• Moodys Gartner Tax Law, Calgary & Edmonton, AB; Vancouver, BC; Buffalo, NY
• Email: kmoody@moodysgartner.com

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Related Documents

Kim is the author of the following articles published in Tax Perspectives:

• Taking Advantage of Low Values, How About an Estate Freeze
  Winter 2008
• 2008 Federal Budget
  Summer 2008
• U.S. Limited Liability Companies
  Summer 2004
• Non-Compete Payments now Taxable
  Fall 2003
• Paying Yourself With Capital Gains
  Winter 2003
• Making Your Mortgage Tax-Deductible
  Spring 2002
• Year-End Tax Planning Considerations
  Fall 2001
• Update on Stock Option Benefits
  Summer 2001

Professional Status

• Partner at Moodys LLP (Moodys Tax Advisors is a co-ordinated strategic offering delivered through three affiliated entities: Moodys LLP; Moodys Gartner Tax Law LLP; Moodys US Tax Advisors)
• Practiced "tax only" accounting since 1994
• Co-founder, Tax Specialist Group
• Author of various articles and in-depth papers on tax, trust, and estate planning
• Author of numerous tax courses presented by the Alberta Institute of Chartered Accountants and other organizations
• Lecturer on tax and estate planning at numerous conferences
• Taxation Committee Member — Institute of Chartered Accountants of Alberta
• Past Tax Instructor, Professional Development Program, Alberta Institute of Chartered Accountants
• Past Treasurer and Membership Executive, Society of Trust and Estate Practitioners, Calgary Chapter — 1999 — 2013
• Presenter, TSG Conference — 2009-2013
• Chair of the Board of Governors, Canadian Tax Foundation — 2012
• Past Advisor, Faculty of Management, University of Lethbridge
• Recipient — Queen Elizabeth II Diamond Jubilee Medal — 2012
• Recipient — Business in Calgary's Leader of Tomorrow Award — 2012
• Moderator, Society of Tax and Estate Planners 14th National Conference — 2012
• Presenter, Society of Trust and Estate Practitioners Silicon Valley Chapter — 2012
• Presenter, Canadian Tax Foundation Prairie Provinces Tax Conference — 2002, 2012
• Presenter, Annual CA Small Practitioners' Forum — 2004-2012
• Presenter, Canadian Tax Foundation Annual Conference — 2004, 2008, 2011, 2012
• Presenter, Advocis Calgary — 2000 - 2012
• Presenter, Calgary and Area CMA's in Public Practice — 2010-2012
• Presenter, Society of Trust and Estate Practitioners National Conference — 2003-2012
• Chair, STEP Canada - 2009 - 2011
• Presenter, Canada Life Assurance National Account Meeting — 2011
• Presenter, Conference for Advanced Life Underwriting — 2011
• Presenter, Canadian Institute of Chartered Accountants National Income Tax Conference — 2004, 2008, 2011
• Chair, STEP Canada 12th National Conference — 2010
• Presenter, 17th Annual National CAGP-ACPDPTM Conference — 2010
• Presenter, The Calgary Foundation — 2010
• Presenter, 2010 STEP Pacific Rim Conference — 2010
• Presenter, STEP Calgary — 2009
• Deputy Chair, Society of Trust and Estate Practitioners (Canada) — 2005-2009
• Co-Chair, Canadian Tax Foundation Prairie Provinces Tax Conference — 2009
• Past Governor, Canadian Tax Foundation — 2004-2007
• Recipient — Society of Trust and Estate Practitioners (Canada) Volunteer of the Year Award — 2006
• Past Chair of Technical Committee — Society of Trust and Estate Practitioners (Canada) — 2003-2006
• Recipient — Institute of Chartered Accountants of Alberta Early Achievement Award — 2005
• Planning Committee, Canadian Tax Foundation Prairie Provinces Tax Conference — 2005

Memberships

• Canadian Petroleum Tax Society
• Canadian Tax Foundation
• Canadian Association of Gift Planners
• Society of Trust and Estate Practitioners
• Institute of Chartered Accountants of Alberta
• Canadian Institute of Chartered Accountants-Canadian Bar Association Joint Committee on Taxation

Academic Background

• Society of Trust and Estate Practitioners, TEP, 1998
• Canadian Institute of Chartered Accountants , In-Depth Corporate Reorganization, 1998
• Canadian Institute of Chartered Accountants, In-Depth Tax Program, 1995
• Institute of Chartered Accountants of Alberta, CA, 1994
• University of Lethbridge, BMgt, 1992