Meet the Team
We are a growing team of professionals exclusively
committed to solving tax well.
Areas of Expertise
- Corporate Tax Planning
- Estate Planning
- Mergers & Acquisitions / Divestitures
- Trust Taxation
- Cross-Border Real Estate Structures
- Tax Optimized Reorganization
Kenneth KeungCPA, CA, CPA (CO, USA), TEP, CFP, MTAX, LLB
Director, Canadian Tax Advisory
Moodys Tax
If credentials are any indication of Kenneth’s drive, the dizzying array of letters behind his name tells a convincing story. But his in-depth education and experience back one thing: a deep love of and commitment to tax. Finding creative tax solutions is his mantra, and he possesses the patient demeanour, broad perspective, and focus needed to take on any intellectual challenge in the tactical tax arena.
Kenneth has built an increasingly successful professional career advising local and multinational enterprises and high net worth individuals with an upfront, transparent, and responsive approach. He is an active author, speaker and instructor for professional tax courses across Canada, including the CPA Canada’s In-Depth Tax Program. And yes, he has a life outside of work too. An avid musician, he plays piano, bass and bassoon, and in a previous life, produced original music for theatrical productions and an independent film. In true Kenneth fashion, he compares the composing process to tax planning – a synchronized course of creation, analysis and out-of-the-box ideas that work together in harmony to create a beautiful symphony of legal entities and corporate plans. With a tax virtuoso like Kenneth on your team, you can confidently waltz through the complexities of tax law, while finding opportunities you may not know existed.
- Society of Trust and Estate Practitioners, TEP, 2015
- University of London, LLB, 2009
- CPA, CA, 2008
- Financial Planning Standards Council, CFP, 2007
- American Institute of Certified Public Accountants, CPA, 2006
- University of Waterloo, MTax, 2004
- University of British Columbia, B COMM, 2002
- Member, Joint Committee on Taxation of the Canadian Bar Association and CPA Canada
- Editor, International Tax Planning Journal, Federated Press.
- Governor, Canadian Tax Foundation (2021 to Present)
- Director, Deputy Chair of Tax Technical Committee, Society of Trust and Estate Practitioners Canada (2021 to Present)
- Former Chair – Society of Trust and Estate Practitioners Calgary Branch (2016 to Present)
- Tutorial leader and course material developer for the CPA Canada In-Depth Tax Course (2009 to Present)
- Past Member of Technical Knowledge Content Development – Financial Planning Standards Council (2014 to 2015)
- Member – FP Canada
- Member – CPA Alberta
- Member – CPA Ontario
- Member – American Institute of Certified Public Accountants
- Recipient – Tax Education Long Standing Faculty Award, CPA Canada, 2018
- Recipient – Top 40 Under 40 Class of 2017
- Recipient – Best Newsletter Article by a Young Practitioner Award, Canadian Tax Foundation, 2016
- Recipient – Highest Scoring Candidate in Canada for Wills, Trust and Estate Administration, 2015
- Recipient – Highest Scoring Candidate in Canada for Trust and Estate Planning, Society of Trust and Estate Practitioners, 2015
- Presenter – “Interprovincial tax planning”, Tax Specialist Group, Toronto, 2023
- Presenter – “EIFEL Interest Limitation Rules”, Tax Specialist Group, Toronto, 2023
- Co-Presenter – “Substantive CCPCs and Changes to the Integration Regime for Domestic and Foreign Income”, 2022 Canadian Tax Foundation National Conference, Toronto, 2022
- Presenter - “A New Tax Landscape: Tax Announcements and Updates in 2022”, Entrepreneurial Chartered Professional Accountants of Calgary, Calgary, 2022
