Tag: Taxes

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Tariffs, Trade & Trump: Canada vs. the U.S. with Kim GC Moody (Ep.105)

Tariffs, Trade & Trump: Canada vs. the U.S. with Kim GC Moody (Ep.105)

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How is Canada’s approach to tariffs shaping its economic landscape?

Join Brent Mekosh on Smart Money Simplified as he unpacks the complexities of tariffs and trade between the US and Canada with renowned Canadian tax expert Kim Moody, founder of Moody’s Private Client. Dive into a conversation brimming with insights, from the chaotic effects of tariff policies to political shifts in Canada and their implications for the future of North American trade. 

Brent and Kim discuss:

  • The impact of US-Canada tariffs on businesses [00:01:45]
  • Canada’s political climate and its effects on international trade [00:05:14]
  • The future of energy policies in Canada [00:16:40]
  • Tax reform possibilities under different political leaderships [00:28:24]
  • Media’s role in shaping public perception [00:41:40]
  • And more

Resources:

Connect with Kim Moody:

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About Our Guest: 

The antithesis of the status quo, Kim is driven to innovate new and better ways to do things for the clients he serves, the advancement of the firm, and other professionals in tax. His relentless obsession with knowing everything in the Tax Act makes him a highly sought-after resource for peers and clients. In March 2020, Kim published his first book, Making Life Less Taxing: Pay Attention To Your Taxes So You Can Pay Less Tax and Build a Strong, Smarter Canada – an Amazon bestseller in a number of categories.

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Direct Indexing: The Next Big Thing in Investing? with Sirion Skulpone (Ep. 43)

Direct Indexing: The Next Big Thing in Investing? with Sirion Skulpone (Ep. 43)

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With tax season being over, you know how much your investments cost in terms of tax losses.

Thankfully, there are ways to mitigate those losses next year.

In this episode, Brent Mekosh speaks with Sirion Skulpone, the managing director at Goldman Sachs Asset Management. Sirion explains everything you need to know about direct indexing, tax management, investment planning, and capital gains.

Listen in as Sirion shares the strategies you need to leverage acceptable losses and focus on future gains while shedding light on the role of technology and data when it comes to supporting different investment alternatives.

Sirion discusses:

  • The truth about tax management
  • How investors can benefit from market volatility
  • Ways business owners can decrease the taxation on the future sale of their business through existing losses
  • Ways to incorporate existing stocks within your investment plan without a high taxation
  • And more!

Connect with Sirion Skulpone:

Connect with Brent Mekosh:

About Our Guest:

Sirion Skulpone serves as the managing director at Goldman Sachs Asset Management. She’s also the head of client portfolio management, custom equity, and direct indexing. 

Sirion is highly focused on client engagement and education, portfolio customization, business strategy, and product development.

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