Brockers Making News
[Note: See also list of articles on Alliance for the Defence of Canadian Sovereignty’s FATCA IGA lawsuit (Hillis and Deegan v. Attorney General of Canada) at this link. ADCS Co-Chair John Richardson, BA, LLB, JD (Member of the Bars of Ontario, New York and Massachusetts) has written extensively and very informatively on US tax and citizenship matters, List of his articles (with links) here.]
(1) Articles written by and (2) Media coverage of Brockers
(1) Articles written by Brockers
2016.04.14. FATCA: A Foul Up, Suzanne Herman, The Local.
2016.04.14. So now the CRA is going after infants? Lynne Swanson, iPolitics.
2016.03.26. Taxation Abroad, Suzanne Herman, Fernandina Beach News-Leader.
2015.07.28. Fighting FATCA “Tyranny”, Lynne Swanson, Tax Connections.
2015.06.04. FATCA is an attack on Canadian sovereignty, Lynne Swanson, The Hill.
2015.05.05. Making Citizenship-based Taxation Reform Easy, Lynne Swanson, Tax Connections.
2015.04.28 Americans abroad need tax justice too, Lynne Swanson and Victoria Ferauge, The Hill.
2015.01.17. FATCA: The Worst Law Nobody’s Ever Heard Of, Part I, Muzzled-No-More. (Muzzled-No-More’s article is published in International Man with introductory comment by Nick Giambruno.)
2014.11.28. USA Went to War With UK Over Taxing .. See the Irony, Lynne Swanson, Tax-News.
2014.07.08. Why Does US Congress and IRS Want a Canadian Cop? Lynne Swanson, TaxConnections.
2014.06.25. Canadian House of Commons Votes to Help US IRS Seize Bank Records of Canadians. Lynne Swanson, Tax-News.
2014.06.09. FATCA “Sea Change”. Lynne Swanson, Tax-News.
2014.03.20. The FATCA of the Matter. Suzanne Herman, Squamish Chief, Canada
2014.02.07. Canada Capitulates on FATCA Agreement. Don Whitely, BC Business, Canada.
2014.02.04. Is Uncle Sam’s IRS After You? Lynne Swanson, London Free Press, Canada.
2014.01.08. Cruzing in Reverse, Lynne Swanson, OpEd News, USA.
2013.12.16. U.S. Citizenship Based Taxation: Unique or Outrageous. Lynne Swanson. Tax News. UK.
2013.11.06. FATCA Faces Tell the Real Story. Lynne Swanson. OpEd News. USA
2013.10.25. FATCA Attack Around the Globe, Lynne Swanson, OpEd News, USA.
2013.10.09. Reality Check, Lynne Swanson and Victoria Ferauge, Tax-News, USA.
2013.10.06. FATCA: We Are Not Myths, Lynne Swanson, OpEd News, USA.
2013.10.01. Open Letter to President Obama, US Treasury Secretary Jack Lew, IRS Acting Commissioner Daniel Werfel, Senator Carl Levin, The Money Guide. Canada.
2013.09.17. Dual Canadian- American Citizens: We Are Not Tax Cheats. Lynne Swanson. Financial Post. Canada.
2013.09.11. FATCA: Losing its Way. Victoria Ferauge and Lynne Swanson . Accounting Today. USA.
2013.08.22. Nothing Against the United States (Until Now). Lynne Swanson. The Hill. USA.
2013.07.31. FATCA: A Simple Premise Gone Terribly Wrong. Victoria Ferauge and Lynne Swanson. The Hill. USA.
2013.01.07. IRS Wants Canada to Nab US Tax Cheats: Why We Should Care. Don Whitely. The Globe and Mail. Canada.
2012.11.25. The Accidental Kenyan: What Would Happen if the African Nation Copied US Tax Policy? Don Whitely. Vancouver Sun. Canada.
2012.10.05. US Tax Laws: The Long Arm of Uncle Sam. Don Whitely. BC Business. Canada.
(2) Interviews with Brockers, Brockers quoted in the media and articles mentioning Brockers
2018.07.18. FATCA Repeal Update: The action to take right now! Suzanne Herman and John Richardson interviewed by Anthony E. Parent, IRS Medic. video.
