professional providing cross-border income tax, trusts and estate tax compliance and planning services for high-net-worth individuals, businesses and U.S. citizens and green card holders living abroad. He has extensive international experience, including Canadian federal and provincial tax and U.S. federal, state, and local tax matters.

Cooper has experience in the following areas:

• Canadian investments in U.S. real estate
• Cross-border merge and acquisition
• Cross-border business ownership strategies
• State and local, sales and other taxes
• U.S. citizen residency in Canada
• Estate and gift taxes
• U.S. citizenship renunciation taxes
• U.S green card abandonment taxes
• FATCA and FinCen (FBAR) compliance
• FIRPTA withholding tax and refund claims
• IRS voluntary disclosure and Streamlined filing

Some of Cooper’s previous projects include:

• Corporate, partnership, S Corp, or LLC business restructuring to address cross-border tax issues
• Estate and gift tax planning
• Advisory on real property investment through cross-border trust vehicles
• Voluntary disclosure submission for catch-up compliance
• U.S. expatriate tax and Canadian departure tax matters
• Canada and U.S. pension rollover and withholding tax matters
• Foreign trust and foreign financial asset information disclosure filing