Have You Started or Are Thinking of Starting Your Own Practice? — Session #2

The Importance of Determining Your Vision and
Ensuring Your Legal Structure is Properly in Place

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Kim G C Moody

Kim G C Moody FCPA, FCA, TEP

Moodys Private Client, Moodys Tax

More about this webinar

In 1994, Kim G C Moody started his own successful and unique tax practice, which, through an interesting journey, grew into Moodys Tax/Moodys Private Client beginning in 2007. Armed with an entrepreneurial spirit, Kim was the driving force behind creating one of Canada’s leading boutique tax practices.

As a follow-up to the first session presented in November 2023 where we discussed a broad array of basic considerations of what to think about when starting or developing your own practice, this session will drill a bit deeper into:

You’ll learn about:

  • What exactly is your vision? Have you thought about it? Written it down?
  • Does your vision explain your “why”?
  • How exactly will you execute your vision? Do you have a strategy plan? Or a business plan at a minimum? What’s the difference?
  • What are some of the risks and opportunities for your new business?
  • Has your legal structure considered the above risks and opportunities?
  • Will you have partners? If not, why not? If so, has your legal structure considered this? How will partners be added and terminated and what are the triggers for those?
  • What about income allocation amongst partners? Is equal sharing the best model?

Join us for a 75-minute virtual session where we will explore these topics in more detail and give you practical insights and tools to tackle the above.


Have You Started or Are Thinking of Starting Your Own Practice? — Session #2

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