The latest trust reporting amendments are tough to plow through, so Kim Moody has put his flowcharting skills to work. We will go through the latest trust reporting rules, which he has written about often.

For decades, he has helped clarify and simplify the complexities of the tax system for clients, and continues to provide this clarity today. Kim has taken on nearly every prominent role in the tax profession and wants to share what he's learned with the world.

Presenter: 

Kim G C Moody, FCPA, FCA, TEP

The antithesis of the status quo, Kim is driven to innovate new and better ways to do things for the clients he serves, the advancement of the firm, and other professionals in tax. His relentless obsession with getting to know everything in the Tax Act makes him a highly sought-out resource for peers and clients. In March 2020, Kim published his first book, Making Life Less Taxing: Pay Attention To Your Taxes So You Can Pay Less Tax and Build a Strong, Smarter Canada – an Amazon bestseller in a number of categories.

Kim’s primary area of expertise is tax and estate planning for owner-managers of private corporations and executives, particularly those who have entered into the tax complexities that come with being affluent. Though admittedly not one himself, Kim works with many professional athletes (a guy has got to dream after all). Kim also has expertise in trust and estate taxation and enjoys solving the complexities that arise in developing a well-thought-out estate and succession plan and dealing with testamentary taxation matters.