The Benefits of Philanthropic Planning in Your Client Discussions

Tabs

Event Info
Summary:

KIM G C MOODY FCPA, FCA, TEP, CEO, Moodys Gartner Tax Law LLP | Director, Canadian Tax Advisory will speak on why family advisors should understand the importance of philanthropy in building effective estate and succession plans

KIM G C MOODY FCPA, FCA, TEP, CEO, Moodys Gartner Tax Law LLP | Director, Canadian Tax Advisory will speak on why family advisors should understand the importance of philanthropy in building effective estate and succession plans.


Presenter Bio

The antithesis of 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 the tax profession. His relentless obsession with getting to know everything in the Tax Act makes him a highly sought out resource for peers and clients. And while a dyed in the wool tax geek, he has a unique ability to transform the technical details into plain English to make the information real and relevant.

As an energetic, serial entrepreneur himself, he has always been drawn to work with like-minded people. Kim’s main 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, he also works with many professional athletes (a guy has got to dream after all).

Deciding years ago that sleep was highly overrated, Kim also makes time to share his immense knowledge through writing, lecturing, teaching and being an active leader in the national tax profession. His enthusiasm and commitment to make a lasting impression on the tax world knows no bounds. He also recently fulfilled his long-standing goal of receiving admission into law school and is currently exploring ways to fit this ambition into his busy schedule.

When

21 novembre, 7:45am to 21 novembre, 10:00am

Location

Calgary Zoo
Calgary,  Alberta  Canada

Contact

cagp.southernalberta@gmail.com

;