Jim Yager - Vice President, Cross Border Planning, High Net Worth Planning Services
Jim specializes in providing cross border tax planning. He joins RBC Wealth Management Services having recently retired from KPMG LLP after 33 years of services.
Most recently, he was a partner and the Practice Leader of KPMG’s International Executive Services (“IES”) practice in Canada, where he provided cross border tax and consulting services to employees, their employers, high net worth individuals and individuals with investments outside their home country. Jim was a member of the KPMG IES Global Steering Group which establishes strategies, policies and procedures for KPMG’s global IES practice.
Jim was also the practice leader for Global Wealth Services (“GWS”), which provides U.S. and Canadian income, trust and estate planning services to executives and high net worth individuals.
Prior to relocating to Toronto in June 1993, he worked in New York, Hong Kong and Miami where he served U.S. based clients expanding internationally and foreign based clients from Canada, Europe, Asia and Latin America expanding into the U.S. He and his wife, Suzanne, moved to Colorado during 2014 where he continues to practice cross border tax planning.
As both a Canadian Chartered Professional Accountant and a U.S. Certified Public Accountant, Jim is uniquely prepared to provide international tax consulting services. Furthermore, having been an expatriate himself for over twenty-seven years, he is “intimately” aware of the cross border tax issues.