Certificate Course

Cross Border Taxation


DMA™ - Personal Tax Services Specialist


This course focuses on emerging issues as baby boomers age, technology makes it possible for people and businesses to operate globally, and economic changes make it appealing for people and businesses to purchase investment property globally. As well as the increase in the sharing of financial information between countries, cross border taxation issues become key for cross border employment, entrepreneurship or asset ownership, as does the issue of residency and U.S. citizenship.


Course Content

Chapter 1 | Residency
Chapter 2 | Immigration and Emigration
Chapter 3 | Snowbirds
Chapter 4 | Owning Property as a Non-Resident
Chapter 5 | Canada-U.S. Tax Convention (1980) AKA The Treaty
Chapter 6 | U.S. Citizenship
Chapter 7 | Canadian and U.S. Investments (including FATCA)
Chapter 8 | U.S. Estate and Gift Tax
Chapter 9 | Renouncing U.S. Citizenship

Student Experience

The course and the case studies cover a lot of real-life situations for residents of both countries. Each chapter is written in such a way that is simple and easy to understand. A lot of the technical parts of the course can be further researched in your EverGreen Explanatory Notes. This is a perfect course for someone who wants to gain a working knowledge of cross border taxation issues between the U.S. and Canada.

—Richard L., ON


Advisors who take this course and who work with affluent boomers will be prepared to discuss cross border taxation with a piece of comprehensive general knowledge, as well as recognize and advise on how certain actions on both sides of the border affect a person’s tax situation.

What You'll Learn

The course includes all relevant and recent tax changes. The chapters feature case studies, which will ensure that you'll be able to adequately explain such subjects as how Canadian and U.S. tax laws differ, the benefits and protections of tax treaties, how U.S. estate and gift taxes apply to residents and non-residents, how to enter the U.S. to work or live, the tax consequences of terminating residence, and what is FATCA (Foreign Account Tax Compliance Act) and what are its effects.

What’s Included

• Personal course selection consultation
• Virtual campus orientation
• Lesson and study plans
• Personal instructor email support
• Comprehensive Knowledge Journal
• EverGreen Online Research Library
• Knowledge Bureau calculators
• Testing and certification
• CE/CPD accreditation

Marking Guide

Case Studies
Final Exam
Passing Grade
Honours Achievement

All students who pass the course will receive a certificate. Students who receive a mark of 90% or better will receive a gold honours bar on their certificates.

CE | CPD Credits

Knowledge Bureau | 30 CPE credits

Most regulators and associations accept Knowledge Bureau certificate courses for continuing education credits.


Learn Your Way

Online 24/7

Every course you take with Knowledge Bureau counts on your academic pathway. Qualify for tuition rebates by taking a certificate course, diploma program or designation program.


Complement your online education with CE Summits. Held in November, January and May, these one-day, instructor-led workshops offer peer-to-peer learning experiences to students who prefer studying in groups.


Annual three-day Distinguished Advisor Conferences focus on finding solutions for the challenges faced by businesses in a global marketplace.

Knowledge Base

Tap into a comprehensive, centralized clearinghouse of trusted information, including great books, Knowledge Bureau Report, online calculators and research libraries.