YYC Beyond the Basics: A Deep Dive into Planning Options

Date: August 6, 2019
Time: 11:30 am - 1:15 pm


Webinar hosted by Moodys
Presented by
 Kenneth Keung CA, CPA (CO, USA), TEP, CFP, MTax, LLB and Kim G C Moody FCPA, FCA, TEP

First proposed as part of the July 18, 2017, private corporation tax proposals, the tax on split income rules were amended three times and ultimately passed into law effective January 1, 2018. Affected business owners as well as their families and advisors have had a little more than a year to deal with this almost incomprehensible legislation. This webinar will provide clarity on TOSI and cover the following:

  • A brief history of the rules
  • An overview (including a review of our firm’s flowchart) on the legislation
  • Dealing with TOSI and remuneration strategies
  • How to deal with certain exclusions from the TOSI rules (“excluded share” planning, “related business” planning, “excluded business” planning)
  • “Prescribed rate” loan planning in light of TOSI
  • Recent CRA commentary on TOSI
  • Practical considerations when dealing with the “reasonableness” test


Thank you for your interest in our webinar! Please fill out the form HERE. If you have any issues please send an email to rsvp@moodystax.com



  •   Tuesday, August 6, 2019
  •   11:30 a.m. - 1:15 p.m. MDT
  •   165 CAD (GST included)