
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Canadians Should Ask About Their Tax And Estate Strategy When Relocating To the U.S. To help prepare you, I've invited my good friend, Kim Moody, to join us. He is the founder of Moody's Private Client and Moody's Tax. With decades of experience in Canadian and cross-border tax planning, estate and succession planning, and international tax matters, Kim is one of Canada's leading voices for high-net-worth individuals, business owners, and executives navigating complex relocations to the United States. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

What Millennials and Baby Boomers Should Ask About Living Longer

What Unmarried Couples Should Ask Before Updating Their Estate Plan

What High Net Worth Homeowners Should Ask About Purchasing Insurance When Relocating To A Catastrophic Weather State

What Business Partners Should Ask Before Signing An Operating Agreement
Free AI-powered recaps of 3 Questions and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.