W.L. Dueck & Co. LLP’s practice is limited to US and cross-border tax matters working principally with Canadian business and investment in the US and US citizens resident in Canada and their legal and accounting advisors.



FATCA Compliance Seminars for US Persons in Canada

The recently signed Foreign Account Tax Compliance Act (FATCA) agreement between Canada and the US will require Canadian financial institutions to report accounts held by US persons to the US Internal Revenue Service. US persons identified by the IRS who have not filed US tax returns may have a significant exposure to tax, interest and, especially penalties. In contrast, most US persons who voluntarily file US tax returns are unlikely to be assessed any penalties and generally have little or no tax due.

The Act comes into force July 1, 2014. To help people facing US filing obligations W.L. Dueck & Co. LLP will be running seminars on April 8, May 13 and June 10 at The Fairmont Palliser in Calgary.

Led by Warren Dueck, CPA/FCA, CPA (Washington), Liz McLeish, CA and Daren Raoux, CPA/CA, CPA (Illinois) the seminar explains how FATCA affects US persons and will identify strategies to avoid adverse US tax results including filing alternatives, revocation of US citizenship and other relevant tax topics.

The cost to attend is $25 per person or couple.
Space is limited. To register call 1.855.448.0200 (Toll Free) or emailing office@wldtax.com with FATCA Seminar in the subject line.


Learn more about W.L. Dueck & Co. LLP



We offer a range of US and Cross-Border Tax Services

Tax Strategies

  • Canadians with US Business Activities and Investments
  • US Citizens Resident in Canada
  • Cross-Border Ownership Strategies
  • Canadian Investment in US Real Estate
  • US Investment and Operations in Canada
  • Cross-Border Acquisitions and Mergers
  • Investment in Canadian Real Property by US persons
  • State and Local Tax Planning
  • Representation before Canada Revenue
    Agency and Internal Revenue Service

Tax Return Preparation

  • US Federal, State and Canadian Individual Income Tax Returns
  • US Federal and State Corporation Income Tax Returns
  • Canadian Corporation Income Tax Returns and Disclosures (for Canadian entities owned by US persons)
  • Canadian Clearance Certificate Applications (for the sale of Canadian real property by non-residents of Canada)
W.L. Dueck & Co. LLP

Head Office + Mailing Address
#300 - 3866 Bayview Street
Richmond, BC Canada V7E 4R7
Tel: 604.448.0200

Vancouver Office
701 West Georgia Street, Suite 1500
Vancouver, BC Canada V7Y 1C6
Tel: 604.448.0200

Calgary Office
#1030, 140 – 10th Avenue SE
Calgary, AB Canada T2G 0R1
Tel: 403.718.0200