Professional Development

Let's Talk Taxes: support for international graduate students and postdoctoral fellows

March 11, 2016
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So you can validate a pulmonary 1H sequence—but do you know what do with a T4?  

Meeting your financial reporting obligations in a foreign country can be a confusing and overwhelming process. 'Let’s Talk Taxes: support for international postdoctoral fellows and graduate students' will help you learn how to navigate the Canadian tax system in the most efficient, enjoyable, and money-wise way possible.

  • Tuesday, March 22, 2016, 4:30pm - 6:30pm, RCB 6125 Burnaby Campus.
  • Reserve your seat.   

This session is presented to you by the Office of Graduate Studies and Postdoctoral Fellows and will be facilitated by David Magdalinki and Terence Wong, Tax Partners from KPMG's Edmonton office. (see bios below) 

Whether you're looking for tips and advice on how to better file your taxes as a postdoc, or new to Canada and need an overview of the Canadian Tax System, this 1 hour workshop followed by a Q&A session will provide you with the information you need which includes:

  • Considerations on Canadian residency status
  • A brief overview of the Canadian Tax System
  • The general process for filing a tax return
  • Individual responsibilities for filing Canadian tax
  • Eligible versus in-eligible tax deductions
  • Scholarships/fellowships and bursaries, and tax exemptions

See also: How to Obtain your Tax Slips from SFU

Downloads:

* 2015-SFU Post Docs Presentation.pdf
KPMG Presentation, SFU March 4, 2015

About the Facilitators

Dave Magdalinski, CMA - is a Tax Partner in the Edmonton office as well as being KPMG’s regional resource for Public Sector Tax. He has more than 15 years of experience serving various not-for-profit organizations including universities and local governments.  Dave also has significant experience assisting personal tax clients.

In this role, he devotes significant time to various tax issues related to not-for-profit organizations. This includes working with organizations to develop policies and procedures regarding taxable benefits and other tax matters as well as assistance with understanding the tax rules for Charities. Prior to joining KPMG in 2000, Dave spent four years with the Canada Revenue Agency where he worked in the audit division and on various special investigation projects. Dave is a graduate of the University of Alberta. He currently sits on the two not-for-profit boards as well as being a former group study leader for the Canadian Institute of Chartered Accountants (CICA), Part II, In-depth tax program.

Terence Wong, CA, CPA – is a Tax Partner at KPMG, leads KPMG’s U.S. and Cross Border Tax practice in Edmonton and the Regional practice in Western Canada.  Terence is part of KPMG’s International global tax network. For the past 23 years, he has served numerous clients designing and implementing tax reduction strategies for Canadian and international businesses, financing and investment using offshore entities, tax planning and compliance for multinational concerns, international executive tax planning and compliance, and cross-border corporate reorganizations.

Terence has reviewed numerous US tax withholding matters and the US charitable tax filing for universities. He also has extensive experience with US personal tax returns and in providing advice to clients having tax matters outside of Canada.

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