Kim is a Chartered Professional Accountant, Registered Trust and Estate Practitioner and a tax specialist practicing in Calgary with Moodys Gartner Tax Law LLP. His main area of expertise is tax and estate planning for the owner-manager of private corporations, executives, professional athletes and other high net worth individuals. Kim obtained his Bachelor of Management degree from the University of Lethbridge and his accounting designation from the Institute of Chartered Accountants of Alberta.
Kim is a past chair and past deputy chair of the board, past treasurer, as well as past chair of the Technical Committee for the Society of Trust and Estate Practitioners of Canada (STEP). In addition, Kim is a past chair of the board of governors for the Canadian Tax Foundation. He is also a member and past co-chair of the CBA/CPA Canada Joint Committee on Taxation and a member of the Canadian Petroleum Tax Society.
Kim has a keen interest in planned charitable giving. He is a past chair for the Southern Alberta Round Table for the Canadian Association of Gift Planners. Kim is a co-founder of the Tax Specialist Group - an association of tax specialist firms across Canada. He is a recipient of the Queen Elizabeth II Diamond Jubilee Medal, the Business in Calgary 2012 Leader of Tomorrow Award, and in 2013 was conferred the Fellow of the Chartered Professional Accountants of Alberta designation. He is also a recipient of the STEP Founders Award for Outstanding Achievement, which was conferred in 2013.
Kim is the author of numerous articles, papers and courses on tax and estate planning and he has lectured extensively for a number of organizations on tax, estate planning and planned giving, including STEP and the Canadian Tax Foundation. He is a past instructor for the Certified Financial Planners designation and is a current tax instructor for the Chartered Professional Accountants of Alberta Professional Development Program. Kim was a speaker for Knowledge Bureau at the Distinguished Advisor Conference in Kelowna on November 8, 2017.