DAC 2022: The Speed of Tax Change

Join Kim G.C. Moody, FCPA, FCA, TEP will be taking the live stage at DAC Acuity 2022 to discuss The Speed of Tax Change and what it means for financial professionals and their clients.  In his entertaining style, Kim will discuss the  very complex and pervasive changes that continue be proposed at mach speed.  How do you keep up-to-date to ensure your practice responds appropriately for the benefit of clients?  This session will give straight-forward suggestions to help you navigate this important topic.

Kim G C Moody FCA, TEP, is a Chartered Accountant, Registered Trust and Estate Practitioner and a tax specialist practicing in Calgary as the CEO / Director Canadian Tax Advisory with Moodys Private Client Law LLP / Moodys Private Client LLP and Moodys Tax (a division of Moodys Private Client Law LLP).  His main area of expertise is tax and estate planning for the owner-manager of private corporations, executives, professional athletes, and other high net worth individuals.  Kim obtained his Bachelor of Management degree from The University of Lethbridge and his CA designation from The Institute of Chartered Accountants of Alberta in 1994.

Kim’s unique ability is being a loyal, transparent, and honest intellectual rebel who always does the right thing. His passion to lead, teach, never settle, and both seek and speak the truth aid in his contributions to the tax landscape. Kim desires to be an inspirational example for those around him to continuously grow.

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The Agenda.  Of course, you don’t just come to DAC for the networking, there is the serious work of understanding the trends that lead to sound decision-making with your clients in the current environment.  Here are some highlights from this year’s educational agenda.

On the Full Agenda:

• Velocity: The Speed of Change and Its Effects on Your Work
• Ethical Behaviors: Breaking Down the Duties of Care
• The Velocity of Money: The Rate of Spending and Its Impact on Investors
• Coming Home: The Tax Quagmire for Ex-Pats
• Team Building: Lunch at the Improv
• New Money Demographics: Integrating Digital Currency in Investment Conversations
• Hedging Risk: How to Manage Volatility to an Investor’s Advantage
• Investor Behavior: Managing Fear of Missing Out
• Truth & Reconciliation
• Rethinking Wealth Advisor Services
• Help Wanted: Transformative Leadership for Canada
• The Speed of Tax Change: What it Means for You and Your Clients
• New Trends in Group Benefits
• How to Get More Distance from Your Pension Plan
• Planning for Disability: A Multi-Advisory Case Study
• Doing Good: Why Making a Social Impact Matters to Your Next Client
• Velocity: The Need for Speed to Succeed

Learn more about the speakers who will be delivering these informative and inspiring sessions as we feature them in upcoming editions of Knowledge Bureau Report.

Visit the DAC page often for updates to this comprehensive agenda!