The Annual T1 Roundup, AC Recorded Webinar Avail Fe 23, 2023

OVERVIEW

Believe it or not, the 2022 T1 personal income tax season is right around the corner! Join Kenneth Keung and Matt McCombe of Moody’s Private Client to get key up to date information and tips to assist with personal income tax season in this timely webinar presented by Wolters Kluwer.

This webinar will get you in a better position to prepare your clients’ 2022 personal tax returns. It will cover changes from the 2022 Federal and Provincial Budgets, relevant CRA announcements, pertinent court cases and will also include great planning and administrative tips that are integral to personal taxation.

TOPICS:

·       What’s new for the 2022 taxation year

·       2022 Federal and Provincial Budget highlights

·       Personal tax planning tips

·       Court Case discussions

LEARNING OBJECTIVES:

·       Identify important new personal income taxation updates

·       Stay up to date with recent court cases related to personal taxation

·       Learn and refresh on personal planning tips

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 financial professionals that are involved in planning and preparation of personal tax returns.

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. 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:

• 30-days 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, and Matt McCombe, CPA

 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 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.