2018.04.30. Trump’s tax reform affects Canadian residents,The National, CBC TV, Canada. Suzanne and Ted Herman interviewed.
2018.04.30 Trump tax reform resulting in massive bills for thousands of Canadian residents, CBC News, Canada. Suzanne and Ted Herman interviewed.
(Note: the term “Canadian residents” is used in these CBC headlines. This could lead one to think it only affects people with permanent, or even temporary, resident status, but this matter also affects Canadian citizens (which the Hermans are)).
2018.03.04. Tax fears: US-Aussie dual citizens provide IRS with details of $148 billion, Julie Powers, Sydney Morning Herald, Australia. Karent Alpert interviewed.
2017.02.11. Toward Natural Born Derivative Citizenship, John Vlahoplus, British Journal of American Legal Studies, Vol 7 (forthcoming/draft). Carol Tapanila (Calgary 411) quoted footnote 49, p. 12.
2017.01.29. Transfer of Canadian banking records to US tax agency doubled last year, Elizabeth Thompson, CBC, Canada. Lynne Swanson quoted.
2016.11.10. Karen Alpert interview, “Time for a Change: The US-Australia Tax Treaty”, Anthony Parent and Claudine Gindel, IRS Medic.
2016.09.15. US tax laws, politics pushing more dual citizens to renounce citizenship, Jeff Lee, Vancouver Sun, Canada. Tricia Moon interviewed.
2016.09.11. US citizens renouncing because of tax laws affecting Australian superannuation, Julie Power, Sydney Morning Herald, Australia. Karen Alpert interviewed.
2016.03.17. Revenue minister could have to face committee on record sharing with IRS, Elizabeth Thompson, iPolitics, Canada. Lynne Swanson mentioned.
2016.03.17. Trudeau Liberals reverse position on controversial IRS information sharing deal, Elizabeth Thompson, iPolitics, Canada. Lynne Swanson mentioned.
2016.03.16. Revenue Canada quietly handed 155,000 Canadian banking records to IRS, Elizabeth Thompson, iPolitics, Canada. Lynne Swanson quoted.
2016.03.16. John Richardson, ADCS co-chair, interview. “The Exchange,” CBC-tv, Canada.
2016.03.05. Border babies v the IRS, The Economist, UK. Coverage of the ADCS lawsuit.
2015.08.20. IRS sued over treatment of Americans who bank abroad, Paul Mirengoff, Powerline, US.
2015.08.27. Ruling next month on Canadian citizens’ challenge to FATCA, STEP.
2015.08.26. Which will come first: A decision in the FATCA legal challenge or the first exchange info?, Mary Teresa Bitti and Jules Melnitzer, Financial Post, Canada.
2015.08.04. Two Women Challenge Law Allowing Ottawa to Give Info to US Tax Collectors, Neal Hall, Metro News, Canada.
Lawsuit by US Presidential Candidate Challenges the Constitutionality of FATCA, Leslie Kellogg, JD Supra. Stephen Kish mentioned.
2015.07.18. Another Look at FATCA, One Citizen Speaking, US. Stephen Kish and Daniel Kuettel mentioned.
2015.04.16. FATCA Victim, on Renouncing Citizenship: “It was a gut-wrenching experience that I do not think I will ever be over,” Matt Welch, Reason.com. Features Ruth Freeborn.
2015.04.15. One-Third of Americans Living Abroad Have Thought Actively About Renouncing Citizenship Due to Tax Filing, Matt Welch, Reason.com. Illustrated with photo of Brock’s Anti-FATCA Protest, Parliament Hill. Canada, October 2013.
2015.03.30 Living in the Past: Citizen Relinquishments: Am I Still a US Tax Citizen, Virginia La Torre Jeker, Anglo-Info, Dubai. ACDS Co-Chair John Richardson quoted.
2015.03.01 More than one way to skin a FATCA, CPA Canada, refers to Canadian Rocky Martin (Krackerjack 121)’s renunciation in Mexico.
2015.02.27 Alberta online bank first in Canada to shun US clients amid tax rules, Barrie McKenna, Globe and Mail, Canada. Tricia Moon quoted.
