Review Of Personal Tax Planning E-Learning

Review Of  Personal Tax Planning E-Learning
CPA Nova Scotia continues to offer on-demand modules. Many member feel that this convenient, economical and interactive course delivery is a perfect alternative for those having difficulty attending our in-class courses. Prior to the course commencement, you will be given password access to the online courseware via e-mail. Within this courseware, you will find instructions on how to work through the course, all necessary course materials, as well as a range of interactive learning activities designed to make studying on the Internet a rich and relevant experience



Please Note: An updated version of this course will be available in December 2019.  Also, the current material covers the standards as issued up to June 30, 2017. 

This two-day seminar in personal tax is designed for those who desire to update and refresh their knowledge in both technical and tax planning issues for individuals, trusts and partnerships.  Although the taxation for trust and partnerships is reviewed, the primary focus is on the taxation of individuals. The detailed reference materials covering a broad range of income tax topics, will be an invaluable reference in the future. An overview of the research materials available for use in answering tax related issues will be provided. In addition to the presentation of the material by the seminar leader, participants will work through case studies covering a wide range of personal tax issues, collaborate with their peers and have an opportunity to share issues that have been impacting their clients.

CONTENT

  • How to research a tax issue
  • Determination of residency
  • Liability for taxes in Canada
  • Administrative issues
  • Employment income
  • Benefits and related deductions
  • Calculations of the various sources of investments income
  • Taxation of capital gains
  • Capital losses and the impact of the stop loss rules
  • Allowable business investment losses
  • Attributions rules
  • Registered retirement pension plans
  • RRSPs
  • Individual pension plans
  • Deferred plans such as TFSA, RESP and RDSP
  • Rental and farm income
  • Treatment of shareholder loans
  • Various deductions from net income such as the capital gains exemption
  • Calculation of taxes payable, including discussions on tax credits
  • Taxation of partnerships
  • Death of a taxpayer
  • Taxation of family trusts

PREREQUISITE KNOWLEDGE
Personal Tax - Tax Return Updates, Compliance, and Planning, or equivalent working experience in preparing personal tax returns and planning for clients.

Who WILL BENEFIT?
Those involved in personal tax matters who wish to expand or refresh their knowledge in the area of personal tax.

Passport - 2 Days plus $140
Hours - 14

When
4/1/2019 - 8/31/2019