An archive of podcasts about all aspects of charity law in Canada. Tips, trends, and vital how-to information for anyone running a nonprofit in Canada. Note: we are no longer producing new podcasts here.
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Moodys has one single focus: tax. It is all we talk about, so it seemed natural to start capturing some of those conversations to share with you. Podcasts are just natural conversations that happen to take place in front of a microphone, so we decided to launch TaxBreaks, a podcast where where many difficult tax issues are translated into plain English and discussed in a open and frank manner. Our podcast will feature informed discussion, lively debate, and sometimes a little lighthearted fu ...
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Entrepreneur Inspiring Stories to Help Motivate, Build, & Grow Your Successful Business with a Master Class from Entrepreneurial Thought Leaders that tell it How It Is... Millionaire Interviews is actionable advice for the (future & present) Entrepreneur, Thought Leaders, Solopreneur, Youpreneur, and Small Business Owner. The host interviews Business Founders in the Product, Service, Real Estate, and Tech industries so they can teach you from their experience. Connect with other Listeners @ ...
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263: Using Real Human Connections to Achieve Exceptional Success... Doug Brown of CEO Sales Strategies
1:59:52
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Doug C. Brown is the CEO of CEO Sales Strategies and a Sales Revenue and Profit Growth Expert. He has led client award-winning and high-performance teams as well as pioneered profitable development programs for companies. He has advised companies such as Intuit, CBS Television, Procter & Gamble, Enterprise Rent-A-Car, Nationwide, Embassy Suites, In…
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262: From Single Mom Flipping Burgers to a Powerhouse in Venture Capital | Olga Maslikhova of The J Curve
1:18:39
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Olga Maslikhova is the founder and host of The J Curve, the podcast about Latin America tech ecosystem builders. Olga is also a successful tech investor. She aims to share insights and stories from the region's most influential entrepreneurs, investors, and experts. She also leverages her network and knowledge as a member of a global community of w…
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261: Buying a Business at a Great Price! Over 30 Years of Biz Buying & Selling - Richard Parker of Diomo Corporation.
3:11:55
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Richard Parker is the founder of Diomo Corporation – The Business Buyer Resource Center and author of the How To Buy A Good Business At A Great Price series. Richard has purchased thirteen of his own businesses and has been an advisor and broker to small business buyers and sellers for over three decades. He has written and been featured in more th…
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260: From Rabbi School to Supply Chain Innovator. How Izzy Rosenzweig is Saving Customers Time & Money with Portless!
1:18:32
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Izzy Rosenzweig is the Founder and CEO of Portless, a company that fulfills e-commerce orders directly from China to their client’s customers' front doors, massively improving lead times, decreasing shipping costs, and lowering import tax fees. Born from a family that has a strong entrepreneurial spirit, Izzy discovered his passion for business at …
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259: How this Innovative Business is Unlocking Minds... 🤯 The Psychedelic Journey of Dylan Beynon & Mindbloom 🌻
2:01:25
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Dylan Beynon is the Founder and CEO of Mindbloom. Dylan grew up in a family that was torn apart by mental illness. He lost both his mother and sister to severe mental illnesses, addiction, and eventually overdose. For years he struggled to process the impact these losses had on him. It was not until 2009 that Dylan began the healing process when he…
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258: From a Successful Exit to Closing a Company... & Biking His Way Back on Top | The Story of Mike Peregudov of Whizz
1:19:04
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Mike Peregudov is the CEO and Co-Founder of Whizz, an E-bike rental service company for delivery riders. Mike has had diverse work experience, holding several high-level positions in the past. Prior to Whizz, Mike was a General Partner at S16VC starting in 2020. And from 2014 to 2020, he founded and served as the CEO of Yandex Chef, which was later…
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Episode 035 – Impact of August 4th Proposed Amendment to the Alternative Minimum Tax Regime (AMT)
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In our firm’s latest podcast, Kenneth Keung and Kim G C Moody briefly discuss the 2023 Federal Budget proposals to amend the alternative minimum tax regime under Canadian tax law. Specifically, Kenneth and Kim discuss: The history of the AMT; The architecture of the AMT; The 2021 Liberal Party election policy platform promise to introduce a “15% mi…
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Episode 034 – Canada Revenue Agency Audits of COVID-era Supports
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In our firm’s latest podcast, Kenneth Keung and Kim G C Moody briefly discuss Canadian COVID era supports and the fact that the Canada Revenue Agency are auditing some of the support claims. Specifically, Kenneth and Kim discuss: A brief and very general history of the larger supports provided during the COVID era. The fact that the supports were b…
