DAC 2023 – Register by September 30 and Meet our Illustrious Silver Partners

There is still time to register for DAC November 12-13 at the beautiful Banff Springs Hotel. Save Money - early registration ends September 30. The organizations and thought leaders that represent them at DAC 2023 will keep the insights rolling, and we give special thanks to Moodys Tax Law and Cadesky U.S. Tax for partnering with us.  Now, just imagine being live and in person with renowned tax specialists Kim Moody and Dr. Dean Smith who will unwind tax complexity for you.  But you’ll want to attend special ice breaker event open to all attendees for a few laughs first!  Check out the educational content and all the fun networking events:

Check out the DAC Acuity interactive agenda and register here: https://learn.knowledgebureau.com/courses/dac-2023-imagine

OWNER MANAGER PLANNING: Unwinding Complexity with Tax Efficiency with Kim G C Moody, FCPA, FCA, TEP, Founder -  Moodys Private Client LLP and Moodys Tax Law

As business owners grow their businesses over time, it often comes with complexity including tax. That is understandable given the complexity of Canada’s tax system and how it does or does not integrate with other jurisdictions around the world.  However, when planning for succession – both voluntary and involuntary – such tax complexity can be a real burden and obstacle to achieving such an objective.   When planning various transactions, should “simple” or “less complex” be towards the top of the planning objectives?   What about trying to achieve that today?   What benefits might that achieve?   Will heirs be in a better position?  

Kim G C Moody FCA, TEP, is a Chartered Accountant, Registered Trust and Estate Practitioner and a tax specialist practicing in Calgary as the Founder / 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.

BUYING AND SELLING PROPERTIES ABROAD with Dr. Dean Smith, PHD, CFP, TEP, CPA, CA, RWM™

With the increasing cost of residential property in Canada, together with higher interest rates, is there still a market here for investment properties?  Investors may look to foreign markets instead for two reasons: to diversify systematic risk and to increase revenue opportunities (both current income and capital gains).  Foreign properties represent an alternative class of investments which sophisticated investors should consider.  It is important, however, to understand how current ownership, possible future transfers, costs of incapacity and death may impact these holdings.  

 This session will look at issues that should be considered in planning with a variety of client profiles to answer the question:  compared to equities or REITs, is it probable that a Canadian or foreign real estate investment will amplify after-tax wealth?

Dr. Dean Smith, PHD, CFP, TEP, CPA, CA, RWM™ is a partner with Cadesky and Associates LLP and the President of Cadesky U.S. Tax Ltd.  Cadesky is a boutique accounting firm which provides only taxation services. Dean has been involved with expatriate tax work for over 23 years assisting companies moving employees around the world.  Clients also include private individuals who have multiple jurisdictional filings.  Dean is also a Faculty member and writer with Knowledge Bureau. 

GET ROLLING with Home Trust

We’re pleased to welcome back Home Trust as a social event sponsor at DAC 2023! Join us on Sunday, November 12 from 4:00 – 5:30 pm for the That’s How We Roll: Bowling Event. It’s a fun ice breaker at the Banff Springs Hotel!

Home Trust is Canada’s largest independent trust company, proudly serving Canadians since 1987. Home Trust offers a wide range of financial services including: deposits, residential mortgages, commercial mortgages and Visa* cards. Deposits are also offered through Home Bank, a wholly owned subsidiary of Home Trust Company. Home Trust is a wholly owned subsidiary of Home Capital Group Inc., a public company that trades on the Toronto Stock Exchange (TSX) under the symbol HCG. Home Trust’s head office is located in Toronto, with branch offices in Vancouver, Calgary, Montreal, Halifax and Winnipeg.