Agenda

Jay Goodis (CEO & Co-Founder of Tax Templates Inc.) and Kim G. C. Moody (Founder of Moodys Tax) present an in-depth 90 minute webinar with 200+ slides addressing key tax changes from 2024, including the capital gains inclusion rate increase from 1/2 to 2/3 and its impact on the capital dividend account, along with practical strategies for recognizing capital gains. They explore how the broadened Alternative Minimum Tax base interacts with the new capital gains rules, sharing real-life scenarios and guidance on minimizing AMT liabilities. Attendees will gain an understanding of advanced tax planning opportunities, including the integration of the capital gains exemption, strategies for charitable giving, and the implications of new tax incentives such as the Canadian Entrepreneurs' Incentive (CEI) and Employee Ownership Trusts (EOTs). The session also cover important developments in bare trusts and other critical tax changes, providing participants with actionable insights to navigate the evolving tax landscape.

  • Overview of the changes to the capital gains inclusion rate

  • Understanding the mechanics of the $250,000 capital gains threshold

  • Analyzing integration impacts and opportunities

  • New calculations for the Alternative Minimum Tax

  • Capital Dividend Account changes for loss carrybacks and carryforwards

  • Changes to the Capital Gains Exemption

  • The new "1/3 solution" and 164(6) tax changes on death

  • Tax planning strategies to access the new Canadian Entrepreneurs' Incentive

  • New rules relating to Bare Trusts

  • Accessing the Employee Ownership Trust deduction

Also Included

  • FAQ

    The session is followed by Q&A

  • Recorded Webinar

    Watch the complete recording in your CTM account

  • Professional Development

    Individuals who complete the quiz will receive a PD certificate (90 min)

Course Reviews

5 star rating

Great information made understandable while not overwhelming

Robin Mitchell

As always, Kim and Jay are full of a wealth of information and I appreciate the expertise with which they navigate these changes to make them chewable to the...

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As always, Kim and Jay are full of a wealth of information and I appreciate the expertise with which they navigate these changes to make them chewable to the rest of us. Also applaud Jay and his team for creating & releasing templates that we can use to assist clients in the gap that Finance has created by not releasing crucial legislation to attend to matters related to our Jun 30 2024 and subsequent year-end clients.

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5 star rating

Great course!

Kelly Forzley

5 star rating

Very Thorough!

Evan Morrison

This course contained a lot of good information and the slides and resources were extremely helpful.

This course contained a lot of good information and the slides and resources were extremely helpful.

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5 star rating

2024 Income Tax Update: Navigating the New Complexity

Nathan Tash

5 star rating

2024 Income Tax Update: Navigating the New Complexity

Robert Geisthardt

5 star rating

2024 Income Tax Update: Navigating the New Complexity

Jerry Gartly

5 star rating

Great explanation of newest tax changes.

ELAINE SPENCER

I found the course really informative and the course materials were easy to understand. I will definitely be referring back to the slides for a refresh as I ...

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I found the course really informative and the course materials were easy to understand. I will definitely be referring back to the slides for a refresh as I work through these new rules.

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5 star rating

Great course!

Sau Ming LOH

This course was very comprehensive!

This course was very comprehensive!

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