- Co-Presenter – “The Tax Year in Review”, Wolters Kluwer, Virtual, November 18, 2021
- Guest Speaker – “Year-End Tax Planning for Owner-Managers”, Canadian Tax Matters, Virtual, December 1, 2021
- October 21, 2021 – Co-presenter, 2021 Income Tax Update, GTA Accountants Network, Virtual
- Co-Presenter - “Current Issues”, Canadian Tax Foundation - The Definitive Guide to Owner-Manager Taxation Conference, Virtual, 2020
- Lecturer - “How Safe Are Your Dividends Workshop” - CPA Canada, The ONE National Conference, Virtual, 2020
- Presenter - “Tax Planning During Uncertain Times”, Entrepreneurial Chartered Professional Accountants of Calgary, Webinar, 2020
- Co-Presenter - “Post COVID-19: Thriving in the New Normal”, Bow Valley Chamber of Commerce, Lethbridge Economic Development, Webinars, 2020
- Co-Presenter - “Is There a Hole in the Shareholder Benefits Rules?”, Tax Specialist Group, National Conference, Toronto, 2020
- Co-Presenter – “TOSI Mitigation Strategies”, CPA Canada, The ONE National Conference, Montreal, 2019
- Presenter - “Subsection 55(2) Workshop”, Canadian Tax Foundation, National Tax Conference, Montreal, 2019
- Co-Presenter - “Tax on Split Income: A Case Study Approach”, STEP Canada, National Conference, Toronto, 2019
- Presenter – “Safe Income: More Art than Science”, The Canadian Bar Association, Edmonton, 2019
- Presenter – “TOSI Two Years Later: What Have We Learned and Where Are We Now?”, STEP Atlantic, Halifax, 2019
- Co-Presenter – “TOSI and Structuring Update”, STEP Calgary, Calgary, 2019
- Presenter – “2019 Tax Update”, STEP Saskatchewan, Saskatoon, 2019
- Co-Presenter – “Making sense of TOSI”, Tax Specialist Group, Toronto, 2019
- Co-Presenter – “The Specific Anti-Avoidance Rules: Recent Developments in and Updates on 84(2), 84.1, and/or 55(2)”. Canadian Tax Foundation, National Tax Conference, Vancouver, 2018
- Presenter – “Selected Topics on Cross-Border Matters for Executives and Immigration/Emigration”, Calgary Petroleum Tax Society, Calgary, 2018
- Presenter – “Private Business Tax Proposals”, CPA Canada, The ONE national conference, Halifax, 2018
- Presenter – “The 2018 Federal Budget”, Institute of Advanced Financial Planners, Calgary, 2018
- Presenter – “A Dive Into What Planners Need to Know When Dealing With Our Foreign Neighbors”, California Lawyers Association, Annual Estate and Gift Tax Conference, San Francisco, 2018
- Presenter – “Canada’s New Tax Regime For Owners of Private Businesses”, Scotiabank, Calgary, 2018
- Presenter – “Strategies for Canada’s New Tax Regime”, Investors Group, Calgary, 2018
- Presenter – “Tax on Split Income (TOSI) Rules - In Depth”, Tax Specialist Group, Toronto, 2018
- Presenter – “Remuneration & Removal of Corporate Surplus by Capital Gains”, Tax Specialist Group, Toronto, 2018
- Co-presenter – “Taxation of Private Corporations and Shareholders”, STEP Canada Symposium, Toronto, 2017
- Presenter – “New Rules Regarding the Small Business Deduction”, STEP Canada, National Conference, Toronto, 2017
- Presenter – “The New Section 55 – Practitioner Perspectives on Where We Go From Here”, Canadian Tax Foundation, Prairie Provinces Tax Conference, Edmonton 2017
- Presenter – "Recent Changes: Principal Residence and Small Business Deduction", Entrepreneurial Chartered Professional Accountants of Calgary, Calgary, 2017
- Presenter – "Subsection 55(2)", Tax Specialist Group, Toronto, 2017
- Presenter – “Selected Issues for Private Corporation”, Canadian Tax Foundation, National Tax Conference, Calgary, 2016
- Presenter – “Workshop - How to Calculate Safe Income”, Canadian Tax Foundation, National Tax Conference, Calgary, 2016
