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April 18, 2014

Professional Profile

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Kim G. C. Moody, CPA, CA, TEP

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