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...
Have You Heard About The E-2 Investor Visa?
US IMMIGRATION OPTIONS FOR CANADIAN INVESTORS, ENTREPRENEURS, AND SNOWBIRDS
Webinar: Wednesday, March 27, 2024
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, April 6, 2024
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.
The EB-5 Attracts More Investors as USCIS Data Trends Positively
Positive trends in filings and processing indicate increasing interest and trust in the EB-5 program as a viable path to a green card and suggest an improving outlook for its future. As stakeholders and prospective investors await further developments, including an upcoming fee increase, it will be important to continue monitoring these numbers in the upcoming quarters.
Looking to make 2024 your last filing year for US taxes? Here’s what you need to do.
In a recent survey, one in five US expats (20%) is considering or planning to renounce their US citizenship. What’s the main reason? The headaches associated with filing US taxes, the complexities of US tax laws, and owing US tax. So far, in 2023, we have seen a big jump in the number of people going through the official process of renouncing.
Intergenerational Business Transfer Rules are Changing in 2024
Finance’s final legislative proposals have substantially tightened the IBT rules from its Bill-C- 208 counterpart. By introducing a new series of management, control, and active business / active engagement tests, the revamped rules attempt to ensure that the IBT exemption will only apply to transactions in which there is a genuine intergenerational transfer of a business.
Alexander Marino guested on the Snowbirds US Expats Radio Podcast about the benefits of renouncing your US citizenship on January 17, 2024.
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.
Kenneth Keung quoted in Investment Executive article titled “Window closing on family business transfers using Bill C-208”, published on October 10, 2023.
Kim G C Moody is quoted in the Tax Notes article titled “Canada’s Supreme Court Upholds GAAR Application in Deans Knight”, May 30, 2023
Kenneth Keung and Evan Crocker are quoted in the Investment Executive article titled “Tougher minimum tax regime poses planning challenge”, May 8, 2023
Moodys Private Client Blog + News in Your Inbox
Never miss a major development that might impact your bottom line with the best of our blog sent direct.