7:30 am – 7:45 am

Welcome, Introductions and Expectations for the Day

7:45 am – 8:45 am

What’s New in The Canadian Tax World?

Presented by:

Kim G C Moody | CEO, Moodys Private Client, Moodys Tax

Brad Severin | Principal, Moodys Private Client Accounting

Kenneth Keung | Director, Canadian Tax Advisory, Moodys Tax

  • April 7, 2022, Budget – residential property flipping rule, small business deduction amendment, etc
  • February 4, and August 9, 2022, draft legislation including:
    • The “new” trust reporting rules
    • Mandatory disclosure rules
    • Substantive CCPC proposals
    • FAPI amendments
    • GAAR amendments and consultation…. what can we expect?
  • Best practices

8:45 am – 9:30 am

Recent US Tax Changes of Interest to Canadian Taxpayers
Presented by:
  • Inflation Reduction Act – a quick review of changes that should interest Canadians and their advisors
  • Any further amendments expected?
  • Best practices

9:30 am – 10:15 am

What’s New in the Corporate / Business Law World?
Presented by: 


  • Numerous changes to the various provincial, federal statutes and applicable case law will be reviewed so that attendees are up-to-date on requirements and considerations

10:15 am – 10:30 am

Coffee Break

10:30 am – 11:15 am

So You Want to Work and Live in the US?
Presented by:


A Review of the Basic Immigration Options and Considerations.

11:15 am – 12 pm

What’s New in the Trust and Estate Planning World?
Presented by:


Numerous changes to the various provincial statutes and applicable case law will be reviewed so that attendees are up to date on requirements and considerations.

12 pm – 1:15 pm

Lunch and Feature Speaker

Are We Taxed Too Little?

Presented by:

Jack Mintz, President's Fellow - SPP, University of Calgary

With inflation and lower unemployment, public fiscal balances have improved as taxes have been pouring into government coffers. Two years ago, many think-tanks were arguing that we needed to raise taxes to cover the COVID-19 debt but inflation has helped solve that problem.

However, growth is weakening as interest rates climb.

1:30 pm – 2:30 pm

Purchase and Sale of a Business – Basic Review Considerations

Presented by: 

Kenneth Keung | Director, Canadian Tax Advisory, Moodys Tax

Aasim Hirji | Director, Canadian Tax Law | Barrister & Solicitor, Moodys Tax

Doug McCartney | Director | Business Law, Moodys Private Client Law

Roundtable discussion, using a case as an example, that discusses tax and corporate law considerations when purchasing or disposing of a business.

2:30 pm – 3:30 pm

Business Expansion Into the United States
Presented by:
  • So, you’d like to expand your business into the US? What do you need to think about?
  • Immigration issues are front and centre and will usually drive the legal structure considerations
  • Taxation issues are important
  • How will the business be capitalized? Considerations...

3:30 pm – 4:30 pm

So You Have a US Citizen Client Do You?  Basic Tax and Estate Planning Considerations
Presented by: 
  • A basic review of a US citizen’s tax obligations
  • Will drafting considerations
  • Exposure to US estate tax?
  • Gifting assets? Or will that be subject to US gift tax?
  • Is the taxpayer compliant with their US tax filing obligations? Are you sure?
  • Renouncing US citizenship?

4:30 pm – 5:00 pm

Is Canada Ready for a Comprehensive Tax Review / Reform?
Presented by:

5:00 pm – 5:45 pm

Roundtable Sprint – A Sprint Through Some Questions and Topics of Interest

  • Questions will be solicited in advance by participants on any topic of interest (with preference given to questions received from MPC Plus members)
  • Update on Moodys Private Client government submissions – preferred share treatment, rectification / rescission remedies
  • Moodys Private Client Plus opportunities

5:45 pm – close