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Can-USA Crossborder Financial Webinar Series - Part 2

Started Aug 13, 2010

Can-USA Crossborder Financial Webinar Series - Part 1
5 Replies

Tags: wealth, management, webinar, seminar, consulting

Started this discussion. Last reply by Naveen Gopal Aug 13, 2010.

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Naveen Gopal and Perry Zukiwsky are now friends Aug 24, 2010

Naveen Gopal replied to Naveen Gopal's discussion 'Can-USA Crossborder Financial Webinar Series - Part 1'

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?…

Aug 13, 2010

Can-USA Crossborder Financial Webinar Series - Part 2

Hi there,Part 2 of the webinar series was released (a bit late) in April, due to our firm simply getting very busy as we were into tax season - which is also the time many people tend to focus on their personal finances.Part 2 involves a brief discussion comparing CPP (Canada Pension Plan) and SSB (Social Security Benefits). We also discuss how to potentially reconcile both CPP and SSB credits and in what scenarios it may be worthwhile to do so.…See More

Discussion posted by Naveen Gopal Aug 13, 2010

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Perry Zukiwsky replied to Naveen Gopal's discussion 'Can-USA Crossborder Financial Webinar Series - Part 1'

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…

Aug 13, 2010

Radu Popoviciu replied to Naveen Gopal's discussion 'Can-USA Crossborder Financial Webinar Series - Part 1'

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.…

Mar 17, 2010

Naveen Gopal replied to Naveen Gopal's discussion 'Can-USA Crossborder Financial Webinar Series - Part 1'

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…

Mar 16, 2010

Radu Popoviciu replied to Naveen Gopal's discussion 'Can-USA Crossborder Financial Webinar Series - Part 1'

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…

Mar 16, 2010

Naveen Gopal replied to Karen Fraser's discussion 'Relocation Consultants in Calgary?'

Hi Karen, The Tax and Estate specialists are actually in Houston. The tax specialist is Tobias McFaul, a member of the CCoH. He's originally from Oakville Ontario - I'd highly recommend speaking to him. The cross-border estate lawyer is…

Feb 9, 2010

Naveen Gopal replied to Karen Fraser's discussion 'Relocation Consultants in Calgary?'

Hi Karen, Our group can perhaps offer some useful resources and cross-border financial advice. We were part of the panel on the Crossborder Financial, Tax and Estate Seminar for the CCoH last October and have significant experience in this…

Feb 8, 2010

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.…See More

Discussion posted by Naveen Gopal Jan 29, 2010

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Naveen Gopal is now a member of Canadian Club of Houston Jan 29, 2010

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When did you arrive in Houston?: October 24, 2009

What Province/Territory would you call home?: B.C.

Where is your home town?: Vancouver

Where in Houston do you live?: Not Listed

I am a fan of:: Hockey, Football, Winter Olympics

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