THURSDAY OCTOBER 12, 2017
3:00 – 5:00 pm P.S.T.
Crown Isle Resort & Golf Community/Copper Room
399 Clubhouse Drive
Courtenay B.C. V9N 9G3
MAP

The life of a dual-filer doesn’t have to be complicated.
Join our seminar and learn about the many strategies that can help you maximize your after-tax income and remain compliant.

You may be a dual filer if you are a long-term dual citizen of the United States and Canada; are Canadian born with an American parent; are an American Green Card Holder or live in Canada with American citizenship.

In this seminar, specialist John Richardson will cover topics such as:

• Investment restrictions to be aware of
• Forms you need to file
• Managing estate planning issues
• Whether to keep your U.S. citizenship
• Exit Tax (and its misconceptions)
• Coming into compliance

Your Host Lara D. Austin BA FMA CIM
Investment & Wealth Advisor
RBC Dominion Securities

 
 
 
 
 
 
 
 
 
 
 
John Richardson B.A., LL.B., J.D.
Citizenship Lawyer
citizenshipsolutions

OCTOBER 1, 2017 Canadian FATCA IGA legislation litigation update.

In addition to sending letters to a foreign country, some of us, with a lot of support, are engaged in suing our own country, the Government of Canada, in Federal Court for rounding up Canadians having a U.S. taint and turning them over to a foreign government. We argue that this violates Canada’s sovereignty as an independent nation and its Charter of Rights that is meant to protect all Canadians.

This is just a minor update for this long (since 2014) litigation. Basically we are now in a temporary holding patter waiting for a response from Government:

Plaintiff activities. Both Gwen and Kazia, our heroines, have now been subjected to oral examination by Government lawyers (and are OK).

Litigator change. Our retainer contract for legal services is with the Vancouver law firm of Farris, Vaughan, Wills and Murphy. This has not changed. One of our litigators, Mr. Joe Arvay, has left (as of today) Farris for a smaller firm. Our Board has decided to remain with Farris where we will be well-represented by the lawyers there who have long been working on our case: David Gruber and Arden Beddoes.

Waiting for Government response. I would really like to give you now a sketch of next activities and timelines, but can’t.

We are now at a stage in which we cannot proceed until the Government responds to our repeated requests as to the procedures Canada will require before our trial on the charter-constitutional issues can be heard. Until we hear from Canada it is not possible to predict the litigation steps for the next several months — since the ball is really in Canada’s court.

I am hopeful that we will receive a response from Government in the next few weeks or so, and then I can provide you with a more meaningful update.

Sorry for the slow pace of litigation, but we do move forward.

For the Alliance for the Defence of Canadian Sovereignty Board,

Stephen Kish

Continue reading →

Persistence pays off!
Suzanne Herman, a long-time Brocker, never gives up & look at the result!
We need more of this kind of thing!
BRAVO!!!

See the original here

September 29, 2017
The Honorable Steven Mnuchin
Secretary of the U.S. Department of the Treasury
1500 Pennsylvania Avenue, NW Washington, DC 20220

Dear Secretary Mnuchin,
Continue reading →

[OCTOBER 1 UPDATE: THANKS EVERYONE WHO SENT LETTERS!]

Today is the very last day to support — by your letter and petition — a Republicans Overseas (RO)/RNC proposal that would replace citizenship-based taxation with a form of “territorial taxation”.

Info is at this website: https://republicansoverseas.com/territorial-taxation-individuals/#petition

RO’s Solomon and Michael will personally bring the letters and petition to the White House on October 2, but they need to receive everything by September 30 — WHICH IS TODAY.

USCA suggests that you consider:

“…The comments in this thread have reflected a diverse collection of views. The RO proposal has been severely criticized for various reasons (mostly revolving around the taxation of nonresident aliens). It’s true that the RO proposal has many flaws.

That said, I think it’s important to recognize in broad terms, that the RO proposal that will change the impact of CBT as it currently stands. In that respect the proposal is at least a start and that start is described as “Territorial Taxation For Individuals”. It is possible (and I think advisable) to support the broad principle of changing CBT without necessarily agreeing with every aspect (or any aspect) of the specific RO proposal. Some of you may have read the most recent ACA proposal which does a good and interesting job of explaining what “territorial taxation” (borrowing from the language of the RO proposal) could mean for individuals. (Interestingly what “territorial taxation” COULD mean for individuals is what most of us think of as “residence-based taxation…)

I am simply trying to argue that change will require education. Education will require engagement. Engagement requires personal interaction.

Your sending a letter and/or signing the petition will help RO achieve the personal interaction that they need to engage and educate. If you care about this issue at all, then you must participate.

I don’t believe that the mere fact of sending letters or signing petitions will make a difference. But, I do believe that WITHOUT YOUR EFFORTS and support that NO CHANGE IS POSSIBLE. Therefore, you are really deciding whether you want to act in a way that makes change possible or if you choose to act in a way that makes change not possible. It’s your choice. This is NOT about supporting a specific proposal. This is about behaving in a way that opens the door to discussion in change.

If it matters, I am not a Republican. I am not a Democrat. To the extent that I am political, I would be an independent. I am not primarily a U.S. citizen. So, these comments are not partisan. But, I am deeply committed to the struggle to getting these unjust laws changed. Furthermore, I believe that change can happen ONLY if all those affected create a united front in opposition to CBT. It is the opposition to CBT that unites ALL Americans abroad.

It’s very simple really. Where laws are made through a democratic process: If you don’t make your view known you can’t expect change.

Your participation may or may not make a difference. But, your NONPARTICIPATION will make a difference because it will ensure that no change will happen….”

Continue reading →

Sign petition:   https://republicansoverseas.com/territorial-taxation-individuals/#petit

Get your opinion delivered to President Trump: send it by Sept 30 to Expat’s POTUS-letter challenge at: taxreform@republicansoverseas.com

http://bit.ly/2fkikpw

Challenge 3 of your friends. And challenge them to challenge 3 of their friends.

This is the once-in-a-lifetime opportunity. Don’t blow it. Send it now.  Let’s get rid of these unconstitutional impositions now

Our submissions should number in the thousands