Course content

About this course

  • $125.00
  • 2 CPD hours
  • Dec. 22, 2022 - 11:00 AM ET

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, CA, CPA (CO, USA), CFP, TEP, LLB, MTAX is a Director of Canadian Tax Advisory at Moodys Tax Law / Moodys Private Client. Kenneth has been providing his expertise in tax planning to high networth families, private businesses and multi-national enterprises for almost 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 tax blogger and also an award-winning author of a number of published papers. Kenneth has assisted The Joint Committee on Taxation of The Canadian Bar Association and Chartered Professional Accountants of Canada in working with Finance Canada and the Canada Revenue Agency on the development and enforcement of several tax legislation. Kenneth has also facilitated and developed teaching material for CPA Canada’s In-Depth Tax Program since 2009, and is Chair of the Calgary branch of the Society of Trust and Estate Practitioner (STEP). Kenneth is also part of the Tax Technical Committee of STEP Canada, as well as a member of the Board of Director of STEP Canada. Kenneth previously sat on the Program Committees for the Canadian Tax Foundation national and regional conferences, the award committee for the Young Practitioner writing award of the Canadian Tax Foundation, the Technical Knowledge Development committee for the Financial Planning Standards Council, the Steering Committee of the Canadian Tax Foundation Young Practitioners and the Ernst & Young Power & Utilities Industry Committee.

    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.