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257: Using Science & Tech to Create a Sweet Solution (Ali Wing of Oobli)
1:23:23
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Ali Wing is the CEO of Oobli, a food-tech company that is aiming to introduce sweet proteins to everyone. Their mission is to make an impact on the world by introducing sweet proteins as a much healthier alternative. The sweet protein was derived from an Oubli plant found in West Africa and Southeast Asia, which inspired the name Oobli. There is a …
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Episode 033 – Tax Considerations For Foreigners Buying Canadian Real Estate
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In our firm’s latest podcast, Kenneth Keung and Kim G C Moody discuss tax issues that need to be considered when non-residents of Canada purchase Canadian real estate. Specifically, Kenneth and Kim discuss: Some recent legislative changes that have impacted the ability of or have consequential impacts such as a ban on foreigners from buying Canadia…
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Episode 032– The Canadian Frustrations When Claiming Foreign Tax Credits
25:08
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In our firm’s latest podcast, Kenneth Keung and Kim G C Moody discuss the frustrations that Canadian individual taxpayers experience when claiming foreign tax credits. Specifically, Kenneth and Kim discuss: What are foreign tax credits? What’s the purpose of them and what are some of the high level eligibility requirements. Using a US citizen resid…
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Episode 031 – Canadians Moving to the US: Tax & Non-Tax Considerations
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In our firm’s latest podcast, Kenneth Keung and Kim G C Moody discuss a topic that has becoming very prevalent in the past few years: Canadians wanting to move to the U.S. for either personal or business reasons (or both). They discuss: The reasons why Canadians are interested in this topic. Important non-tax considerations when planning a move to …
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256: Solving Sexual Health Issues thru Good Vibrations... Soum Rakshit of MysteryVibe
1:55:15
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Soumyadip Rakshit is the CEO and Co-Founder of MysteryVibe, which is an award-winning world leader in medical devices for sexual health. Soum created MysteryVibe to address one of the biggest personal challenges - keeping the ‘mystery’ in the bedroom, especially after major life events like childbirth, menopause, cancer treatment or surgery. To mak…
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Episode 030 – A Summary of Recent Tax Policy Changes With Canadian Residential Real Estate
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In our latest episode of TaxBreaks, Kenneth Keung and Kim G C Moody discuss Canadian tax considerations – including recent policy changes – with respect to Canadian residential real estate. Specifically, Kenneth and Kim discuss: The principal residence exemption – is it too generous? Should there and will there be amendments to this generous exempt…
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255: The Future of Skin Care through AI with Estonian Founder - Anastasia Georgievskaya of Haut.AI
1:23:44
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Anastasia Georgievskaya is the CEO and co-founder of Haut.AI, an Estonian AI-powered skin analytics SaaS platform delivering uniquely personalized skincare recommendations and diagnostics for retail and skin wellness applications. Haut.AI is a leading European AI company delivering hyper-personalized skincare and beauty experiences. Backed by its b…
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Episode 029 – The Supreme Court of Canada’s decision of Deans Knight: Decoding the Tax Implications
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Join us for a listen as Kenneth Keung, Aasim Hirji and Kim G C Moody have a spirited and wide ranging discussion about the implications of Deans Knight. On May 26, 2023, the Supreme Court of Canada released its landmark decision in Deans Knight Income Corp. v. Canada cited as 2023 SCC 16. The case involved whether the application of the general ant…
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254: How a Ukrainian Waiter in Dubai, Facing Overwhelming Challenges, Evolved to an eCommerce Titan (Anatoliy Labinskiy of GSM Growth Agency)
1:33:24
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Anatoliy Labinskiy is the Founder of GSM Growth Agency, an eCommerce growth agency that helps brands grow to 6–7 figures in revenue. He is a self-made entrepreneur, family man, eCommerce expert, and holder of 4-time Two Comma Club awards. His life story exemplifies how everything works against you when it comes to success. Starting as a waiter in a…
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253: Surviving a Storm at Sea & Reflecting on Past Startups via Brett Martin of Kumospace (The Innovative Virtual Office Platform)
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Brett Martin is President & Co-Founder of Kumospace, the virtual office platform where teams show up, as well as Co-Founder & Managing Partner of Charge Ventures, a pre-seed-focused venture fund based in Brooklyn, NY. He also serves as an Adjunct Professor at Columbia Business School, where he teaches data analytics and technology strategy. This Ep…
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252: This Military Spouse takes Training 💪... to a Virtual Level | Molly Rose Speed of Virtual Assistant Management
1:08:57
