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 the UK, Europe, the Middle East and Africa.

Webinar: Saturday, July 20, 2024

learn more + register

Upcoming Webinar...

Have You Heard About The E-2 Investor Visa?

US IMMIGRATION OPTIONS FOR CANADIAN INVESTORS, ENTREPRENEURS, AND SNOWBIRDS

Webinar: Wednesday, July 31, 2024

learn more + register

Upcoming Webinar...

Is Now the Right Time to Renounce Your US Citizenship?

Complimentary webinar for US citizens living in Australia, New Zealand & Asia

Webinar: Saturday, August 3, 2024

learn more + register

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, August 17, 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.

Practical Immigration: Importing Your Vehicle from Canada to the US

“So now that I have my visa and am ready to move to the US, what happens to my car?” Before you can import your vehicle, you must ensure it meets US safety and emissions standards. It must comply with the US Department of Transportation (“DOT”) and the Environmental Protection Agency (“EPA”) regulations. Here is what else you need to know:

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What You Need to Know: The E-2 Visa Minimum Investment Amount

The E-2 Treaty Investor Visa Program offers a flexible and viable pathway for aspiring Canadian entrepreneurs and investors looking to establish or purchase a business in the United States. One of the most common questions our Toronto office fields regarding the E-2 visa is: “What is the minimum investment amount required?”

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The Biden administration is proposing a capital gains tax rate of 44.6% as part of the fiscal year 2025 budget. Why a record number of American expats are looking to renounce US citizenship before it’s too late.

The Biden proposal introduces a graduated taxing structure, with further modifications to include an increase to a 44.6% capital gains rate. That’s up from the current 20% capital gains tax rate from 2017.

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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.

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Alexander Marino guested on the Snowbirds US Expats Radio Podcast about the benefits of renouncing your US citizenship on January 17, 2024.

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Kenneth Keung and Evan Crocker are quoted in Investment Executive article titled “CRAʼs 10% interest rate on overdue tax raises risks“, published on November 13, 2023.