Accountants
Build stronger Canadian tax judgment throughout the year.
Canadian Tax changes fast.
CTM keeps you
ahead
of the curve
Hosted by Kim G C Moody and Jay Goodis, joined by leading experts from across Canada.
For people who need Canadian tax to make sense
in real life
Wealth advisors
Understand the tax issues behind client planning conversations.
Financial planners
Add practical tax context to retirement, estate, insurance, and business owner planning.
Lawyers
Strengthen tax awareness around planning, estates, disputes, transactions, and client advice.
Business owners
Understand the tax issues affecting private companies, shareholders, families, and major decisions.
Tax Learners
Learn Canadian tax in a practical, engaging way from experienced voices.
Membership Benefits
What your CTM membership includes
Ongoing content
New courses, timely tax updates, member-only sessions, guest expert discussions, and access to the full CTM library.
Practical judgment
Real examples, stories, and discussion that show how tax issues actually show up in client work, business decisions, and planning conversations.
Slides, CPD & tools
Detailed slide decks, CPD certificates, and access to enhanced CTM Practitioner Tools designed to help you work through real tax issues.
CTM Practitioner Tools
CTM Trust Reporting
Navigator
Do you actually have a trust—or a bare trust?
Work through the questions that could change the answer, assess potential T3 and Schedule 15 filing requirements, and identify when more information or professional judgment is required.
"It depends"
shouldn't be the end of the conversation.
Learn the issue. Understand the judgment.
CTM does more than summarize tax rules. We work through what changed, why it matters, where the risks are, and how the issue shows up in client, business, and family decisions
01
The Rule
Understand the rule, its policy rationale and history, and how to explain and apply it without missing the traps.
02
The Context
Understand why the issue matters for owners, families, advisors, businesses, and planning decisions.
03
The Judgment
Hear how experienced tax minds think through risk, tradeoffs, CRA positions, compliance concerns, and practical next steps.
See what to expect
Watch a short excerpt from a real CTM session and see how Kim and Jay work through Canadian tax issues.
Now available
New CTM Courses
Practical tax issues. Real files. Practitioner judgment.
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Available IndividuallyBare Trusts & Trust Reporting: The Filing Obligation Isn’t Going Away
View course → -
Available IndividuallyThe Productivity Mega Deduction: What the Headline Doesn't Tell You
View course → -
Available IndividuallyShould Your Clients Vacation Property Ever Be Held by a Corporation?
View course →
Coming to CTM
Our planned upcoming sessions, alongside timely coverage of important tax developments as they emerge.
Pay the Kids Pay the Spouse When Is the Salary Actually Deductible
October 2026
The Small Business Deduction: Keep It, Kill It, or Fix It?
October 2026
What Can the New CRA Commissioner Actually Change?
October 2026
Before Year-End: What Should Owner-Managers Actually Do?
November 2026
How Did We Get Here? Understanding Canada’s Tax Integration System
November 2026
Budget 2026: What Actually Matters?
November 2026
AMT: When Good Tax Planning Creates a Bad Surprise
December 2026
The Income Tax Act at Its Breaking Point
Upcoming session
Airbnb and Back: The Nasty GST Surprise
Upcoming session
Prescribed-Rate Loans: When Does the Planning Still Work?
Upcoming session
Shareholder Loans: When Does Borrowing Become Income?
Upcoming session
Buy, Borrow, Die: How it Works in Canada and What Works Better
Upcoming session
Your Principal Residence Isn't Always Tax-Free
Upcoming session
Want to know when new sessions go live?
Notify me of new sessionsMeet our featured experts
Recognized voices from Canadian tax, law, wealth management, accounting, and advisory join select CTM sessions to bring specialized perspective to complex professional issues.
John Ruffolo
FCPA, FCA
Founder & Managing Partner, Maverix Private Equity
Areas of Expertise
John Oakey
FCPA, FCA, TEP, CC
Tax Leader of the AC Group & Senior Tax Advisor to CPA Canada
Areas of Expertise
The minds behind CTM.
Kim and Jay combine deep Canadian tax authority, tax optimization, numerical analysis, policy perspective, and real-world planning judgment.
Tax Authority
Kim G C Moody
FCPA, FCA, TEP
Kim G C Moody is one of Canada's most recognized voices on tax. He has held senior leadership roles across Canada's tax community and regularly contributes to national tax policy and public commentary.
