Nancy Zheng
Nancy Zheng
Nancy is a Senior Tax Manager at MCA Cross Border Advisors Inc.
Nancy has reviewed and prepared corporate, partnership, limited partnership, individual, foundation and trust tax returns. She has also managed cross border tax preparation including coordinating with US tax specialists; assisted clients with US returns including 1040NRs, Form 8840 & FBAR; and assisted ultra-high net-worth families on various tax projects & planning opportunities.
Before joining the team at MCA Cross Border Advisors Inc., Nancy worked at a single-family office for one of Canada’s wealthiest families as a Tax Accountant, as well as a Corporate Tax Specialist at a boutique multi-family office within one of Canada’s largest financial institutions, where she worked closely with corporate and ultra-high net-worth families.
Nancy is a Chartered Professional Accountant (CPA), and has completed the Canadian Institute of Chartered Accountants’ (CICA) in-depth tax course, and the Canadian Security Course (CSC). She also has two honours Bachelor of Commerce (B. Comm.) degrees from the University of Ottawa, with specializations in Finance and Accounting.
Education
- Bachelor of Commerce (B. Comm.) in Accounting, Honours, University of Ottawa, 2010
- Bachelor of Commerce (B. Comm.) in Finance, Honours, University of Ottawa, 2007
Certifications & Memberships
- Chartered Professional Accountant (CPA)
- Certificate for CICA In-Depth Tax Course(Levels 1-3)
Recent Articles, Media Interviews & blogs by Nancy
Americans in Canada and RRSPs / TFSAs
Americans who move to Canada face an additional layer of complexity when considering investing in Canadian registered accounts. In this blog, I will briefly discuss tax pitfalls we typically run into for Americans who invest in Canadian registered accounts, focusing on RRSPs and TFSAs.
Tax implications for Americans who move to Canada with US property and rent it out as Canadian Residents
Are you moving from the U.S. to Canada and planning to keep your U.S. rental property? Discover the tax implications, including filing requirements, foreign tax credits, cost basis adjustments, and depreciation rules. Learn how to avoid double taxation and consult a cross-border tax expert for personalized advice.
Selling Canadian Real Estate as a Non-Resident of Canada
Explore essential tax strategies for selling Canadian real estate as a non-resident, including options to minimize capital gains and navigate compliance requirements. Learn how choosing between maintaining the original cost basis or triggering a tax event can impact your financial planning, ensuring informed decisions for your cross-border property transactions.
CROSS BORDER PROFESSIONALS
Raeline Moreau
Client Services & Operations Coordinator
Nakeita McKnight-Monrose
Client Services & Operations Specialist
Aisha Shafiq
Client Service & Administration Specialist
Ye Zhou
Senior Cross Border Tax Associate
Eve Zhang
Cross Border Staff Accountant
Paula Zhang
Finance & Accounting Specialist
Bryson Orth
Investment Associate
