Welcome to Moodys Private Client

Moodys Private Client is the home of Moodys Tax Law, Moodys Private Client Law, and Moodys Private Client Accounting. We bring together Canadian and US legal and accounting professionals experienced in tax, law, and accounting to ensure you’re covered from every angle. Whether you’re a business owner, a C-suite executive, a professional athlete, or are building your good fortune in one of many other ways, our goal is to unite your success with our expertise and ensure the situations in your life where tax, accounting, and legal are concerned feel as easy and stress-free as possible.

We offer timely, bespoke, creative, and fire-tested solutions to protect your wealth and help you take advantage of opportunities. By offering these services under one roof, we are able to see everything from an elevated perspective, arrive at answers before they become questions, and chart the best path forward for your individual situation.

Together, we’ll explore what’s possible.

Upcoming Webinar...

Is Now the Right Time to Renounce Your US Citizenship?

Complimentary webinar for US citizens living in Canada, the Caribbean, Latin America.

Webinar: Saturday, December 14, 2024

learn more + register

US Citizenship Renunciation

Is now the time to renounce your US citizenship?
Make the right decision for you and your family.

Our team of US lawyers represent over 400+ US citizens to properly renounce their citizenship every year. We will help you assess if renouncing your US citizenship is right for you. If you decide to renounce, we work with you through every step to make sure the process is as smooth as possible, while avoiding the negative consequences of renouncing the wrong way.

Click below to learn more about our approach or to register for one of our upcoming complimentary webinars.

Latest Updates & News

Insight on what’s happening in the world of tax,
law, and accounting so you can stay ahead.

Confession: Why I am Still an E-2 Addict

The E-2 visa program (officially the “E-2 Treaty Investor Nonimmigrant Visa” category) is a win-win for the US and for the E-2 investor that wants to live in the US full-time or part-time.

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Top Four Questions People Ask When Looking to Renounce Their US Citizenship

Renouncing your US citizenship or terminating your Green Card is a significant decision for you and your family. In the course of our work, we have found that many clients have similar concerns about what will happen when they terminate their US status. In this blog, we address the four most frequently asked questions we hear from those considering renunciation.

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Canada Realigns Its Priorities: The Temporary Foreign Worker Program

It is important to note that while a new Government measure for the Temporary Foreign Worker (“TFW”) Program aims to reprioritize hiring Canadians and permanent residents, it does not impact foreign workers entering Canada through the International Mobility Program (or LMIA-exempt jobs), which includes treaty or international arrangements, intra-company transferees, high-skilled foreign nationals, amongst others.

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Alexander Marino is quoted in an article titled “‘Scary’: Why US expats are tossing their citizenships – and it’s not just Trump” in The Sydney Morning Herald, November 1, 2024

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Kenneth Keung is quoted in the Investment Executive article titled “Quirk in capital gains tax rules raises risks for incorporated clients,” published on July 24, 2024.

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Kenneth Keung is quoted in the Investment Executive article titled “How should trusts flow out capital gains to beneficiaries in 2024?”, July 5, 2024.

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Kim G C Moody, Kenneth Keung, and Christopher Ellett are quoted in the Investment Executive article titled “When is the latest clients can sell assets prior to June 25?”, published on May 17, 2024.

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Alexander Marino recently appeared on the Global Investment Voice Podcast to discuss the benefits of renouncing US citizenship on March 14, 2024.