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UPCOMING WEBINARS

Tax 101 - Tax and Valuation Concepts: Canadian Entrepreneurs Moving to the U.S.
March 24th, 2026 - 9:00 a.m. PT


Join Steven Flynn and Petra Loer for an update on tax issues facing Canadian technology entrepreneurs who move to the U.S. 

Topics:

  • Understanding the Canadian Departure Tax for Technology Entrepreneurs
  • Valuation Principles of Start Up Companies
  • Strategies to Reduce or Defer Canadian Departure Tax
  • Understanding 409A Rules, Valuation Reports and Adjustments


Register HERE.

BizTax Cross-Border: Expanding Your Canadian Business into U.S.
March 31st, 2026 - 9:00 a.m. PT


Join Namir Hallakand Dale Franko for this upcoming webinar exploring the most effective strategies for expanding your business from Canada to the U.S.

Topics:
  • Taxation of a Cross-Border Business
  • Taxation of Canadian Individuals
  • Cross-Border Entity Structure Options
  • Repatriating U.S. profits back to Canada
  • U.S. state taxation


Register HERE.

WEBINAR REPLAYS

Tax 101: Canada and U.S. Individual Tax Update
February 10th, 2026 - 9:00 a.m. PT


Watch the replay HERE of our recent webinar with Paula Owen and Philip Mei for an update on personal income tax considerations for the U.S. and Canada. This is a key session for anyone with tax interests in either of those jurisdictions. 

Topics: 
  • Canada Personal Tax Updates 
  • U.S. Personal Tax Updates 
  • Cross-Border Hot Topics & Planning Tips
  • Key Takeaways

     

CROSS-BORDER TAX

Tax Issues Facing Canadian Technology Entrepreneurs who move to the U.S.


In his latest blog, Managing Director and Partner, Steven Flynn highlights some the tax issues Canadian Entrepreneurs moving to the U.S. need to be aware of.


Andersen can assist entrepreneurs considering a move from Canada to the United States. 


Please contact Steven Flynn to learn more.

Read further HERE.

Investing in U.S. Publicly Traded Partnerships: What Non U.S. Investors Need to Know About U.S. Tax and Compliance
 

As Canadian investors continue to look south for diversification and income, U.S. publicly traded partnerships (PTPs) often come up as potential opportunities. While these investments can be attractive, they carry U.S. tax implications that are very different from owning U.S. stocks and are often overlooked. Andersen Partner, Paula Owen shares what investors should be aware of in her latest blog.


For further information and assistance, contact Paula Owen.

Read further HERE.

U.S. TAX

Changes to IRS Refund Payments Beginning in 2026

 

Canadian residents who file U.S. tax returns should be aware of upcoming changes to how the IRS issues tax refunds. The U.S. Treasury is moving toward electronic-only federal disbursements, which will affect refund delivery beginning with the 2025 tax year (2026 filing season).

Andersen Partner, Paula Owen explains.


For further information and assistance, contact Paula Owen.

Read further HERE.

     

ANNIVERSARIES

Steven Flynn, Managing Director and Partner at Andersen, celebrates 21 years of service with the company!


Read the full press release HERE.

     

ANDERSEN GLOBAL

Andersen Global Broadens Capabilities in Canada with Addition of Law Firm Parlee McLaws


Andersen Global expands its presence in Canada with the addition of collaborating firm Parlee McLaws LLP, adding complementary legal capabilities to its existing platform in the country. Learn more here:


Learn more HERE.

     

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We're Hiring!
  • Manager, International PCS - Full Time - Calgary, AB - Apply HERE

  • Manager, U.S. Business Tax - Full Time - Calgary, AB - Apply HERE

  • Senior Manager, International PCS - Full Time - Calgary, AB - Apply HERE

    To contact our team or schedule appointments, please don't hesitate to reach out to us at: administration.west@ca.Andersen.com

       

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    T: (+1) 403.718.0200

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    Andersen LLP is the Canadian member firm of Andersen Global, an association of legally separate, independent member firms located throughout the world providing services under their own name or the brand "Andersen," "Andersen Tax," "Andersen Tax & Legal," or "Andersen Legal." Andersen Global does not provide any services and has no responsibility for any actions of the member firms, and the member firms have no responsibility for any actions of Andersen Global. No warranty or representation, express or implied, is made by Andersen, nor does Andersen accept any liability with respect to the information and data set forth herein. Distribution hereof does not constitute legal, tax, accounting, investment or other professional advice.