2015.02.15 Goodbye, Uncle Sam? How the Foreign Account Tax Compliance Act is Causing a Drastic Increase in the Number of Americans Renouncing their Citizenship, Taylor Denson, Houston Law Review. This references Lynne Swanson’s and Victoria Ferrauge’s article in Accounting Today. It also mentions Peter Dunn, contains a paragraph on Daniel Kuettel, and a paragraph on the ADCS lawsuit.
2015.01.21. Expats Question Accuracy of New York Times Article on Chinese Taxation, Stephanie Soong Johnston, Tax Analysts. Refers readers to Eric’s post — “The Isaac Brock Society, an organization focused on the U.S. government’s treatment of its taxpayers living in Canada and abroad, immediately seized on the article, pointing out in detail what it considered to be inaccuracies in a January 8 blog post titled ‘No, China does not have citizenship-based taxation.’ In the post, the organization points out …”
2015.01.08. David Kuenzi, Ask an Expert: How to Handle Foreign Pension Limbo, Wall Street Journal, US. Neill Clift asks a question on pensions.
2014.12.08. Ask an Expert: Answering an Expat Reader’s Real-Estate Sale Query, Jonathan Lachowitz, Wall Street Journal, US. Suzanne Herman asks a question on capital gains.
2014.11.18. Meet the Alberta man who went to Tijuana to renounce his US citizenship. Rocky Martin interviewed by Patrick Cain, Global News, Canada.
2014.10.30. Tricia Moon interviewed on Canada AM, CBC.
2014.07.23. Metro Vancouver Woman Joins Movement to Drop US Citizenship, Douglas Todd, Vancouver Sun. PatCanadian interviewed.
2014.07.04. Anti-American July 4th Party Held in London, CTV News, Canada. Lynne Swanson (Blaze) and Native Canadian are interviewed.
2014.07.04. WhiteKat interviewed on “All In A Day”, CBC Radio, Canada.
2014.07.04. U.S. tax crackdown driving more expats living in Canada to Renounce Citizenship. Barbara Shecter, Financial Post. Gwen and Tricia Moon interviewed.
2014.07.04 Fighting US Tax Treaty Isn’t Lost Cause To Him. Tim Harper, Journal-Pioneer, Summerside, Canada. Stephen Kish interviewed.
214.07.03. Expats Feel Sold Out by Canada: Canadian citizens with US roots plan a court challenge after Ottawa rolled over to Washington’s heavy-handed search for back taxes, Tim Harper, Toronto Star, Canada. Stephen Kish interviewed.
2014.06.30. Independent Nation on ThatChannel. Peter Dunn and Tricia Moon interviewed by John Richardson.
2014.06.14. More Expatriate Americans Break Up With Uncle Same To Escape Tax Rules. Wall Street Journal, US. Tricia Moon interviewed.
2014.05.13. Lynne Swanson’s presentation to the House of Commons Finance Committee.
(Lynne’s presentation starts at 1:21:41)
2014.04.26 More Renounce US Citizenship but Deny Stereotype. Adam Geller, AP Bloomberg Business Week News. Carol Tapanila interviewed.
2014.04.22. More Renounce US Citizenship but Deny Stereotype. Adam Geller, AP (Sioux City Journal), US. Carol Tapanila interviewed. Preview with photos. Full article due out April 27th.
2014.04.20.U.S. tax law could ensnare unsuspecting Canadians. Bill Mah, Edmonton Journal. Gwen interviewed.
2014.04.08. The Dark Road: The Worst Tax Law You’ve Never Heard About. Alex Newman, The New American. Ruth Freeborn interviewed.
2014.04.04. How to Get Rid of an Unwanted US Citizenship. Patrick Cain, Global News, Canada. Lynne, Vi, Carol Tapanila and Kathleen interviewed.
2014.03.04. Peter Dunn interviewed by John McComb, CKNW, Vancouver, Canada
2014.02.12. This Could Destroy the Lives of Millions. Gwen interviewed. International Man, Nick Giambruno.
2014.02.12. Washington and Ottawa Reach Tax Deal. WBFO, Buffalo, US. Ruth Freeborn interviewed and Allison Christians, Chair, Tax Law Dept, McGill Univ. Faculty of Law interviewed.
