David,
I am a PhD student at the University of California, Los Angeles. I am a
Canadian resident, and I have a number of large fellowships from both US and
Canadian sources. I need to find a financial advior who can help me on my
tax filing, figuring out how much I should buy in RRSPs etc.
If you may be of assistance or could direct me to someone who may be able to
meet with me, it would be most appreciated. I will be in Vancouver for the
month of August.
Many thanks,
NXXXX
250-247-xxxx
====================================
david ingram replies:
That is what we do. August will be fine. The day you wrote this, I was
dealing with a person in the same position at the UCLA Irvine campus.
I would likely look after the tax and if you wanted to deal with Mutual Fund
or fixed term debt instrument RRSP's, George Hatton CA, in our office is a
representative of Cartier Partners and also has two sons in the USA which
means he has a personal interest in cross-border RRSP issues which can be
very onerous.
For instance, if your Canadian residence is Saskatchewan or BC, George can
deal with you but if your residence was in any other Canadian Province or
Territory, George could not deal with you.
Email me a preferred appointment time(s) (poreferably the start of August so
there is time for more info if something is missing.
We will also need a T2202 filled out and signed by UCLA for the purposes of
claiming your tuition and educational credits from UCLA.
You can print a blank T2200 at
http://www.ccra-adrc.gc.ca/E/pbg/tf/t2202/t2202-02e.pdf
Take it to the registrar's office and have them fill it our for you and sign
it. Having it in US dollars is fine but have them make a note on it that
the fee was paid in US dollars.
David Ingram of the CEN-TA Group
US / Canada / Mexico tax and working Visa Specialists
108-100 Park Royal South
West Vancouver, BC, CANADA, V7T 1A2
(604) 913-9133 - Fax 913-9123 [email protected]
www.centa.com www.david-ingram.com
What's Related