YYC What You Need to Know

Date: September 18, 2019
Time: 8:30 am - 1:00 pm
Location:  Show map
BMO Centre
Calgary, Alberta

Presented by Greg Gartner CA, MBA, LLB, QCKenneth Keung CA, CPA (CO, USA), TEP, CFP, MTAX, LLBAzam Rajan JD, LLM and Kim G C Moody FCPA, FCA, TEP

Join us for a fast-paced update on everything you need to know regarding cross-border tax to better serve your clients. From a look at the Tax On Split Income one year later, to the specific US tax issues relevant to Canadians that you and your clients need to be aware of, we’ll help you ensure your clients are covered from every angle.


8:30 a.m. – 8:35 a.m. Introduction
8:35 a.m. – 10:00 a.m. A Deep Dive into the TOSI Rules: One Year Later
10:00 a.m. – 10:15 am. Health Break
10:15 a.m. – 11:15 a.m. An Update on the Capital Gains Deduction for Farmers and Small Business Owners – What you need to know and planning opportunities.
11:15 a.m. – 12:15 p.m.

US Tax Issues That You and Your Clients Need to Be Aware Of:

  • US citizens resident in Canada – are you tax compliant? Status of voluntary disclosure programs and why your clients can’t keep their heads in the sand
  • Basic considerations for Canadian business expansion into the US
  • US real estate ownership by Canadians – basic considerations
12:15 pm – 1:00 pm A Review of the Budget 2019 Stock Option Proposals – What should you and your clients be doing now?


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

    •   Wednesday, September 18, 2019
    •   8:30 a.m. – 1:00 p.m.
    •   BMO Centre, Calgary, AB , Mustang Room (2nd floor)
    •   $25 with all proceeds going to Project Warmth