1. Presentation

    2. Recording

About this course

  • $170.00
  • 2 CPD hours
  • March 7, 2024

Course details

This webinar will ensure you are ready to prepare your clients’ 2023 personal income tax returns. It will also cover changes from the 2023 federal and provincial Budgets, relevant CRA announcements, and pertinent court cases, as well as helpful and relevant planning and administrative tips to ensure you are prepared for the 2023 personal tax season.

This webinar will include the following topics:

  • What’s new for the 2023 taxation year
  • 2023 Federal and Provincial Budget Tax Highlights
  • Personal tax planning tips
  • Relevant court cases
  • 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.