Moodys Tax

09/03/2026

Do you advise US citizens living outside the United States?

When a client begins considering US citizenship renunciation, understanding the tax and planning implications can be critical. Exit-tax calculations, retirement accounts and international assets can introduce complexities that need to be considered before a client moves forward.

On September 15, join Alexander Marino, JD, LLM (US Tax), for Advanced Expatriation Planning for Cross-Border Advisors.

This practical webinar for financial advisors and professional partners will explore key planning considerations, common pitfalls and real-world case examples to help you better understand the issues your US citizen clients may encounter.

A live Q&A will follow the presentation.

Register today: https://moodysprivateclient.com/webinars/financial-advisors-us-citizen-clients/

When A Client May be a US Citizen and What to Do About It.

08/26/2026

𝗨𝗦 𝗜𝗺𝗺𝗶𝗴𝗿𝗮𝘁𝗶𝗼𝗻 𝗢𝗽𝘁𝗶𝗼𝗻𝘀 𝗳𝗼𝗿 𝗖𝗮𝗻𝗮𝗱𝗶𝗮𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀, 𝗘𝗻𝘁𝗿𝗲𝗽𝗿𝗲𝗻𝗲𝘂𝗿𝘀, 𝗮𝗻𝗱 𝗦𝗻𝗼𝘄𝗯𝗶𝗿𝗱𝘀.

The Trump Administration has caused both excitement and confusion with the recently announced “Gold Card” and “Platinum Card.” Reports suggest that the Gold Card, for a $1 million USD contribution, will allow foreign nationals to obtain permanent residence with the ability to live and work in the US, along with a path to citizenship.

Furthermore, the Platinum Card is reported to allow foreign nationals to spend up to 270 days in the US annually without paying taxes on non-US sourced income for a contribution of $5 Million USD.

What the Trump Administration omitted in this announcement was that the existing E-2 Treaty Investor Program and the EB-5 Regional Center Investor Program already offer comparable benefits based on investment, not contribution.

Join us on Wednesday, September 16, 2026 to cut through the Gold and Platinum Card noise and learn how the E-2 and EB-5 Investor programs can work separately or in tandem for you, depending on your US immigration goals.

To register for our complimentary webinar, please visit https://moodysprivateclient.com/webinars/us-immigration-via-investment/

08/25/2026

With Canada-US trade and tariff tensions in the headlines, more US citizens living in Canada may be asking what their US citizenship means for their finances and future.

Alexander Marino JD, LLM (US Tax) joined Sarah Crosbie on Corus Radio’s QR Calgary 770 AM to discuss US citizenship renunciation, including tax implications, consular wait times and the personal considerations behind the decision.

🎧 Listen to the interview: https://bit.ly/46qPSI4

Want to learn more? Join Alexander for a complimentary, in-person seminar in Calgary on Saturday, August 29, 2026, covering the key considerations of US citizenship renunciation. Get informed about the process and potential implications before deciding what’s right for you.

Register: https://moodysprivateclient.com/seminars/calgary/

Please note that this is a live, in-person event in Calgary Alexander Marino JD, LLM (US TAX) Director, US Tax Law | Leader, US Tax Practice Group Alex heads the US renunciation practice, annually representing hundreds of clients worldwide in properly giving up their US citizenship or terminating th...

08/17/2026

Considering Portugal as a European Plan B? Thinking about what it could mean for your US citizenship and tax obligations?

The decisions around residency, citizenship and US citizenship renunciation can be closely connected. Getting the sequence right matters.

Join Alexander Marino of Moodys Tax and Jason Swan of JS Privé for a complimentary 60-minute webinar examining Portugal’s Golden Visa and how it may fit into your longer-term plans.

They’ll discuss the flexibility of Portuguese residency, life in Portugal and access to Europe, important US tax considerations, and when renouncing US citizenship may enter the conversation.
Whether you are looking for greater flexibility while retaining your US citizenship or considering a future beyond the US tax system, this webinar can help you better understand the issues before deciding what is right for you and your family.

Learn more and register: https://moodysprivateclient.com/webinars/us-citizenship-renunciation-portugal/

Complimentary webinar by Moodys Tax Law LLP

08/13/2026

Join us in Calgary for our upcoming in-person USCitizenship Renunciation seminar.

On Saturday, August 29, 2026, we’ll be at the Fairmont Palliser Hotel for a live session designed to help attendees better understand how the US citizenship renunciation process works and the legal and tax considerations involved.

Alexander Marino, our Director of US Tax Law and Leader of the US Tax Practice Group, will answer questions live throughout the session, giving you an opportunity to raise the issues that matter most to you.

If you would prefer to speak privately about your circumstances, there will also be time during the event to arrange an individual consultation.

Fairmont Palliser Hotel, Calgary
Saturday, August 29, 2026
10:00 a.m. MDT

You’re welcome to register friends or family members who may also benefit from attending.