- Presenter – “Canadian Payroll/Taxing Considerations for U.S. Companies”, Council of State Taxation, Detroit, 2016
- Presenter – “Tax Treaty Tickle Points”, Council of State Taxation, Detroit, 2016
- Expert Panel – Council of State Taxation Canadian Tax Workshop, Detroit, 2016
- Presenter – “Subsection 55(2) – The Road Ahead”, Canadian Tax Foundation, Prairie Provinces Tax Conference, Winnipeg 2016
- Presenter – "Deducting Interest Expense", Tax Specialist Group, Toronto, 2016
- Presenter – "Restrictive Covenants", Tax Specialist Group, Toronto, 2016
- Presenter – “Cross Border Challenges and Practical Solutions”, Council of State Taxation, Chicago, 2016
- Presenter – “Cross Border Challenges and Practical Solutions”, Council of State Taxation, Chicago, 2015
- Presenter – “Canadian Implications Arising from BEPS”, Tax Specialist Group, Calgary, 2015
- Presenter – “Personal Services Business”, Tax Specialist Group, Toronto, 2014
- Lecturer – “Advanced Personal Cross Border Tax Issues”, Institute of Chartered Accountants of Alberta, Calgary, 2014
- Lecturer – “US Real Estate Personal Investment: Canadian & US Tax Implications”, Institute of Chartered Accountants of Alberta, Edmonton, 2013
- Lecturer – “Advanced Estate Planning for Business Owners”, Institute of Chartered Accountants of Alberta, Calgary, 2013
- Presenter – “Changes to Foreign Affiliate Rules”, Tax Specialist Group, Vancouver, 2013
- Presenter – “Mutual fund trust and REITS”, Tax Specialist Group, Vancouver, 2013
- Presenter – “Taxation and Planning in Respect of Inbound Investment”, Canadian Tax Foundation, Calgary, 2012
- Presenter – “Tax Consideration in respect of Lease Accounting under IFRS”, Acumen, Calgary, 2012
- Presenter – “Tax Consideration in respect of Lease Accounting under IFRS”, Acumen, Calgary, 2011
- Presenter – “Functional Currency Tax Reporting”, Canadian Tax Foundation, Calgary, 2009
- Contributor – “Trust Reporting”, The Joint Committee on Taxation of The Canadian Bar Association and Chartered Professional Accountants of Canada, July 19, 2024
- Contributor – “Submission to Department of Finance Requesting Technical Amendment to ITA Subsection 164(6)”, STEP Canada Tax Technical Committee, 2024
- Contributor – “Proposed section 67.7 of the Income Tax Act”, The Joint Committee on Taxation of The Canadian Bar Association and Chartered Professional Accountants of Canada, February 5, 2024
- Co-Author – “Can an Unpaid Dividend Avoid Departure Tax”, Tax for the Owner-Manager, Volume 24, Number 1, January 2024
- Co-Author – "Business Transfer Rules Changing in 2024", CALU Report, The Conference for Advanced Life Underwriting, December 2023
- Author – "EIFEL Can Apply To Private Enterprises Too", International Tax Planning, Volume XXVII, No.3, November 2023
- Co-Author – "Submission to Finance Canada relating to the application of the Alternative Minimum Tax (AMT) rules", STEP Canada, September 2023
- Co-Author – "2023 Budget Proposals To Amend the AMT: Observations, Issues, and Suggestions", Tax for the Owner-Manager, Volume 23, Number 3, July 2023
- Co-Author - "Tax Planning in a High Interest Rate Environment ", Canadian Tax Foundation – 2023 Prairie Provinces Tax Conference, May 2023
- Co-Author - “Related-Party Transfers and the Flipped-Property Rules", Tax for the Owner-Manager, Volume 23, Number 2, April 2023
- Co-Author, “Application of FAD Exceptions for a Common SR&ED Structure”, International Tax Highlights, Volume 2, Number 1, February 2023
- Co-Author, “Does a Section 45 Deemed Disposition Trigger the Flipped-Property Rule?”, Canadian Tax Focus, Volume 13, Number 1, February 2023