2014.02.11. Liquid Lunch with Hugh Reilly and Sandra Kyrzakos. That Channel, Canada. Gwen, Peter Dunn and Tricia Moon. [This segment begins at 1:27:50]
2014.02.11. Independent Nation with John Richardson and Bahman Yandazfar. Peter Dunn and Tricia Moon interviewed. Canada.
2014.01.27. Canadian Data Doesn’t Support Stereotype of the Wealthy US Expat. Patrick Cain, Global News, Canada. Not an interview, but Victoria Ferauge is quoted along with a link to her blog “The Franco-American Flophouse,” with the author’s recommendation that “Ferauge’s writing about FATCA (and other things) is wise and careful, and worth your time.”
2014.01.15. “IRS Could Pry Into Canadian Bank Accounts“. Gwen interviewed. Wei Chen, Ontario Morning, CBC Radio, Canada.
2014.01.13. CBC Radio Metro Morning. Gwen interviewed. Matt Galloway, CBC Radio, Canada
2014.01.13. CBC TV News. Carol Tapanila and Gwen Interviewed. CBC TV, Canada. [at apprx minute 14:45 to 18:30]
2014.01.13. US FATCA Tax Law Catches Unsuspecting Canadians in its Crosshairs Carol Tapanila and White Kat interviewed. Amber Hildebrandt, CBC, Canada.
2013.11.27. New Tax Law Driving Expats to Renounce US Citizenship. Ruth Freeborn interviewed. William Douglas, McClatchy DC, USA.
2013.11.19. The World at Six. Gwen interviewed. Also interviewed Allison Christians (Chair, Tax Law, McGill University Faculty of Law) and Marion Wrobel (VP Policy, Canadian Bankers Association), James Fitz-Morris, CBC Radio. Canada. This segment is at 14:47 to 17:37.
2013.11.15 . Grassroots Challenge to FATCA in Canada. Tod Stoner, Cayman Compass. Cayman Islands.
2013.11.13. FATCA Under Fire From Tax Experts and Canadian Citizens The Current w/Anna Maria Tremonti. Ruth Freeborn (AtticusinCanada) interviewed. Also Allison Christians (Chair, Tax Law, McGillUniversity Faculty of Law and Marion Wrobel, VP Policy, Canadian Bankers Association). CBC Radio. Canada.
2013.11.10. Talking FATCA with the Stateless Man. Victoria Ferauge and Daniel Kuettel . The Stateless Man, internet.
2013.11.08. FATCA Draws Protestors Out in the Cold. Shealin Boswell. The Press. Canada. Makes reference to Isaac Brock Society.
2013.10.28. Peter Dunn tells CCTV that the United States is the Greatest Threat to his Family in Canada. CCTV.
2013.10.01. Why I Gave Up my US Passport. 20 individuals from various countries, including Michael Putnam. BBC News Magazine. United Kingdom.
2013.09.30. What it feels like to give up your American citizenship. Swiss citizen Daniel Kuttel on renunciation. BBC World Service. United Kingdom.
2013.09.26. Why Are Americans Giving Up their Citizenship? Simple Answer, FATCA. Victoria Ferauge interviewed. BBC News Magazine, United Kingdom.
2013.09.09. Flaherty Says Tax Deal Near on Americans Living in Canada. Ruth Freeborn and White Kat were interviewed at the first public protest against FATCA, the “Two Mom Protest,” at the Finance Minister’s press conference on September 9, 2013, in Ottawa. Barrie McKenna with Bill Curry, The Globe and Mail, Canada
2013.08.17. Overseas Americans: Time to Say ‘Bye’ to Uncle Sam? Daniel Kuettel interviewed. Laura Saunders, Wall Street Journal. USA.
2013.08.09. Number of Americans Renouncing Surges. Carol Tapanila interviewed. Liam Pleven and Laura Saunders, Wall Street Journal. USA.
2013.05.04. Marvin van Horn interviewed by David Kestenbaum on Planet Money. NPR, USA.
2012.04.22. Peter Dunn (Petros) interviewed by Peter Dunn (Pete the Planner), WIBC Radio. USA
I’m very sorry to read of your mother’s passing today. You said at Maple Sandbox that she lived a simple, quiet life and that she touched the lives of many. She also gave us you, her treasured daughter, who in turn has touched our lives and carried our concerns to the media with the courage and verbal adeptness that must have been instilled in you by her. My sincere condolences to you and your family.
