• Our Team
  • Tax well solved

Meeting your US filing obligations in 6 steps:

Are you a US citizen living abroad? Did you know that the US taxes on both citizenship and residency? If you’re a US citizen, you are required to file yearly tax returns with the IRS – even if you don’t live on US soil. Understanding and complying to US tax law requirements can be daunting. Here’s a useful infographic that will point you in the right direction.

Read More

A tax year in review: Canada, US and cross-border – October 22, 2014

Complimentary seminar presented by: Moodys Gartner Tax Law and Wealthy Tortoise Financial Group

Date: Wednesday, October 22, 2014
Time: morning session – 9:00 am – 12:00 pm or afternoon session – 2:00 pm – 5:00 pm
Location: Hotel Eldorado, 500 Cook Road, Kelowna BC
Registration: wtadmin@wealthytortoise.ca or 1.250.717.8800

A 2014 tax year in review for Canada, US and cross-border professional tax practitioners, lawyers and accountants with private clients that require Canadian and US tax advice.

Registration fee will be accepted as a $30.00 donation by cheque or cash to the Central Okanagan Foundation. 

Read More