Accountants
Build stronger Canadian tax judgment throughout the year.
Canadian tax changes fast.
CTM keeps you ahead of the curve.
Ongoing Canadian tax learning with Kim G C Moody and Jay Goodis.
MONTHLY
New CTM content
20+
Hours of CPD content/year
LIVE
Webinars + Q&A
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.
"It depends"
shouldn't be the end of the conversation.
Annual Membership
One membership.
Ongoing Canadian tax learning.
Access the CTM library, live sessions, recordings, slides, and CPD content.
Most Popular
CTM Annual Membership
$499/yr
per user · billed annually
- Access to the CTM library
- New monthly content
- Live sessions and recordings
- Guest expert sessions
- Detailed slide decks
- CPD certificates
- Live Q&A
Team & Firm Pricing
Flexible pricing for firms, advisory groups, and organizations.
Number of users
2 users
Per user / year
$449
$898 total / year for 2 users
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 technical point clearly enough to explain it, apply it, and know when the details matter.
02
The Context
See why the issue matters for clients, 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.
The minds behind CTM.
Kim and Jay combine deep Canadian tax authority, practical questions, 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
Host
Jay Goodis
CPA, CA
CEO, Tax Templates Inc.
Jay Goodis is a CPA, CA and CEO of Tax Templates Inc., a Canadian tax software company used by professionals to complete complex tax planning and tax accounting work.. Jay helps accountants, advisors, and lawyers turn technical tax rules into practical calculations, planning workflows, and client-ready documentation.
- Tax software CEO
- CPA Ontario Emerging Leader
- Parliamentary committee witness
- National tax speaker
Why professionals choose CTM
Trusted by professionals who want practical Canadian tax learning that is current, clear, and grounded in real experience.
“CTM helps me connect the technical tax rules to the real conversations I’m having with clients. The sessions are current, practical and easy to follow which makes it easier to bring those ideas back into client planning discussions with more confidence.”
“Canadian tax can feel overwhelming, but CTM makes it much easier to understand what actually matters. Jay and Kim explain the issues in plain language, with practical examples that connect to real business and family decisions.”
“What I value most is the judgment. CTM does not just list the rules, they explain the context, the grey areas, and the practical thinking behind the tax issues.”
See what we're doing
Recent CTM sessions
Explore recent CTM sessions available to members. Individual sessions may also be available for separate purchase
Questions before joining?
What is included in the annual membership?
The annual membership includes access to all past CTM content plus new content released monthly. New content may include live webinars, recordings, guest sessions, practical updates, slide decks, and PD certificates for completed courses.
Are slide decks included?
Yes. Detailed slide decks are included with CTM sessions where applicable and are available through your CTM account.
How often is new content released?
New CTM content is released monthly, and often more frequently. The format, length, and topic will vary depending on what is timely, practical, and useful for members.
Do I get access to recordings if I miss a live session?
Yes. Live webinars are recorded, and recordings are made available through your CTM account.
Are CPD certificates available?
CTM provides CPD certificates after successful course completion where applicable. Members are responsible for confirming whether a session qualifies under their own professional body's PD or CPD requirements.
How long do I have access?
Members have access to included CTM content while their membership is active. Individual course purchases include access to that course for 365 days.
Can I still buy individual sessions?
Yes. Individual CTM sessions may be available for separate purchase. Individual course purchases include access to that course for 365 days. Membership is the better fit if you want access to the broader CTM library and new content released while your membership is active.
Can firms buy multiple memberships?
Yes. CTM offers team pricing for firms, advisory groups, banks, and organizations purchasing multiple memberships. Each user receives their own account so access, completion, and certificates are tracked individually.
Who is CTM for?
CTM is for accountants, wealth advisors, financial planners, lawyers, business owners, and serious learners who want stronger Canadian tax judgment for real-world planning, advisory, business, and family decisions.
Is CTM only for tax specialists?
No. CTM is designed for people who want stronger Canadian tax judgment, whether or not they spend all day inside the Income Tax Act. Some sessions are technical, but the goal is always practical understanding, context, and better decision-making.
What happens after I join?
After joining, you will create or use your CTM account and access included content through your dashboard. You will also receive updates as new sessions and topics are released.
Do I need to register for live sessions if I'm already a CTM member?
Yes. CTM members have access to live sessions. You can register yourself or up to 5 eligible CTM members using the live-session registration form.
Register here