Moodys Tax
2020 4 St SW #210 T2S1W3 Calgary, AB, Canada

If you’re a lawyer, accountant or financial advisor working outside the US, there is one simple question you must always get properly answered before any planning or investments strategies are implemented: are you an American citizen or Green Card holder? The sad reality is that many professionals neglect to find out the correct answer to this critical question (which goes beyond just asking the client) to prevent their clients from a potential IRS nightmare of double taxation, failure-to-file penalties, and costly compliance fees in life and in death. Learn how identifying US clients and renouncing their US citizenship properly can help create more investment opportunities, wealth, and client goodwill for you and them. Read our latest blog to find out what you need to know. Your clients will thank you. https://buff.ly/3JOAbxZ

Many US expats falsely believe that a tax treaty with the United States and the country they live in will always save them from ever owing US tax. While a tax treaty can help, there is an extensive list of financial transactions and situations where the treaty does not assist US expats from owing Uncle Sam. The costs associated with being a US citizen are only going to increase. Recent tax revisions will likely mean higher US taxes on personal income, business, assets in a divorce, the sale of your primary residence and much, much more. Start 2022 on the right foot by attending one of our upcoming webinars on US Citizenship Renunciation. Register today for the webinar for your region: https://buff.ly/3FnN2Ee

Happy 2022! Are you a US Citizen living abroad who’s tired of the annual US tax filing obligations? Start the new year off right by attending one of our upcoming webinars on US Citizenship Renunciation. Here are the top four reasons why American citizens living abroad decide to renounce their citizenship: 1. The cost of filing US taxes annually. 2. The cost of double taxation (paying US taxes AND taxes in your home country).... 3. The death tax (paying US tax on your estate). 4. Paying US tax on the gains from the sale of your principal residence. (In this booming real estate market, it could cost you hundreds of thousands of dollars!) Fortunately, renunciation provides a safe and legal way out. Learn how to do it the right way. Register today for the webinar for your region: https://buff.ly/3FnN2Ee

Merry Christmas everyone!! I always look forward to this time of year. It’s a time to reflect and be grateful for everything wonderful in our lives. For me, I’m grateful for my family, our wonderful firm family of teammates, our clients, referral sources, suppliers and others who contribute so greatly to making things great. On behalf of all our firm’s teammates, thank you for all of your support during the last year and we look forward to a great 2022 with you. Have a grea...t time with loved ones over the holiday. Cheers! - Kim G C Moody

We’re proud and humbled to have been recognized as one of Canada’s top law firms for 2022. The list, compiled by the Globe and Mail and Statista, recognizes those law firms in Canada held in the highest esteem by their colleagues, so to our many colleagues and peers: we thank you. Here’s to a promising 2022 to all. To view the entire list of firms doing great work across many different practice areas, click here: https://buff.ly/3ygL9ap

Sweeping tax changes are likely coming from the Biden administration, and there are plenty of reasons for US expats to be nervous. The tax proposals will cost trillions of dollars, and these increases will almost certainly negatively impact your family’s financial situation. One can almost certainly expect increases in Income Tax rates, Capital Gains Rates, Estate & Gift Taxes, GILTI Tax Rates, and more, as extra tax revenue is needed for the record government spending programs being passed. Most US citizens living abroad can see the writing on the wall. Many are looking at renouncing their US citizenship as a solution to stop the tax madness. Read our latest blog for an in-depth analysis of the tax proposals and what they mean for your financial future. https://buff.ly/3HnbCXJ

Happy Day 5 of #Movember! We hope you're feeling good. We're excited to have our colleagues taking part in such an important charity in support of #menshealth. You can support their efforts here: https://buff.ly/3o2yt1Z

Class will soon be in session! Less than 24 hours to go until Moodys Private Client University we hope to see you tomorrow bright and early. https://uni.moodysprivateclient.com #MPCUNI2021

Join Doug McCartney and other industry experts at Moodys Private Client University on October 27, 2021. If you are an accountant, lawyer, banker, insurance advisor, or business professional looking to enhance your knowledge and service offerings, register today! https://buff.ly/3lo3VGG #MPCUNI2021

Our newest blog answers the most commonly asked questions during our renunciation webinars. Here are just a few: 1. Will I lose my Social Security once I renounce properly? 2. Can I still collect Medicare once I renounce properly? 3. Can I still own US real estate after renouncing?... 4. How does renunciation affect future travel to the US? For the answers to these and other questions, read the latest blog: https://buff.ly/2Z4jaNq

We’re one week away from Moodys Private Client University! Register today for this full-day event focused on tax law and planning, immigration law, corporate and business law, trust & estate law, accounting, and much more. Register today! https://buff.ly/3lo3VGG #MPCUNI2021

We're hosting a webinar for US citizens living in Europe and the United Kingdom on Jan. 9. Join us live where we'll answer your questions about renouncing your US citizenship. Register now!

