Jon Tellis
Jon Tellis, CPA, CA, LPA, is an Accountant, Chief Technology Officer, and Partner at nmbrly. His firm provides Accounting, Tax, Advisory, and CFO services to Bitcoin and other tech businesses. He is also an entrepreneur, focused on the development of disruptive technology in the FinTech space. He co-founded Generatio, a Bitcoin professional services network.
Sessions
"To dust you will return." What about your stack?
Bitcoiners who want to build generational wealth need to think beyond mere custody. The bigger your stack gets, the more you need to consider law, residency, tax, finances, estate planning, governance, family dynamics, strategy, and more. Planning can be overwhelming. But when done well, it sets you free to leverage your wealth for the good of you and your family, your community, and culture.
This presentation explores (1) crucial considerations for protecting your wealth and (2) the unique possibility that Bitcoin offers for building and renewing families, institutions, and culture. It is delivered by an accountant and a lawyer with experience in private client services, philanthropy, and Bitcoin advisory.
More Canadians than ever are considering leaving Canada. From legal and tax consequences to family and logistical considerations, lots goes in to planning a move. And once you’ve left, you’re not home free. Exit tax, registered accounts, visits home, assets in Canada, wills and estate planning, health, life and other insurance, and the possibility of returning are all issues to be addressed. The workshop will discuss considerations for those entertaining leaving, planning a move, and expats who are already abroad.