Register here:
https://moodysprivateclient.com/seminars/calgary/

Making a decision as significant as renouncing U.S. citizenship starts with understanding the process and its implications. We hope you’ll join us in Calgary.

07/29/2026

Could Canada's new Bill C-3 make you a dual Canadian-US citizen?

For many Americans with Canadian ancestry, the answer may now be yes. Our latest blog explores what Bill C-3 means, who may be eligible, and why some dual citizens ultimately choose to renounce their US citizenship.

Read the full article here: https://moodysprivateclient.com/canadian-citizenship-through-new-bill-c-3-will-more-american-canadians-now-have-dual-citizenship-to-renounce-their-us-passports

Stay up to date with the latest news and opinions on Canada and US tax changes and how they impact you, from experts dedicated to tax.

07/15/2026

We are proud to be hosting two in-person US Citizenship Renunciation Seminars in Toronto and Montréal this weekend!

Join us for live, complimentary presentations and take advantage of the opportunity to hear directly from Alexander Marino, Director of US Tax Law and Leader of the US Tax Practice Group at Moodys Tax.

Alexander will explain the renunciation process, discuss the key legal and tax considerations involved, and answer your questions during a live Q&A. You'll also have the opportunity to book a one-on-one consultation on-site and leave with practical, actionable guidance.

SATURDAY, JULY 18 – TORONTO
Time: 10:00 a.m. EDT
To register, please visit https://moodysprivateclient.com/seminars/us-citizenship-renunciation-toronto/

SUNDAY, JULY 19 – MONTRÉAL
Time: 10:00 a.m. EDT
To register, please visit https://moodysprivateclient.com/seminars/us-citizenship-renunciation-montreal/

We look forward to seeing you!

07/08/2026

𝗨𝗦 𝗜𝗺𝗺𝗶𝗴𝗿𝗮𝘁𝗶𝗼𝗻 𝗢𝗽𝘁𝗶𝗼𝗻𝘀 𝗳𝗼𝗿 𝗖𝗮𝗻𝗮𝗱𝗶𝗮𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀, 𝗘𝗻𝘁𝗿𝗲𝗽𝗿𝗲𝗻𝗲𝘂𝗿𝘀, 𝗮𝗻𝗱 𝗦𝗻𝗼𝘄𝗯𝗶𝗿𝗱𝘀.

The Trump Administration has caused both excitement and confusion with the recently announced “Gold Card” and “Platinum Card.” Reports suggest that the Gold Card, for a $1 million USD contribution, will allow foreign nationals to obtain permanent residence with the ability to live and work in the US, along with a path to citizenship. Furthermore, the Platinum Card is reported to allow foreign nationals to spend up to 270 days in the US annually without paying taxes on non-US sourced income for a contribution of $5 Million USD.

What the Trump Administration omitted in this announcement was that the existing E-2 Treaty Investor Program and the EB-5 Regional Center Investor Program already offer comparable benefits based on investment, not contribution.

Join us on Wednesday July 29, 2026 for a complimentary on how to cut through the Gold and Platinum Card noise and learn how the E-2 and EB-5 Investor programs can work separately or in tandem for you, depending on your US immigration goals.

For more information, and to register, please visit https://moodysprivateclient.com/webinars/us-immigration-via-investment/

07/07/2026

The recent US Supreme Court decision on birthright citizenship has generated significant attention. But what does it mean for Americans living abroad?

While the ruling addresses constitutional questions surrounding citizenship, it does not change the fact that US citizens remain subject to US tax obligations no matter where they live.

For many long-term expatriates, renouncing US citizenship remains the most effective path to ending ongoing US tax and reporting requirements.

Our latest blog explains what the decision means, what it doesn't change, and why renunciation continues to be an important option for many Americans living abroad.

Read more:
https://moodysprivateclient.com/supreme-court-rejects-trumps-birthright-citizenship-challenge-why-renouncing-us-citizenship-remains-the-optimal-tax-solution-for-us-expats/

Stay up to date with the latest news and opinions on Canada and US tax changes and how they impact you, from experts dedicated to tax.

06/18/2026

Are you prepared for the possibility of higher US taxes, even if you live abroad?

A newly proposed wealth tax legislation could have significant implications for high-net-worth Americans living outside the United States. The proposal includes a potential 40% exit tax for certain individuals who choose to renounce their US citizenship.

For many US citizens abroad, this raises important questions about future tax obligations, financial privacy, and long-term planning.

Our latest blog breaks down the proposal and explores what it could mean for Americans living overseas.

Read the full article here: https://moodysprivateclient.com/are-you-ready-to-pay-more-to-the-irs-new-wealth-tax-proposal-seeks-to-penalize-ultra-rich-expats-and-make-renunciation-costlier/

Stay up to date with the latest news and opinions on Canada and US tax changes and how they impact you, from experts dedicated to tax.