Personal Tax: Review of Tax Planning

Personal Tax: Review of Tax Planning
Distance Learning (DL) courses are sessions that have been recorded from live, in-person offerings and made available as on-demand videos online, along with any corresponding course materials. Note these are purely self-study products and there will be no access to instructors for questions and answers. Each title qualifies for verifiable CPD hours upon successful completion of a quiz at the end of the session. Unlimited quiz attempts are available until the passing grade of 70% or better is achieved. After this, you will no longer have access to the quiz.

NOTE: Course login details are normally sent to registrants within one week from date of registration.


Recorded: November 2021 

Because the video recordings are taken from live seminars, the information presented is up-to-date at the time of recording. While we make an effort to keep our inventory updated and seasonally remove outdated titles, changes in accounting, tax and other acts and legislations can happen at any time. It is up to the purchaser to take note of the recording date, and to determine for themselves whether the recorded video is still relevant to their needs. 

Although the prospect of an extended seminar may sound taxing, this seminar definitely provides great bang for your buck. This seminar on personal tax targets professionals who desire to update and refresh their knowledge in technical and tax-planning issues for individuals, trusts, and partnerships. Although the seminar briefly reviews taxation for trust and partnerships, most of its content focuses primarily on the taxation of individuals.

The seminar provides and explains detailed reference materials spanning a broad range of income tax topics that will serve as an invaluable reference in the future. In addition to the seminar leader’s presentation of material, you will work through case studies covering a wide range of personal tax issues, collaborate with their peers, and share issues impacting their clients.

At the end of the seminar, you will understand:

  • Personal tax issues and learn how to research the issues
  • Calculate personal taxable income
  • Evaluate Individual Tax Planning opportunities
  • Understand the taxation of Trusts
  • Explain Taxation of partnership income

In this seminar you will gain knowledge about the following topics:

  • 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

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

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

CPD-14 Hours

4/1/2022 - 3/31/2023 11:59 PM