- Co-Author - “Until Death Do They Part: Tax Issues For Canadians Owning And Dying With Foreign Real Property", Tax Topics, Number 2654, January 17, 2023
- Co-Author – “Substantive CCPCs and Changes to the Integration Regime for Domestic and Foreign Income”, 2022 Conference Report – Canadian Tax Foundation National Conference, November 2022
- Co-Author - “Opportunity to Address Integration of FAPI Gains in Light of Budget 2022", Tax for the Owner-Manager, Volume 22, Number 3, July 2022
- Co-Author – Submission to Finance Canada on Notifiable Transaction Proposed Legislation Relating to Avoidance of Deemed Disposal of Trust Property, STEP Canada, April 2022
- Editor - “Tax for Doctors: What You Need to Know About Tax and Some Extra", Amazon, 2021
- Co-Author - “Our response to the CRA's position on creditor-proofing reorganizations – part 2 (a case study)”, Canadian Accountant, November 27, 2021
- Co-Author - “CRA applying GAAR for outside/inside ACB misalignment on 55(3)(a) transactions”, Canadian Accountant, November 28, 2021
- Co-Author - “Planning Considerations for Distributing Trust Properties to Non-Resident Beneficiaries”, Canadian Tax Foundation, Canadian Tax Focus, Volume 11, Number 4, November 2021
- Co-Author - “CRA Essentially Approves Surplus Stripping by Amalgamation”. Canadian Tax Focus, Volume 11, Number 3, August 2021
- Co-Author - “Paid-Up Capital Shifts – Some Practical Examples”. Tax for the Owner-Manager, Volume 21, Number 3, July 2021
- Co-author– "Our response to the CRA's position on creditor-proofing reorganizations – part 1", Canadian Accountant, June 25, 2021
- Co-author– "Current Issues: CRA Audit Issues Relating to CEWS and CEBA, the Time Limits and Other Periods Act, and Recent CRA Technical Interpretations and Administrative Announcements", Canadian Tax Foundation - The Definitive Guide to Owner-Manager Taxation, September 21, 2020
- Co-Author - “Here Comes the CEWS Audits”, Canadian Accountant, September 18, 2020. Canadian Accountant
- Co-Author - "Succession Planning in Uncertain Economic Conditions", Tax for the Owner-Manager, Volume 20, Number 3, July 2020, Tax for the Owner-Manager
- Co-Author - “Planning Possibilities Resulting from CRA Policy Reversal on Section 84.1”, Volume 20, Number 1, January 2020, Tax for the Owner-Manager
- Co-author– "Surprise! Foreign Affiliate Dumping Rules Coming to a Private Business Near You", TAXTimes, 2019 Issue No. 7, April 12, 2019
- Co-author– "A Modern Overview of Specific Anti-Avoidance Rules", Canadian Tax Foundation – 2018 National Tax Conference, Nov 27, 2018
- Contributor – “Legislative Proposals to Address Income Sprinkling Released December 13, 2017”, The Joint Committee on Taxation of The Canadian Bar Association and Chartered Professional Accountants of Canada, March 8, 2018
- Co-author– "Department of Finance Proposals Will Have Monumental Impact on Trust and Estate Planning", STEP Inside, October 2017, Volume 16, No. 3
- Contributor– "Tax Planning Using Private Corporations – Tax on Split Income and Limitation of Lifetime Capital Gains Deduction Proposals ", The Joint Committee on Taxation of The Canadian Bar Association and Chartered Professional Accountants of Canada, October 2, 2017
- Author– "New Small Business Deduction Rules Under Section 125", Canadian Tax Foundation – 2016 National Tax Conference, Nov 28, 2016
- Co-author– "Income splitting: Is it time to re-visit a 1966 Canadian tax reform idea?", Tax Times, August 25, 2017
- Co-author– "Kim Moody and Kenneth Keung: Canada's tax proposals read like a class-warfare manifesto against private businesses", Financial Post, August 16, 2017