- Financial Post columnist
- Former Chair, CBA/CPA Joint Committee
- Former Chair, Canadian Tax Foundation
- Parliamentary committee witness
TAX STRATEGY & OPTIMIZATION
Jay Goodis
CPA, CA
Founder & CEO, Tax Templates Inc.
Jay Goodis is a CPA, CA and Founder & CEO of Tax Templates Inc., where he combines tax strategy, quantitative analysis, and technology to help professionals evaluate complex tax and financial planning decisions. His work focuses on tax optimization — turning technical rules and competing strategies into practical calculations, comparisons, and better-informed decisions.
- CPA Ontario Emerging Leader
- Parliamentary committee witness
- National tax & keynote speaker
- Tax optimization & technology
Annual Membership
One membership. Ongoing Canadian tax learning.
Unlimited access to the CTM library and new monthly content.
For Individuals
CTM Annual Membership
$780
/year
per user · billed annually
Included with both payment options
- 12 months of access to the full CTM library
- 20+ hours of new Canadian tax content annually
- Member-only sessions
- All live sessions
- On-demand recordings
- Guest expert sessions
- Real-world examples and practical judgment
- Detailed slide decks
- CPD certificates
- Access to enhanced CTM Practitioner Tools
For Teams & Firms
Team & Firm Pricing
Flexible pricing for firms and organizations.
Number of users
2 users
Per user / year
$702
$1404 total / year for 2 users
Everything in the individual membership, plus
- Individual login and CPD certificates for each team member
- Lower per-user pricing as your firm grows
- Consistent, up-to-date tax training across your team
- One purchase to manage for the entire team
- Add or adjust seats as your team changes
Looking for a custom session?
Need training for your team, firm, association, or event? Contact us about a private presentation, workshop, or keynote with Jay Goodis or Kim Moody.
Questions before joining?
What is included in the annual membership?
The annual membership includes access to the full CTM content library plus new content released throughout the year. This may include live webinars, recordings, guest sessions, practical updates, detailed slide decks, PD certificates for completed courses, and access to applicable CTM Practitioner Tools. Membership is designed for people who want ongoing access to practical Canadian tax insight rather than purchasing one topic at a time.
What are CTM Practitioner Tools?
CTM Practitioner Tools are practical resources designed to help practitioners work through real Canadian tax issues more efficiently and consistently. Depending on the tool, CTM may offer a free version, an enhanced member version, or access through a particular course. The goal is to complement CTM education with tools that help practitioners apply the thinking to actual files.
Who is CTM for? Do I need to be a tax specialist?
CTM is designed for accountants, wealth advisors, financial planners, lawyers, business owners, and other practitioners who want stronger Canadian tax judgment. You do not need to spend all day inside the Income Tax Act. Some sessions are technical, but the focus is always on practical understanding, real-world context, planning considerations, and better decision-making.
How often is new CTM content released?
New CTM content is released regularly throughout the year, generally monthly and often more frequently. The format, length, and topic will vary depending on what is timely, practical, and useful rather than trying to fit every issue into the same type of course or webinar.
What happens if I miss a live session?
Live CTM webinars are recorded, so you do not need to attend live to benefit from the session. The recording will be available through your CTM account shortly after the live session, along with the full course and related materials.
Are PD certificates available?
CTM provides PD certificates after successful course completion where applicable. Members are responsible for confirming whether a particular session qualifies under the PD or CPD requirements of their own professional body.
How do payments and renewals work for the CTM Annual Membership?
The CTM Annual Membership provides 12 months of access and can be paid in full or through a 12-month payment plan. If you choose monthly payments, you are purchasing the same 12-month membership and simply paying for it over 12 monthly payments. After the twelfth payment, the payment plan is complete. Before your membership ends, we'll email you with the details to renew your membership.
Can I buy individual courses instead of a membership?
Yes. Selected CTM courses may be available for individual purchase and generally include access to that course for 365 days. Members have access to included CTM content while their membership is active. Membership is generally the better fit if you want access to the broader CTM library, new content released during your membership, and applicable member-only Practitioner Tools.
How does group registration work for firms and organizations?
CTM offers team pricing for firms, advisory groups, banks, and other organizations purchasing multiple memberships. When purchasing, select the number of memberships required at checkout. After checkout, you’ll receive a shareable registration link that you can send to your team members so they can register under the group purchase. Each participant will then have their own CTM account, course access, completion tracking, and PD certificates.