1. Presentation

    2. Intergenerational Business Transfers Flowchart

    3. Recording

About this course

  • $170.00
  • 2 CPD hours
  • December 13, 2023

Specific topics to be covered will include:

  • Draft Tax Legislation on various topics released throughout 2023;
  • March 28, 2023 Budget Tax Highlights;
  • 2023 Economic Update Tax Highlights;
  • Selected tax court cases and CRA technical interpretations;
  • Other important tax changes; and
  • Tax planning tips and tricks.
  • Instructor(s)

    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.

    Evan Crocker

    Evan is a Canadian Senior Tax Associate at Moodys Private Client Law. Evan has focused on tax since the beginning of his accounting career, where he started out providing compliance services for owner-managed businesses and the related personal and trust compliance. He now provides tax strategies in an M&A context, corporate reorganization, succession and estate planning, and income tax planning services. He works with every client to ensure their goals are met and the implementation is seamlessly completed. In February 2016, Evan received CPA designation and in August 2019 completed CPA Canada’s In-Depth Tax Program, which he now facilitates to assist the education of future tax practitioners.