Taxation of Americans Abroad in the 21st Century:
Citizenship-Based Taxation vs. Residence-Based Taxation
ACA Global Foundation launches its educational program with a forum/debate between Professor Michael S. Kirsch and Dr. Bernard Schneider, two distinguished academic tax specialists, on Citizenship-based taxation vs Residence-based taxation, followed by practical observations on the impact of current law on Americans resident abroad, presented by tax experts, investment advisors, businessmen and citizens abroad.
Friday, May 2, 2014, 8:30 a.m. to 4:00 p.m.
Seating is Limited - Doors open at 8:00 a.m.
We request a donation of US$50 prepaid with the reservation or C$60 cash only at the door
Student discount - C$10 cash at the door with valid student ID
Program
Welcome: Marylouise Serrato, American Citizens Abroad, Inc., Executive Director
Academic Host: Dr. Stephen J. Kish, Professor of Psychiatry and Pharmacology, Institute of Medical Science, University of Toronto
Moderator: John Richardson, Toronto lawyer, Citizenship Solutions
Keynote Speakers
Prof. Michael S. Kirsch, Professor of Law, Notre Dame Law School
Dr. Bernard Schneider, Teaching Fellow, Centre for Commercial Law Studies, Queen Mary University of London School of Law
Phil D.W. Hodgen, International Tax Attorney, Hodgen Law Group PC, Pasadena, CA
David Kuenzi, Certified Financial Planner,® Founder, Thun Financial Advisors, Madison, WI
Charles W. Cullen III, CFP® (Canada and U.S.), RBC Dominion Securities, Inc., Investment Advisor and Financial Planner
Neil Sinclair, Chapter Chair, Amcham Canada – Ontario Region
Closing comments: Jackie Bugnion, American Citizens Abroad, Inc., Director of Tax Team
More Information
St. Michael’s College, University of Toronto
Muzzo Family Alumni Hall, 121 St. Joseph Street, Toronto M5S 3C2 (http://stmikes.utoronto.ca/maps/)
Parking is available in the parking lot beside Alumni Hall - approximate cost $12 for the day
Closest Subway stop is Museum - Exit East and walk one block south to the corner of St. Joseph Street and Queen's Park Circle
Lunch may be purchased at the cafeteria
Further Reading
- ACA Global Foundation: www.acaglobalfoundation.org
- American Citizens Abroad, Inc.: www.americansabroad.org; submissions to Congress at http://americansabroad.org/issues/taxation/
- Michael S. Kirsch, Revisiting the Tax Treatment of Citizens Abroad: Reconciling Principle and Practice, October 23, 2013, Florida Tax Review, (Forthcoming), Notre Dame Legal Studies Paper No. 1457, http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2346458
- Bernard Schneider, The End of Taxation Without End: A New Tax Regime for U.S. Expatriates, Virginia Tax Review, Vol. 32, No. 1, 2012, http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2186076
- John Richardson, Willard Yates, Stephen Kish, Request for Tax Rules Changes for U.S. Citizens Overseas: Submission to the Senate Finance Committee, January 2014, http://citizenshipsolutions.ca/wp-content/uploads/2014/01/RichardsonYatesKishJan232014SFCSubmission.pdf
- Phil W.D. Hodgen, Hodgen Law Group PC, International Tax, http://hodgen.com/philip-d-w-hodgen/
- David Kuenzi, Thun Financial Advisors, http://thunfinancial.com/about-david-kuenzi/
- Charles W. Cullen III, CFP® (Canada and U.S.), RBC Dominion Securities, Inc., Investment Advisor and Financial Planner, http://www.cwcullen.com
- Neil Sinclair, Chapter Chair, AmCham Canada – Ontario region, http://www.amchamontario.ca/
