GTA Accountants & Finance Network

Annual T1 Update

Another T1 season is right around the corner! Join us for an up-to-date webinar presented by Evan Crocker and Matt McCombe of Moodys Tax/Moodys Private Client to prepare for the upcoming 2024 T1 personal income tax season.

Safe Income – The New Rules

This course provides an update on the 2023 CRA's Safe Income Paper presented on November 28th, 2023. The course will highlight the differences and similarities between CRA's old and new positions on safe income.

Estate, Trust and Tax War Stories: Critical Lessons Learned from Planning Gone Wrong

The presentation will discuss certain estate and trust matters that we have encountered over the course of our careers (and others that we continue to deal with).  These matters were or are complex. 

Corporate, Personal and Trust Tax Issues (2024)

Please join us for a comprehensive 2024 tax review webinar presented by Evan Crocker and Matt McCombe of Moodys Tax/Moodys Private Client.

June 2024 Changes to the Capital Gain Regime – What You Need to Know

A walk-through of the proposed legislation released on Aug 12, 2024 that changes capital gain inclusion rate from 1/2 to 2/3, discussion of common scenarios, impact of capital gain inclusion rate changes, and examples of the 2024 transitional rules.

Tax Deferrals, Deferrals, Deferrals

This course examines tax deferral provisions in the Income Tax Act (Canada), focusing on rules surrounding them.