Biography

Kobi Rosen has been an integral part of Zeifmans since 2013, bringing over a decade of experience in tax and public accounting practice. Specializing in U.S. and Canadian cross-border taxation, Kobi provides expert guidance on compliance and strategic tax planning. He is particularly skilled at advising U.S. citizens navigating the complexities of dual tax obligations in both countries, ensuring they remain compliant while maximizing their financial outcomes. 

Education

  • Chartered Accountant – CPA, CA
  • Certified Public Accountant – CPA (Illinois)
  • Bachelor of Administrative Studies with Honors in Accounting- (BAS) (York University)

Areas of Specialization

  • Canada and US Cross Border Taxation
  • US Tax Compliance for both Resident and Non-Resident Individuals
  • US informational reporting, including FBAR forms
  • Advising individuals who are delinquent with their US tax compliance obligations, and helping them come onside
  • Minimizing taxes for individuals that are required to pay taxes in both Canada and the US
  • Representing clients in disputes with the IRS and state tax authorities

Industry Experience

  • High Net Worth Individuals
  • Real Estate
  • Owner Managed Businesses