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Molly Rose Speed is the founder of The Virtual Assistant Academy, a certification for the best Virtual Support Staff in the country, and the owner of Virtual Assistant Management, a placement agency for entrepreneurs in need of top virtual assistant talent for organizations. Her expertise is in online business, systems, and outsourcing. Molly is a …
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Episode 028 – 2023 Federal Budget Predictions
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In this episode of TaxBreaks, Kenneth Keung and Kim GC Moody provide their predictions on what might be included – or not – in the 2023 Canadian Federal Budget (that will be released on March 28, 2023). Kenneth and Kim provide their best “guesstimates” on: Will personal and/or corporate tax rates increase or decrease? Will the Budget contain the lo…
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251: How an Employee Strived for Ownership in his $20MM Tech Company... Lubo Smid of STRV
1:02:51
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Lubo Smid is the Co-Founder and CEO of STRV. Lubo is a tech entrepreneur with a passion for cutting-edge technology and an adventurous lifestyle. He has co-founded STRV, a design and engineering company, that built products for prominent startups like Tinder, The Athletic or Citizen and well-established brands like Microsoft or Barry’s. This Episod…
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250: From Years of Being a W-2 Employee to Becoming A (Non-Food) Franchise King - Jon Ostenson of FranBridge Consulting
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Jon Ostenson is the Founder and CEO of FranBridge Consulting, a top 1% Franchise Consultant in the US, and frequent contributor on franchising across a variety of outlets and publications. Jon is a multi-brand franchisee himself, and along with his business partners, he has great operators leading these ventures. As a result, he is able to commit o…
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Episode 027 – Basic Principles in Remuneration Planning For Private Business Owners
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In this episode of TaxBreaks, Kenneth Keung and Kim GC Moody take it back to basic principles for owner-managers of private corporations regarding how they should pay themselves. This basic principle is not so basic and requires a core understanding of tax principles. In addition, the mathematics needs to be run when considering options and alterna…
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249: War Survivor to Construction Industry Innovator... How René Morkos used AI to Build ALICE Technologies...
1:05:33
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René Morkos, Ph.D. is an inventor, founder, adjunct professor at Stanford University, and CEO of ALICE Technologies. He is the inventor of the world’s first Generative Construction Simulator and Optimizer and obtained his Ph.D. in artificial intelligence applications for construction as a Charles H. Leavell fellow at Stanford University, where he c…
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248: The Secret to Fixing Businesses like Expedia, Rosetta Stone, & PetMeds | Matt Hulett (aka The Startup Whisperer)
1:22:17
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Matt Hulett is the CEO and President of PetMeds. Matt is a seasoned technology executive leading world-class public and private companies and working closely with Boards and investors in organizations that include Rosetta Stone, RealNetworks, Expedia and many more. He has had multiple turnaround successes as a public company president as well as a …
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In this episode of TaxBreaks, Kenneth Keung and Kim GC Moody discuss year-end tax loss selling that is very common towards the end of the calendar year. The objective of tax loss selling is to try to claim losses on non-registered investments against realized capital gains so as to reduce capital gains taxation upon filing of the relevant individua…
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247: Content Creator Builds a Successful SaaS Business & Sells it to Adobe - Alex Packham of ContentCal
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Alex Packham is the Founder of ContentCal and a serial entrepreneur. During the ContentCal journey, Alex raised over £10m for ContentCal, built the business to 3,000+ customers globally, a team of 50, and consistently grew 150% year on year. ContentCal was acquired by Adobe in 2021. Alex currently serves as Product Director at Adobe and is an inves…
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246: Helping Entrepreneurs Grow the Value of their Business | Ryan Tansom of Arkona: Intentional Growth™
1:19:15
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Ryan Tansom is the Co-Founder of Arkona. Ryan helped turn around their family business and then sell it for 8 figures to a local competitor in 2014. The growth and exit process was an unexpectedly difficult undertaking, but the lessons that were learned have proven to be invaluable. He took his experience and co-founded Arkona where he created the …
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Episode 025 – Residential Property Flipping Proposal
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In this latest podcast episode, Kenneth Keung and Kim G C Moody describe the April 7, 2022, Canadian Federal Budget proposal that will introduce a new “Residential Property Flipping” income tax rule. Kenneth and Kim discuss the history and context behind the principal residence exemption, what the new proposals state, proposed exceptions to the new…
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245: From Fashion Model to Nutritional Bar Startup! How Lizanne Falsetto Sold her Business & Started a New Brand: betterland foods™.