What a beautiful tribute to Blaze’s mom, Em, and so true. We’re with you now, Lynne, in this time of such a loss to you. Take care.
I just thought I’d pass this along from the Maple Sandbox. I read there every day but in order to keep some semblance of comment order in my head I only comment here at Brock. Blaze is a heroine to all of us at Brock and the Sandbox.
Thank you everyone for your condolences. I am leaving soon to go to Pennsylvania for my mother’s funeral.
Her obituary said “Helen inherited her feisty, stubborn and independent genes from her mother and passed them on directly to her two daughters.”
And don’t we all know that. Blaze is the epitome of feisty. Safe journey, Blaze.
The IRS Chaos was Known When it was Conceived!
excerpted from Andy S’s work
A Brocker’s question gets answered in the Ask an Expert section of the Wall Street Journal’s Expat section:
Information every *US Person* who lives abroad and owns a home needs for future reference — who knew? Legal interpretation for *US Persons* definitely needed before selling in many cities in Canada.
Pingback: The Isaac Brock Society | WSJ wants stories from Expats
At the risk of self promotion. There should be a link to my story about expatriating by traveling to Mexico on this list as well.
The link is below:
Absolutely you belong on this thread. Have you received your CLN yet? Truthfully I had forgotten this thread existed. There’s the link over in the righthand column and I even made the first comment. Doh!
Thanks for the reminder, Rocky! I added it to the list.
@ All. If you are interviewed in an article/video or write one that is published or if you see an article/video about or by a Brocker in the news, please do post a comment here. That’ll make sure it gets on the list. Thanks.
I have not received my CLN yet. I am not expecting it anytime soon. I just have put it on the back burner. I don’t have the time and energy to worry about it. It will show up when it shows up.
Thanks for the inclusion.
My question was published in the WSJ in the ask the expert section. I was disappointed that they think the need to file the informational forms and it’s associated risk not to be a real problem. They also think there is no real chance this will change.
I guess as far as tax pros are concerned tax form complexity is a good thing.
Date of article at the top of the list should be 2015, not 2014
Thanks, Barbara. Fixed.
John Richardson of ADCS mentioned here:
At the risk of a little more self promotion. I found another link to a spot where my trip to Mexico to renounce was mentioned again.
I really did not think that what I did was newsworthy, but apparently I was wrong.
It should be newsworthy that US-defined US citizens find ways to *avoid* the long wait lines to get out from under the absurdity of US citizenship-based taxation and FATCA brought into their countries by finding shorter waiting lines than those in nearer-by US consulates. Excellent planning and timing by one such person (who had no say in where or to whom he was born and have an acquired US citizenship) to save on the extortionate rise in US renunciation fee from US$450.00 to $US2,3500 (such savings no longer available). Instead the media frames it in to me a different connotation, as
“At least one Canadian has gone to great lengths *to avoid Uncle Sam* under the new Foreign Account Tax Compliance Act, which requires banks in Canada to give the IRS data on clients who may be US citizens.”
What you did was brilliant!
Thanks! It’s hard to keep up with listing Brockers in the News, appreciate your bringing this to my attention.
If you get quoted or mentioned in an article or newscast, don’t be shy! Make a comment on this thread and I’ll be sure to see it and add it to the list.
@ calgary411 – Thanks, it was more out of self interest that I did not want to pay the money. I also had taken some of the “saved’ money and put it towards the lawsuit. I just could not help myself. It was too good of an opportunity to pass up.
Glad to do it. Anything to help me ego. 🙂
Downloadable ebook: “Bold, Brave, Born to Lead; Major-General Isaac Brock and the Canadas” http://EmailLargeFile.com/d/CDBNU6KSSLQ
A letter to the editor of the Fernandino Beach News Leader. See “Taxation Abroad” under “Voice of the People”:
Nicely written, Bubblebustin. I’d love to see the reactions of some of the Floridians reading that. Hopefully it will burst a few bubbles of misconceptions about Americans abroad.
You write it all wo well, bubblebustin. You will have made some think more than once about this. As always, thanks.