Professionals
Russell Vert
CPA, CA, CPA (MD)
Partner, U.S. Tax
Russell is an American by birth and a Canadian by choice. He enjoys working with individuals who, like him, have a life on both sides of the border. This includes US citizens resident in Canada, those making a move from one country to the other, and non-resident tax issues in both countries.
• Chartered Professional Accountant, CPA Ontario, 2007
• Certified Public Accountant, Maryland Board of Public Accountancy, 1996
• George Washington University, BA, 1987
• American Institute of Certified Public Accountants
• Maryland Board of Public Accountancy
• Michigan Association of CPAs (Associate Member)
• Chartered Professional Accountants of Canada (CPA Canada)
• Chartered Professional Accountants of Ontario (CPA Ontario)
• Canadian Tax Foundation
• Speaker, Cross Border Investment Management, Greater Toronto Area Accountants Network, 2022
• Speaker, Who is a U.S. Person?, CPA Seminars, 2021
• Speaker, Could our Canadian Clients be Exposed to U.S. Tax?, Wellington Altus, 2021
• Speaker, Filing for Globetrotters, The Knowledge Bureau, 2020
• Speaker, U.S. Tax Basics for Canadian CPAs, CPA Seminars, 2018 and 2019
• Speaker, Canadians Abroad, The Knowledge Bureau, 2018
• Speaker, U.S. Tax Reform and Impact on Canadians, Sri Lankan Accountants Association, 2018
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