The Tax Year in Review, as presented by Alex Ghani and Boris Volfovsky of CPA Solutions LLP, will provide you with an overview of the pertinent legislative & administrative changes and court cases of interest from 2020. Alex and Boris will also provide some insight and suggestions for resultant tax planning in 2021. Note this webinar will not review the specific Covid benefit programs that have been introduced. For a summary of these, see the webinar on demand entitled “Tax Preparation in the Wake of COVID – Practical Considerations”.
Specific topics to be covered will include:
Selected tax changes announced in the 2021 Federal Budget
New T1134 reporting requirements
New T3 trust reporting requirements
A brief description of Bill C-208 amendment
Selected tax court cases and CRA technical interpretations
Other important tax changes as they come up
This webinar will be of most interest to accountants and tax practitioners practicing independently or in small to medium sized firms, and financial planners.
Professional Development Credits
Wolters Kluwer professional development programs are designed to meet the continuing education requirements of a variety of professional associations. These requirements do vary by association and region. Please consult your provincial association to ensure this webinar meets the continuing professional development standards for your specific situation.
Registrations for each Live Webinar are available until the start of each program. We reserve the right to substitute speakers in the case of instructor illness. In the event that we must cancel a Live Webinar, all registrants will be notified immediately and given the opportunity to either transfer their registration to another Live Webinar or a Recorded Webinar or obtain a refund. For all Live Webinars that are recorded, participants will have access to the recording for three months following the Live Webinar. Partial credit will not be awarded for attendees that are not present for the entirety of the Live Webinar. Credit will not be awarded if an attendee does not answer all of the polling questions (where applicable). Additional credit will not be awarded due to the instructor presenting over the allotted time.
Kenneth Keung, CA, CPA (CO, USA), CFP, TEP, LLB, MTAX
Kenneth Keung, CA, CPA (CO, USA), CFP, TEP, LLB, MTAX is a Director of Canadian Tax Advisory at Moody’s Tax Law / Moody’s Private Client. Kenneth has been providing his expertise in tax planning to high net worth families, private businesses and multi-national enterprises for almost 20 years. His wide-ranging practice includes individual, trust and corporate tax planning, cross-border investments, mergers, acquisitions and divestitures, and estate and succession planning.
Kenneth is a frequent tax blogger and also an award-winning author of a number of published papers. Kenneth has assisted The Joint Committee on Taxation of The Canadian Bar Association and Chartered Professional Accountants of Canada in working with Finance Canada and the Canada Revenue Agency on the development and enforcement of several tax legislation. Kenneth has also facilitated and developed teaching material for CPA Canada’s In-Depth Tax Program since 2009, and is Chair of the Calgary branch of the Society of Trust and Estate Practitioner (STEP). Kenneth is also part of the Tax Technical Committee of STEP Canada, as well as a member of the Board of Director of STEP Canada. Kenneth previously sat on the Program Committees for the Canadian Tax Foundation national and regional conferences, the award committee for the Young Practitioner writing award of the Canadian Tax Foundation, the Technical Knowledge Development committee for the Financial Planning Standards Council, the Steering Committee of the Canadian Tax Foundation Young Practitioners and the Ernst & Young Power & Utilities Industry Committee.
Boris Volfovsky, CPA, CA
Boris has almost 20 years of experience in public practice. Before becoming a partner at CPA Solutions LLP, Boris worked at one of the big four national firms as a senior tax manager in the private enterprise group.
Boris has vast experience in working with owner managers and their small, medium and large private corporations across industries.
In addition, Boris is also involved in the tax community through the facilitation of the In-Depth tax courses, facilitation of tax week under the former CPAO School of Accountancy and through presenting on various tax topics at various accounting and industry groups.