COVID-19 Updates and Resources

Cooper Xu is quoted in an article titled “4 tax tips for American-Canadians,” Feb 3, 2016,

Kim Moody is quoted in the article entitled “Calgary senior loses pension income over husband’s death benefit,” December 18, 2015, Global News

Dale Franko is quoted in an article titled “Beware these T1135 traps” regarding challenges around filing form T1135, October 16, 2015,

Kim Moody discusses proposed new donation rules that would slash tax for wealthy clients, August 31, 2015,

Kim Moody is quoted in the article title “Businesses seek cross-border tax clarity, but would they really pay more?”, August 10, 2015, Canadian Lawyer InHouse

Kim Moody is quoted in the article titled “Former heads of CIA, World Bank to speak in Calgary”, May 18, 2015, Calgary Herald

Kim Moody is quoted in the article titled “Balanced Budget Delivered, Now for the Campaign”, regarding the small business tax cut in the 2015 Federal Budget, April 23, 2015, Epoch Times

Kim Moody is quoted in the article titled “Budget helps biz owners, but leaves a big question”, regarding eligible capital property in the 2015 Federal Budget, April 21, 2015,

The House of Commons Finance Committee met on May 1 to discuss FATCA and Bill C31. The thoughts of Moodys Gartner are remarked on at 17:28:20 – May 1, 2014, Parliament of Canada

CBC Radio interviews Alexander Marino about the causes behind the increase of American or dual citizens residing in Canada who wish to renounce their US citizenship – April 23, 2014, CBC Radio Calgary

CALU’s INFOExchange publishes Kim Moody’s in-depth overview of Canada’s new registration of tax preparers program – April 2014, INFOExchange

Business News Network interviews Kim Moody in a segment entitled “Taxes for Snowbirds,” in which he provides an overview of tax considerations for Canadians who vacation/retire in the US – March 21, 2014, Business News Network

The Lawyers Weekly published an article by Alexander Marino that offers a high-level overview of US citizenship renunciation in regards to FATCA legislation – March 21, 2014, The Lawyers Weekly 

Kim Moody quoted regarding how trust changes reflected in the 2014 Federal Budget will affect the middle class – February 11, 2014,

Business in Calgary extensively quotes Kim Moody about the importance of tax matters in financial planning – February, 2014, Business in Calgary

Canadian Lawyer quotes Greg Gartner regarding the challenges Canadian tax lawyers face when dealing with GST assessments from the CRA – January 6, 2014, Canadian Lawyer

Business in Calgary provides an in-depth article on the Moodys Gartner approach to finding tax solutions for clients – January, 2014, Business in Calgary quotes Dale Franko regarding the complexities of the new Foreign Income Verification Statement (T1135) – October 25, 2013,

The Bottom Line quotes Kim Moody in regards to the boundaries of proper and improper tax avoidance, tax evasion, and the “sniff test” of GAAR interpretation – October 2013, The Bottom Line

Kim Moody discusses the CRA’s updates to Form T1135 and the resulting new reporting requirements – June 26, 2013, 

Kim Moody interviewed by Investment Executive to discuss cross-border marriages and associated tax issues – May 1, 2013, Investment Executive

Kim Moody interviewed by The Calgary Herald, discussing how high-income earners use Alberta to save taxes – April 30, 2013, Calgary Herald

Kim Moody discusses the use of trusts and how they can be implemented in tax and estate planning – April 27, 2013, More Than Money Show, AM770 CHQR