Year-End Tax Planning for Owner-Managers(8) 5.0 average rating
Webinar Recording: On December 1st at 12:00 ET, Jay Goodis, Kim Moody, and Kenneth Keung discussed owner-manager year-end planning including optimization strategies, 2021 + 2022 tax rates, the RDTOH accounts, the passive income grind, and more.
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.
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 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. 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.
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