Course content

    1. Presentation

    2. Recording

About this course

  • $125.00
  • 2 CPD hours
  • December 22, 2022

Course description

Before dealing with client corporate year-ends, the end of the calendar year is always a great time to reflect upon the tax changes that have occurred throughout the year. The objective of this session is to ensure attendees are up to date on everything relevant for both corporate and personal taxes, and that nothing was missed during 2022.

During this session, Kenneth Keung and Matthew McCombe of Moody’s Tax, will provide you with an overview of the pertinent legislative and administrative changes and court cases of interest from 2022. Kenneth and Matthew will also provide some insight and suggestions for resultant tax planning in 2023.

Specific topics to be covered will include:

  • Selected tax changes announced in the 2022 Federal Budget
  • New T1134 reporting requirements
  • New T3 trust reporting requirements
  • A brief description of Bill C-208 amendment
  • Selected tax court cases and CRA technical interpretations
  • Other important tax changes as they come up

    • Instructor(s)

    Kenneth Keung

    Kenneth Keung  has been providing his expertise in tax planning to high networth families, private businesses and multi-national enterprises for more than 20 years. His wide-ranging practice includes individual, trust and corporate tax planning, cross-border investments, mergers, acquisitions and divestitures, and estate and succession planning.

    Kenneth is a frequent writer on tax matters and author of many notable published papers. Kenneth is currently a Director of the Society of Trust and Estate Practitioner (STEP), Chair of STEP’s national Tax Technical Committee, a member of the Editorial Board of the Federated Press International Tax Planning Journal, and a member of The Joint Committee on Taxation of the Canadian Bar Association and the Chartered Professional Accountants of Canada. Kenneth was formerly a Governor of the Canadian Tax Foundation, Chair of STEP Calgary, and a member of FP Canada’s Technical Knowledge Development Committee. Kenneth had also facilitated and developed teaching material for CPA Canada’s In-Depth Tax Program for over a decade.

    Matthew McCombe

    Matthew McCombe, CPA is a Canadian Tax Manager at Moodys Private Client. With almost 10 years of experience, Matthew strives to provide expert tax advice to high net-worth families, private businesses and multi-national enterprises. Graduating from Mount Royal University in 2013, Matthew immediately starting articling for his CPA designation at a local Calgary accounting firm. In January 2017, Matthew received his letters and joined the internal tax group at the same firm where his focus was on complex personal and corporate tax matters, as well as trust and estate planning. In November 2020, Matthew completed CPA Canada’s In-Depth Tax Program. In September 2021, Matthew joined Moodys Private Client where he continues to grow his tax knowledge base.