Can-USA Crossborder Financial Webinar Series - Part 1

Hi Everyone,

The Canadian Expat Network has begun a new Crossborder Financial Planning series, which hopes to address a variety of financial, tax and estate related topics relevant to Canadian Expats working and living in the US. They are presented as a series of 'mini-webinars' on Youtube.

This first installment is presented by Pacifica Partners Inc. - Crossborder Capital Management.

Part 1 highlights important aspects of Managing Investments on Both Sides of the Border.

http://bit.ly/Cross_Border_Investing

Part 2 will discuss Canada Pension Plan and Social Security benefit issues for expats (will be published in late February).

Thanks,

Naveen

PS - please feel free to post questions / comments below so that the discussion may be useful for others.

In other news Paul Bains who, was one of the Panel Speakers for the Finanical/Tax/Estate planning seminar last October, will attend this weekend's gala event.

Tags: consulting, cross-border, crossborder, financial, investing, management, planning, seminar, tax, wealth, More…webinar

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Permalink Reply by Radu Popoviciu on March 16, 2010 at 2:16pm

I'm not sure if this would be the right place to ask this question but I'm doing it anyway.
I need to submit some documents to CRA. I have the option to send them by mail or submit over the internet. Of course internet is the most convenient but the documents have to be in XML format. Can anybody tell me how to convert the pdf forms into xml format? Thank you.

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Permalink Reply by Naveen Gopal on March 16, 2010 at 6:31pm

Hi Radu

I'm no tech expert by any means but I found this using a search:

http://www.processtext.com/abcpdf.html

There seem to be other tools available too - just search google and hopefully you'll find something that works. I would certainly recommend trying a conversion back into a readable format to see if the integrity of the information/data is preserved.

Good luck,
Naveen

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Permalink Reply by Radu Popoviciu on March 17, 2010 at 9:38am

Naveen,

Thank you. I'll give it a try. (I asked the question here because this is related to tax documents. I thought the tax people do this pretty often). It looks like CRA is providing a "tool" to check the format of the xml files. Wouldn't be easier for them to just provide a tool to do the conversion? Well, why make it easy ....
Thanks again,
Radu

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Permalink Reply by Perry Zukiwsky on August 13, 2010 at 3:22pm

I am interested in the second part of the mini-webinar on CPP vs SS. My company at this moment directs all my pension towards CPP and I was wondering if there is any advantage to doing this versus the Social Security route. I know not an easy questions with a lot more varibales to be listed. Just wondering if anyone has looked at this......

Thanks in advance.

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Permalink Reply by Naveen Gopal on August 13, 2010 at 5:18pm

Hi Perry,

Just posted it in the discussion board. Hope it helps, please feel free to email me if you have other questions. As to your initial comment, a bit more information is necessary - have you relocated and are working for the same company? Are you now planning on staying in the USA indefinitely? Or do you plan to return?

Regards,
Naveen