Time to gear up for the 2024 T1 personal income tax season! Join the team of Evan Crocker and Matt McCombe of Moodys Tax 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’ 2024 personal income tax returns. It will cover changes from the 2024 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:
- Dealing with the capital gain changes in 2024 for individuals.
- An walkthrough of the alternative minimum tax (“AMT”) calculation and new Form T691 (if CRA form is available by time of presentation
- What’s new for the 2024 taxation year
- 2024 Federal and Provincial Budget Tax Highlights
- Other relevant government announcements relevant to personal taxation
Learning Objectives:
- Identify important new personal income tax updates.
- Learn and refresh on personal tax planning tips.
Target Audience:
This webinar will be of interest to accountants and financial professionals that are involved in planning and preparation of personal tax returns.
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.
Professional Development Credits (CPD 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:
Matt McCombe, CPA
Matt McCombe, CPA is a Canadian Senior Tax Manager at Moodys Private Client. With ten 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.