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
Bitcoin is wealth for generations. Security and succession aren’t just technical problems, they are legal, tax, and personal problem as well. In this session, we will talk about what you need in your plan to make sure your Bitcoin gets passed on to the right people when you pass away.
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.