18 November 23 
Crossing the 49th Podcast On episode #25 of Crossing the 49th Podcast, we discuss How to Find and Work with a Cross-Border CPA.
Extended Summary of the Podcast: In this insightful episode, host Phil Hogan provides valuable tips on finding and working with a cross-border tax accountant. Phil emphasizes the importance of seeking professional help early, especially if you’re planning to move to Canada or need cross-border tax advice.
Key takeaways from the episode include:
– Start Early: The best time to engage a cross-border accountant is in the fall, as many are wrapping up their busy tax seasons and can take new clients.
– Finding an Accountant: Use resources like Google to find local cross-border tax firms. Phil highlights the importance of getting into a firm’s system early to avoid the rush during tax season.
– Engagement Letters: Once you’ve identified a potential accountant, securing an engagement letter ensures you’re officially in their system for the next tax year.
– Following Directions: Phil stresses the importance of thoroughly reading and following the instructions and checklists provided by your accountant, to streamline the process and ensure efficiency.
Phil also touches on the challenges and high demand in the cross-border tax industry, advising listeners on how to build a successful relationship with their tax professional.
For personalized advice or questions, reach out to Phil directly at phil@philhogan.com.
Stay tuned for more episodes and insights from “Crossing the 49”!
#CrossBorderCPA #TaxPlanning #CrossingThe49thPodcast #PhilHoganInsights
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Disclaimer: The information contained in this Podcast and YouTube video is for information purposes only and should not be construed as tax or financial planning advice. Tax and financial planning rules change from year to year and the information contained within may be outdated. Ensure to engage an experienced and competent tax and financial planner to help you with your tax and financial planning needs.
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This commentary reflects the personal opinions, viewpoints and analyses of the Beacon Hill Wealth Management Ltd. partner providing such comments, and should not be regarded as a description of advisory services provided by Beacon Hill Wealth Management Ltd. or performance returns of any Beacon Hill Wealth Management Ltd. client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Beacon Hill Wealth Management Ltd. manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results. Any discussion about taxation is for educational purposes only and should not be viewed as professional advice. Consult your tax professional for tax advice on your particular situation.
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