Searching Content indexed under Wealth Management by Moodys Gartner Tax Law LLP ordered by Published Date Descending.
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How The Super Reforms Impact US Expats
Complying with Australian superannuation reforms by 1 July will trigger not just double, but triple, taxation by the US on their superannuation contributions, earnings and distributions.
United States
18 May 2017
Renouncing US Citizenship Or Giving Up A Green Card: Why And How To Consider It
Israel and the United States share a strong bond, and U.S. citizenship or permanent resident status allows access to the largest economy in the world.
United States
28 Mar 2017
Challenges Canadians Face When Transferring US Retirement Plans To An RRSP
Canada and the US share many similarities including the longest international border between two countries.
9 Mar 2017
Renouncing Your US Citizenship: Failed Amendment May Signal That Now Is The Time To Get Out!
If you are one of the many US citizens contemplating renouncing your US citizenship, Congress recently sent a fairly clear message that now, as opposed to later, may be the right time to get out of the club.
12 May 2015
Renunciation Of US Citizenship Is On The Rise
On May 7th, 2015, the US Treasury Department published its first quarter 2015 list of individuals who have chosen to expatriate and it was yet again an eye opening number.
United States
11 May 2015
Another Turn At Cheek: Willfulness And Non-US Residents
Since 2012, US citizens living in Canada (and elsewhere outside the US) have had two options to address income tax non-compliance issues.
13 Mar 2015
FATCA In Canada: The Restriction On The Class Of Entities Subject To FATCA
This article provides an introduction to the Foreign Account Tax Compliance Act for Canadians and analyzes Canada’s implementing legislation regarding FATCA.
7 Jan 2015
New Draft Legislation Will Have A Great Impact On Traditional Estate Planning For Canadians
On August 29, 2014, the Department of Finance released 100+ pages of draft legislation. Much of the draft legislation was to enact the 2014 Federal Budget proposals.
11 Nov 2014
Updated IRS Streamlined Filing Pogram: Snowbirds Beware
On October 8, 2014, the IRS issued FAQs clarifying its amnesty programs for non-compliant taxpayers who want to catch-up on their U.S. tax filing obligations.
United States
22 Oct 2014
Does The Increased Fee For Renouncing US Citizenship Indicate A Change In Attitude Toward Expatriates?
Uncle Sam just managed to dig out a quarter hiding in his couch. Or maybe his patience is just running thin with renouncers.
United States
4 Sep 2014
Is The Canadian FATCA Lawsuit A Pyrrhic War?
In 280 BC the Greek King Pyrrhus won a decisive battle against the Roman army. However in winning the battle, Pyrrhus's army suffered great losses and when Rome had a chance to reconnoiter, it easily defeated what remained of the Greek's army.
21 Aug 2014
Are United States Limited Liability Limited Partnerships The Holy Grail?
One thing is for sure… Canadians continue to invest significant amounts of money in the US.
12 Aug 2014
Amended IRS Voluntary Disclosure Programs Expand Eligible Taxpayers But Create The Canadian Snowbird Dilemma: Part 1
On June 18, 2014, the IRS announced significant changes to its current offshore voluntary disclosure programs to ease the tax compliance burden for both residents and nonresidents of the United States who are not compliant with their US tax filing obligations.
22 Jul 2014
What Is So Civil About Penalties, Anyway?
When it comes to tax law, governments have two main arrows in their quiver.
19 Jun 2014
FATCA In Canada: Is The Intergovernmental Agreement A "Good Deal?"
I was called to testify regarding Canada’s legislation that implements the IGA between the US and Canada concerning the Foreign Account Tax Compliance Act.
28 May 2014
FATCA – A Canadian Perspective / Commentary
As many of you know, our firm has been very active in the "FATCA" space.
28 May 2014
Report On Legislative Proposals Relating To Canada – United States Enhanced Tax Information Exchange Agreement
Moodys Gartner is pleased to provide you with this written submission on the draft legislative proposal relating to the Canada – US Tax Information Exchange Agreement.
12 Mar 2014
Summary Of Comments On Canadian FATCA legislation
Canada and the U.S. executed a model 1 intergovernmental agreement which relieved Canadian financial institutions from many onerous obligations under FATCA.
11 Mar 2014
Moodys Tax Advisors Proposes Legislation To Allow Canadians To Deduct Professional Fees Paid In IRS’s Voluntary Disclosure Programs
Our firm, Moodys Tax Advisors, has proactively proposed legislation in Canada that will, if accepted and passed, allow a deduction against Canadian tax for the vast amount of professional fees paid to participate in the Internal Revenue Service's ("IRS's") 2011 Offshore Voluntary Disclosure Initiative ("OVDI"), the 2012 Offshore Voluntary Disclosure Program ("OVDP"), or the (traditional) Voluntary Disclosure procedure.
18 Oct 2012
Canada Revenue Agency ("CRA") Trust Audits - An Update
Our firm's June 21, 2010 blog (yes, that's over two years ago), discussed the CRA's domestic trust audit project. Our February 9, 2011 blog discussed the CRA's high net worth audit initiative (or what the CRA calls the "Related Party Initiative" or "RPI" for short).
28 Jun 2012
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