1:30:50
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Lizanne Falsetto is the Founder and CEO of Betterland Foods. Years before she became a world-renowned CEO, Lizanne Falsetto began her entrepreneurial journey at her kitchen table, inspired both by a family recipe and desire to solve a personal problem. On that table, the original thinkThin bar was created: a revolutionary bar that would become one …
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244: How a Canadian College Dropout transferred to a Tech Savvy Entrepreneur (Marc Boscher of Unito)
1:12:36
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Marc Boscher is the Co-Founder and CEO of Unito. Marc and Eryk Warren struck gold when they came up with an unconventional solution to the perpetual business problem of cross-team collaboration. SaaS tool use is on the rise, and Gartner predicts the collaboration tool market to double by 2023. But the massive proliferation of online tools is causin…
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243: From Busboy & Broke to Building a Taco Restaurant Empire - Joe Kahn of Condado Tacos
1:02:22
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Joseph Kahn is the Founder of Condado Tacos, which started as a single restaurant in Columbus, Ohio. Today, there are 32 Condado Tacos restaurants with about 3,000 employees nationwide. Since he was a teenager, Joe has been working in the restaurant industry until he was given the chance to transition to the management level. When he turned 38, Joe…
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Episode 024 – The New Canadian Trust Reporting Rules
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The 2018 Canadian Federal Budget introduced proposals that will require certain trusts to disclose significant information about the trust. Later in 2018, draft legislation was introduced to implement such proposals to become applicable for the 2021 taxation year. However, the proposals ended up getting delayed until the 2022 taxation year and the …
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242: A Merger & Acquisition Expert shares... How to Create a Successful Exit Path | Touraj Parang of Serve Robotics
1:08:01
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Touraj Parang is the President & COO of Serve Robotics. He is a veteran Silicon Valley dealmaker, a seasoned entrepreneur, investor, advisor, and M&A expert who has sat in almost every seat around the table structuring and negotiating strategic transactions since the late 1990’s, including as a corporate attorney at legal powerhouses WSGR and O’Mel…
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Episode 023 – Personal Use Assets Owned by a Corporation
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As a follow up to their last podcast on the Jackman court case, Kenneth Keung and Kim G C Moody chat about the dangers of owning personal-use assets inside a corporate vehicle.By Moodys Tax Law LLP
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Episode 022 – Are Pleasurable Marketing Activities a Taxable Benefit
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In this podcast, Kenneth Keung and Kim G C Moody review a recent Tax Court of Canada decision – Bruce Jackman / Nancy Jackman v. HMQ 2022 TCC 73. This case is a rather entertaining case (at least for tax geeks 😂) which dealt with the amount, if any, of the taxable benefit received by the use of a boat owned by a corporation that operated a marina b…
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241: How to Land your First Real Estate Deal... & Transform it into a Community. The Story of Seth Williams & REtipster...
1:08:34
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Seth Williams is the Founder of REtipster.com, an online community that offers real-world guidance for real estate investors. Seth started as a real estate investor buying and selling parcels of land in Michigan and other states. After a few years of being a real estate investor, he had an idea to share his vast knowledge in real estate with other …
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240: Italian Soccer Player takes his Digital Marketing Company Stateside (Rocco Baldassarre of Zebra Advertisement)
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Rocco Baldassarre is the Founder and CEO of Zebra Advertisement. Rocco is the only marketer and the youngest person globally to have ever been awarded an MVP by Microsoft. He is the youngest Google Partners All-Stars Winner. He is also included in the Forbes 30 Under 30 for Marketing and Advertising (Class of 2018). Other nominations and awards inc…
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239: How Eco-Friendly is Your Amazon Shopping Cart? Find out with this Browser Extension... Lizzie Horvitz of Finch
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Lizzie Horvitz is the Founder of Finch, a platform that incentivizes and educates consumers to make better decisions based on the climate & sustainability impact of their purchases. Lizzie has a decade of sustainability experience in both the non-profit and corporate sectors. She is also very passionate about finding solutions to complex problems a…
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238: Abandoned as a Child in Nowhere... to Innovating Pay-by-Text... Everywhere | Larry Talley of Everyware
1:10:46
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Larry Talley and his co-founder, Scott Orlinsky, launched Everyware in Florida, in 2015. Larry has 20 years of experience developing new businesses, turning around companies, growing revenue, leading sales teams, increasing market share, and growing the bottom line. Being abandoned by his mother at a very young age, Larry learned to live on his own…
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237: Bringing Fashion to the Healthcare Industry... Chaitenya Razdan of Care+Wear
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Chaitenya Razdan is the Founder and CEO of Care+Wear, which aims to bridge function and fashion in order to provide a more human healthcare experience. Chaitenya’s journey in the healthcare business began as a response to creating an alternative for a dear friend who was advised to cover and protect their PICC Line with a tube sock. Since then, Cha…
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236: From Producing Movies to Starting & Selling a Virtual World Gaming Community (Derrick Morton of FlowPlay)
1:20:43
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Derrick Morton is CEO of Seattle-based FlowPlay. He's been an entrepreneur, leader and innovator in the digital entertainment industry for more than 20 years. At the helm of FlowPlay for the last decade, he has established the company as the creator of the industry’s most powerful immersive gaming platform, and driven product innovation to build an…
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235: Twin Brothers Establishing Themselves as BiG Players in the Property Management Business | Matthew & Thomas Carcone of Gordon James Realty
1:30:51
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Matthew and his twin brother Thomas Carcone are co-owners of Gordon James Real Estate Services, which has been in the residential and commercial property management business for 9 years. Thomas started the Gordon James Realty with a former business partner until Matthew came on board later on. Both of them were very entrepreneurial at a very young …
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234: Growing a Golf Caddy Business to Shark Tank Stardom - The Side Hustle Story of Meghan Tarmey
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Meghan Tarmey is the Founder of The Caddy Group, which is formerly known as The Caddy Girls. During college, she was bartending when she was invited to become a caddy at the local golf course. This turned into an aha moment for Meghan and she decided to continue and grow this business and make it profitable. Her stint with Shark Tank was also a tre…
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233: From Belarus to Canada ✈ How this Entrepreneur Grew his HuGE Private... Network | Yegor Sak of WindScribe VPN
1:36:26
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Yegor Sak is the Founder of Windscribe, which is a privacy company that offers VPN service for everyone. Yegor was born in Belarus but is currently based in Canada. As he was growing up, Yegor developed a passion for programming and creating websites. As a teenager, he did several projects that earned him some money through online ads. These side p…
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232: Learning to Build Revenue as a Startup in Cyprus (Panos Siozos of LearnWorlds)
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Panos Siozos is the CEO and Co-Founder of LearnWorlds. Panos has a PhD in Educational Technology from the Computer Science Department, Aristotle University of Thessaloniki, Greece. He holds a BSc from the same department. He has extensive work experience as a computer science educator and as a software engineer and IT manager. He has also taken par…
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231: Solving World Hunger thru Vertical Farming Tech - Samuel Bertram of OnePointOne
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Samuel Bertram is Co-Founder at OnePointOne, which is revolutionizing vertical farming by building the most technologically advanced cultivation platform on the planet through innovations in automation, AI, and plant science. Samuel is an entrepreneur with a background in robotics and a passion for health and human wellness. After coming to the Uni…
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230: How to Get Clients via Online Marketing... A Personal (Injury) Story that Grew from Organic Content | Rosenfeld Injury Lawyers
1:17:05
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Jonathan Rosenfeld is the Founder and Owner of Rosenfeld Injury Lawyers LLC. As the founder and managing attorney at Rosenfeld Injury Lawyers, Jonathan’s practice focuses on the representation of the most vulnerable members of society in severe personal injury, medical malpractice, and nursing home negligence matters. Since his days as a clerk in l…
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229: Building a Tech Giant in the Virtual Reality Space | Bart Wilson of VPiX® 360
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Bartley Wilson is the Founder and Chief Marketing Officer at Virtual Pictures Corporation. He is a serial entrepreneur, sales rainmaker, and UX/UI developer of the world's first 360° SaaS platform for commercial and residential real estate. In the early 90s, Bart had a serious motorcycle accident that took him out of the Air Force but eventually le…
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228: From Teacher to Contractor to Manufacturer of Innovative Outdoor Living Products... Scott Selzer of StruXure
1:24:03
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Scott Selzer is the CEO of StruXure Outdoor, Inc. formerly Arcadia Building Products. As a school teacher with a part-time remodeling company, Scott specialized in building decks and pergolas, refinishing basements and tackling other home improvements projects for his clients. When his students encouraged him to follow his dream to become a full-ti…
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