- Contributor – " Federal Budget 2017 - Proposed Amendments to Taxation of Work In Progress (“WIP”) for Professionals", The Joint Committee on Taxation of The Canadian Bar Association and Chartered Professional Accountants of Canada, May 31, 2017
- Author– " Selected Safe Income Issues: Relevant Period, Global Computation and Allocation", Canadian Tax Foundation – 2017 Prairie Provinces Tax Conference, May 30, 2017
- Author– "Capital Gains Taxed Twice", Tax for the Owner-Manager, pp. 2-3, Volume 17, Number 2, April 2017
- Author– " Anti-Intermediary Rules in Section 125", Canadian Tax Highlights, pp. 9-10, Volume 25, Number 2, February, 2017
- Co-author– "Poulin and Turgeon: Canada’s Tax Court Takes On The Arm’s-Length Standard", TaxNotes International, November 14, 2016
- Contributor – “ Federal Budget 2016 - Proposed Amendments to Small Business Deduction Entitlement and Transfer of Life Insurance Policies", The Joint Committee on Taxation of The Canadian Bar Association and Chartered Professional Accountants of Canada, August 25, 2016
- Author – “ Subsection 55(2) – The Road Ahead", Canadian Tax Foundation – 2016 Prairie Provinces Tax Conference, May 30, 2016
- Contributor – “ 2015 Draft Legislation – Charitable Gifting Rules", The Joint Committee on Taxation of The Canadian Bar Association and Chartered Professional Accountants of Canada, October 13, 2015
- Author - Section 55 May Now Apply to Every Intercorporate Dividend, Tax for the Owner-Manager, July 2015
- Author – “New Accounting Proposals Affect Estate Freezes”, CALU INFOexchange, March 2015
- Author – “Restrictive Covenant for Departing Executives”, Federated Press – Taxation of Executive Compensation and Retirement, 2014
- Kenneth Keung is quoted in the Investment Executive article "Quirk in capital gains tax rules raises risks for incorporated clients," published on July 24, 2024,Investment Executive
- Kenneth Keung is quoted in the article titled “How should trusts flow out capital gains to beneficiaries in 2024?”, published on July 5, 2024, Investment Executive
- Kenneth Keung is quoted in the article titled “When is the latest clients can sell assets prior to June 25?”, published on May 17, 2024, Investment Executive
- Kenneth Keung is quoted in article titled “CRAʼs 10% interest rate on overdue tax raises risks”, published on November 13, 2023, Investment Executive
- Kenneth Keung quoted in article titled “Window closing on family business transfers using Bill C-208”, published on October 10, 2023, Investment Executive
- Kenneth Keung quoted in article titled “Tougher minimum tax regime poses planning challenge”, published on May 8, 2023, Investment Executive
- Kenneth Keung's article titled “New tax forms burden for private businesses, families investing outside Canada”, published on February 1, 2021, The Lawyer's Daily
- Kenneth Keung is quoted in an article titled “Make TOSI less taxing for your business-owner client”, March 25, 2019, Advisor’s Edge
- The Financial Post published an article written by Kim G C Moody and Kenneth Keung on August 16, 2017, Financial Post
- Kenneth Keung is quoted in an article entitled “What Are the Tax Concerns for an American Buying Vancouver Property When You Have Dual Citizenship?”, May 4, 2017, Mansion Global
- Kenneth Keung speaks to BNN about the 2017 federal budget for a segment entitled, "Budget targets tax strategies for wealthy Canadians", March 22, 2017, BNN
- Chair – Adult Literacy Committee, Rotary Club of Calgary Downtown
- Mentor – Carl Smith Stay-in-School Program
- Volunteer Tax Reviewer – Chartered Accountants of Alberta’s Tax Clinic Program
- Treasurer and Member of Board of Directors – Elder Statesmen Group