Have you ever thought of leaving Canada to live in another country as an impossible option? Well, you're in luck. Moodys Tax is introducing a series of webinars that will provide you with a guide to what you need to know to make the best decisioneverything from financial preparedness, to the tax pitfalls, and the benefits of such a move. Register now! https://bit.ly/2Jl9dUw #tax #canada #taxes

To the relief of many seeking temporary employment in the US, the US District Court for the Northern District of California set aside the following interim rules.

Join us Monday for a webinar surrounding the tax implications of President-Elect Joe Biden's proposed policies. What’s coming may have a direct impact on planning your affairs. #webinar #uselection #tax

We are thrilled to welcome Brad Severin CPA, CA, CFP, TEP to the Moodys Private Client team. Brad brings more than 25 years of experience as a taxation specialist and is a leading authority in Canadian and international taxation matters, including corporate reorganizations, mergers and acquisitions and succession planning for family-owned businesses.https://buff.ly/38hnBqK

US citizens living in Australia and New Zealand, please join us for a webinar this weekend detailing everything you need to know about renouncing your US citizenship. Register now!

We’re proud to announce this year’s keynote speaker for the Moodys Tax Summit is Russ Sheppard. Prior to his legal career, Russ was a teacher who introduced lacrosse to a remote community struggling with a high teen suicide rate. Join us for his inspiring presentation on October 27. https://buff.ly/2Rw0Upi #TheGrizzlies

Your membership to Moodys Tax+ earns you complimentary registration to this year’s Moodys Tax Summit on October 27. Join us live in Calgary or connect online for this full-day event on all things tax. https://buff.ly/3hCRqmC

Are you interested in the next administration’s expected tax policies and positions? Join us tomorrow morning for a live webinar as we discuss tonight's Vice Presidential debate! Register now: https://bit.ly/3nrmiur

We’re proud to announce Russ Sheppard as our keynote speaker at this year’s Moodys Tax Summit on October 27. Russ will talk about the resiliency of the human spirit and his extraordinary experiences that inspired the film The Grizzlies. To register, visit https://buff.ly/2Rw0Upi

Moodys Tax CEO Kim G C Moody will be joined by economist Dr. Jack Mintz of the University of Calgary’s School of Public Policy for an online fireside chat on Oct. 6! We'll discuss the current state of affairs, what governments should be doing about the deficit, various tax policy topics, and a Q&A from webinar attendees. Register now! https://bit.ly/36qIQ8O

Reminder to join AMCHAM Canada West on Saturday to hear from experts as they discuss the considerations and requirements to establish US-based operations. Elan Harper, Principal at Moodys Tax, will be speaking on the panel! Event proceeds will be donated to The Mustard Seed! Register now: https://bit.ly/3n2ueC7

The Moodys Tax Summit brings together some of the industry’s best private practitioners to share knowledge and ideas from the tax world. Join us live in Calgary or connect online for this full-day event on October 27. https://buff.ly/2Rw0Upi

Thinking of setting up a US operation? Join AMCHAM Canada West on Saturday to hear from experts as they discuss the considerations and requirements to establish US-based operations, and how to prepare for relocating. Elan Harper, Principal at Moodys Tax, will be speaking on the panel! Register now: https://bit.ly/3n2ueC7

If you’re an accountant, lawyer, banker, insurance advisor or a business professional wanting to learn more about tax, be sure to register for the third annual Moodys Tax Summit. https://buff.ly/2Rw0Upi

We're hosting another renunciation webinar for US citizens living in the United Kingdom in just two weeks. With one of the biggest US elections in history drawing near on November 3, record numbers of US expats are lining up to renounce their US citizenship. The staggering difference in a Trump vs. Biden tax plan has caused economic uncertainty for millions of expats. Thousands are turning to renunciation for a complete solution to the problem, before it’s too late. Register now! #tax #webinar #unitedkingdom #elections #taxes

Sign up for the Moodys Tax Summit before September 24 and enjoy our special early bird pricing on registration. Join us in-person at the Sheraton Eau Claire or connect online with our virtual presentation. https://buff.ly/3hCRqmC

The Best Calgary has named Moodys Tax as one of the top Tax Law Firms in Calgary. We pride ourselves on delivering the best-fit, custom solutions for all our clients, and it feels good when this is recognized. For more details, visit: