Mo Aafi

Tax Manager, CPA, CA

BY THE NUMBERS

  • 6 years as a cross-border tax professional
  • 4 continents traveled (North America, Europe, Asia, Africa)
  • 2 countries lived in

Mo’s practice focuses on assisting high net worth individuals and businesses with their US and cross-border tax matters. He takes pride in managing his client’s cross-border tax issues by listening carefully to their needs and providing tailored solutions to solve their complex tax problems.

PRACTICE EMPHASIS

  • US citizens resident in Canada
  • Delinquent tax filings for US and Canadian residents
  • US persons investing in non-US entities
  • Canadian investment in US Real Property
  • Canadians doing businesses in the US

PROVEN RESULTS

  • Developed plan to utilize US and Canadian capital losses, resulted in tax refunds of $400,000
  • Identified incorrect state tax filing through review of prior year tax returns for a new client, resulted in over $200,000 of state tax refunds
  • Consulted with Canadian organizations transferring employees to the US and their ability to remain covered under the Canada Pension Plan
  • Advised numerous clients on tax efficient investment holdings including avoiding adverse US tax implications associated with investing in Passive Foreign Investment Companies
  • Recommended tax planning methods designed to avoid or eliminate exit tax exposure for individuals revoking US citizenship

EDUCATION  and  PROFESSIONAL ACCREDITATION

  • Chartered Professional Accountant, CPA, CA
  • Bachelor of Commerce (Finance), University of Calgary