Join Jay Goodis (CEO & Co-Founder of Tax Templates Inc.) and Kim Moody (CEO of Moodys Tax) for a 1.5 hour review of the changes to the Alternative Minimum Tax ("AMT") to learn how it affects you and your clients. In this webinar we will explore key elements of the new AMT regime such as the broadening of the AMT base and impacts from capital gains. Gain valuable insights into the implications for high-income individuals, charitable giving strategies, and how different trusts are impacted. Prepare yourself to navigate the complexities of the new AMT rules and make informed decisions.
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.
TOPICS:
- 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...
See the recent article from Kim Moody in the Financial post:
https://financialpost.com/personal-finance/taxes/canadian-charities-worried-tax-changes-passed
LEARNING OBJECTIVES:
- Understand the details and history of the Alternative Minimum Tax
- Learn key elements of the new AMT regime
- Gain valuable insights into the implications for high-income individuals, charitable giving strategies, and how different trusts are impacted
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 interest to accountants and tax practitioners who are looking to assist their clients in understanding the impacts of the new Alternative Minimum Tax regime and exploring planning options for those impacted.
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 a Recorded 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 1.5 hours
PRESENTERS:
This webinar is being presented by:
Jay Goodis, CEO and Founder of Tax Templates, and
Kim Moody, CPA, CEO Moody’s Tax
Jay Goodis
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
Kim 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.