Romana is a Director in BDO's Oakville office. She has close to 20 years of professional experience providing U.S. tax services to a variety of clients, focusing on individual, trust, and estate tax matters.
As a U.S. tax professional operating in a foreign country, Romana has the extensive expatriate technical experience required to help her clients with foreign reporting obligations, and to structure their personal and estate affairs in an optimal manner. She has successfully helped a number of high-net-worth U.S. citizens navigate U.S. tax rules applicable to controlled foreign corporations, passive foreign investment companies, and foreign trusts; and she regularly leads U.S. tax planning and compliance projects for U.S citizens living abroad to ensure the proper tax treatment of their financial activities.
Romana has co-authored BDO Tax Bulletins covering U.S. tax issues for Canadians and U.S. citizens living abroad. She has also authored multiple BDO publications related to provisions of the Foreign Accounts and Tax Compliance Act (FATCA); presented at various tax conferences, including USPA Expat Tax Conferences, Bloomberg BNA Annual Canada–U.S. Cross-Border Tax Update Conferences, and CITE Conferences; and presented numerous seminars and webinars on topics like U.S. tax implications for Canadians investing in U.S. real estate.
Member, Chartered Professional Accountants Canada
Member, Chartered Professional Accountants Ontario
Member, Canadian Tax Foundation
Professional designations and education
Certified Public Accountant, Delaware (not in public practice), 2007
CICA In-Depth Tax Courses, Part I (2000) and Part II (2001)
Certified General Accountant, 1999
Accounting Diploma, Accounting and Business/Management - Sheridan College, 1996
Master's Degree, History, Akademia Pedagogiczna imienia Komisji Edukacji Narodowej w Krakowie, 1988