Course details

    1. Presentation

    2. Recording

About this course

  • $100.00
  • 1 CPD hour
  • October 13, 2023

Course description

This session will include an in-depth review of the changes to the Alternative Minimum Tax to learn how it affects you and your clients including:
  • Details and history of the AMT changes
  • Real scenarios, calculations and guidance
  • Impacts to investors
  • Charitable giving: Impact and Strategies
  • Capital gains deduction planning
  • Trust impacts
  • Tax planning recommendations and opportunities
  • And much more...

    • Instructor(s)

    Jay Goodis

    CPA, CA

    Jay Goodis is the Co-founder and CEO of Tax Templates Inc. He has broad expertise in Canadian taxation from nearly a decade of practice in national and mid-market accounting firms..

    Combining his tax knowledge and process-building abilities, Jay specializes in tax planning and tax accounting software to support professional users. His current project uses specialized algorithms to determine and explore strategic tax planning solutions. His focus is always on solving challenging tax needs, supporting growth, and integrating efficiencies..

    Jay was recognized as an emerging leader by CPA Ontario in 2018 for his contributions to the CPA profession. He is currently the co-host of Canadian Tax Matters, a professional development webinar series for professionals to stay current on trending topics in tax. .

    Jay has spoken to CPAs across the country in many forums hosted by such organizations as CPA Canada, the Canadian Tax Foundation, CPA Ontario, LumiQ, CPDFormula, AJAG, and many others. He was the moderator of #Trending in Tax, a webinar series hosted by CPA Canada to keep advisors current on important tax issues. The series focused on recent, relevant changes to tax legislation in order to enhance awareness and knowledge of tax issues that impact Canadians. Jay has also been invited to testify to the Standing Committee of Finance on federal budget consultations and has been invited to Parliament to provide recommendations on tax policy.

    Kim Moody

    FCPA, FCA, TEP

    Kim Moody is a Chartered Professional Accountant, a registered Trust and Estate Practitioner and the CEO of Moodys Tax.

    Throughout his career and to this day, he has played an active role in Canada’s tax community and has held prestigious positions such as the Chair of the CBA/CPA Joint Committee on Taxation for CPA Canada, Chair of the Board of Governors for the Canadian Tax Foundation, and Chair of the Society of Trust and Estate Practitioners, among others.

    Kim has also testified on numerous occasions to the House of Commons Finance committee and the Standing Senate Committee on National Finance.

    With the ever-increasing complexity of Canada’s tax system, Kim has become an advocate for Canadian tax reform to help achieve tax simplification, tax certainty, tax fairness, and other economic advantages to Canadian individuals and Canadian businesses.