Join us for a concise yet comprehensive 2023 Tax Year in Review session presented by the team of Kenneth Keung, Evan Crocker and Matt McCombe from Moodys Tax. This must-attend webinar will ensure you are up to date on everything that has occurred this year that is relevant for all corporate, trust and personal taxes.

The 2023 Tax Year in Review will provide you with an overview of the pertinent legislative & administrative changes and court cases of interest from 2023.  Kenneth and Matt will also provide some insight and suggestions regarding tax planning and traps.

TOPICS:

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 as they come up

LEARNING OBJECTIVES:

• Get updated with what went out in tax for the year
• Learn details about the recent fiscal updates
• Hear about recent tax court cases

MINIMUM REQUIREMENTS:

You will require an Internet connection and a phone/voice connection at the same time. Most attendees use their computer for the audio. Participants are able to submit questions and comments during the session via a Q&A text panel. Terms, conditions, pricing and services subject to change.

TARGET AUDIENCE:

This webinar will be of most interest to accountants and tax practitioners practicing independently or in small to medium sized firms, and financial planners.

PROFESSIONAL DEVELOPMENT CREDITS (CPE HOURS):

Wolters Kluwer professional development programs are designed to meet the continuing education requirements of a variety of professional associations. These requirements do vary by association and region. Please consult your provincial association to ensure this webinar meets the continuing professional development standards for your specific situation.

Registrations for each Live Webinar are available until the start of each program. We reserve the right to substitute speakers in the case of instructor illness. In the event that we must cancel a Live Webinar, all registrants will be notified immediately and given the opportunity to either transfer their registration to another Live Webinar or obtain a refund. For all Live Webinars that are recorded, participants will have access to the recording for 12 months following the Live Webinar. Partial credit will not be awarded for attendees that are not present for the entirety of the Live Webinar. Credit will not be awarded if an attendee does not answer all of the polling questions (where applicable). Additional credit will not be awarded due to the instructor presenting over the allotted time.

CANCELLATION POLICY:

Due to the costs involved with planning Web sessions, cancellations must be confirmed in writing at least one (1) business day before the beginning of the Web session. If we receive your cancellation notice within the above-mentioned period, you will receive a full refund. No refund will be issued for notices received after the cancellation period.

THIS WEBINAR INCLUDES:

• 12 months to review the webinar recording
• Print version of the presentation slides
• PD Certificate for 2 hours

PRESENTERS:

This webinar is being presented by:

Kenneth Keung, CA, CPA (CO, USA), CFP, TEP, LLB, MTAX; Matt McCombe, CPA;  Evan Crocker, CPA

Kenneth Keung, CA, CPA (CO, USA), CFP, TEP, LLB, MTAX

Kenneth Keung, CA, CPA (CO, USA), CFP, TEP, LLB, MTAX is a Director of Canadian Tax Advisory at Moody’s Tax Law / Moody’s Private Client. Kenneth has been providing his expertise in tax planning to high net-worth 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.

Matt McCombe, CPA

Matt McCombe, CPA is a Canadian Tax Manager at Moodys Private Client. With almost 10 years of experience, Matt strives to provide expert tax advice to high net-worth families, private businesses and multi-national enterprises.

Graduating from Mount Royal University in 2013, Matt immediately starting articling for his CPA designation at a local Calgary accounting firm. In January 2017, Matt 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, Matt 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, CPA

Evan Crocker, CPA 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.