Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
CPA Ontario’s Tax Immersion Program Part 2 aims to help you enhance your tax knowledge, advance your career and augment your skills for success in your role. This program is comprehensive in nature as it covers critical elements of corporate and personal tax and is relevant for all Canadian CPAs who work within the tax field or looking to advance their knowledge in tax. Part 2 also has a special focus on commodity tax and estates and trusts, all the while providing in-depth education on areas of personal and corporate tax. Please note, Part 1 is not a pre-requisite of Part 2. Please review the course learnings from Part 1 and if you’re comfortable proceeding to Part 2, we encourage you to register. Whether tax is 5% of your job or 70%+, this program is immersive in nature and will provide you will the practical studies and ITA knowledge to build on the knowledge and background you already have in tax. This program is built for CPAs in Industry or Firms. It is also useful for tax practitioners who are advising clients or tax specialists in Industry who are supporting their organization in internal tax roles.
This comprehensive tax program fosters community and networking through in-person workshops, virtual classrooms and networking events. Members will also have access to self-paced learning elements that allow you to learn flexibly. Members will have the opportunity to learn from multiple established Canadian Tax SMEs with both industry and firm experience. There is nothing else like this within the learning realm for Canadian CPAs to leverage their knowledge and grow within the tax area.
Save 25% by enrolling with our Early Bird Sale by August 31, 2025. Access the Early Bird Sale by logging into your account, act fast as seats are limited. Our Early Bird offer also includes a special code to get 50% off the Small Medium Practitioners Conference in October 2025, you can register yourself or share the code with a fellow CPA or Colleague!
How Will You Learn?
- Case studies
- Virtual and in-person workshops led by Tax Subject Matter Experts
- Assessments and assignments
- Virtual and in-person group discussions
- Online chat rooms
- Membership and participation in our newly launched CPA Ontario Tax Community
Learners will receive a Digital Badge and Certification on successful completion for this program. This can be utilized & promoted via Linkedin, you resume, etc.
Please Note: Tax Immersion Program Part 1 is not a pre-requisite for Part 2. Participants may wish to take Part 1 before Part 2 (or any sequence) that best fits their needs and education requirements based on the topics provided in each Parts.
Speak to an Advisor
To learn more about the program, Early Bird offer or payment plans, please use this form to Speak to an Advisor.
Program Schedule
| Date/Time | Description | Location |
|---|---|---|
| September 30 – October 7, 2025 OnDemand |
Module 1: Tax Primer (20 hours) Customized tax learnings for CPAs, with a focus on Income Tax, Capital Transactions, Tax Rates, and Tax Returns, along with other important areas of interest to refresh tax knowledge prior to heading into Module 2 of the Tax Immersion Program. Topics Covered Include:
Note: This self-paced e-learning course will include a graded assessment. Participants with advanced knowledge can choose to proceed directly to assessment and move on to Module 2. Please note, this is the same Module 1 as offered in Tax Immersion Program, Part 1. |
Self-Paced E-Learning |
| October 7, 2025 12:00 p.m. – 1:00 p.m. |
Kick-Off Call Welcome to the CPA Ontario Tax Immersion Program, Part 2. During this event, a CPA Ontario representative will:
Note: Participants will receive Uber eats gift cards during this lunch time introductory call. |
Virtual on Zoom |
| Module 2 | ||
| October 22, 2025 5:30 p.m. – 9:00 p.m. |
Personal Tax: Tax Planning
|
Virtual on Zoom |
| October 23, 2025 5:30 p.m. – 9:00 p.m. |
Income Tax for Partnerships
|
Virtual on Zoom |
| November 6, 2025 5:30 p.m. – 9:00 p.m. |
Income Tax for Principle Residences
|
Virtual on Zoom |
| November 20, 2025 5:30 p.m. – 9:00 p.m. |
Income Tax and Real Estate Transactions
|
Virtual on Zoom |
|
November 24, 2025 + Networking Dinner |
Updates on Recent Income Tax Changes
|
In-Person GTA Location To Be Confirmed |
|
December 1, 2025 + Networking Dinner |
GST/HST: Intermediate Topics
|
In-Person GTA Location To Be Confirmed |
|
December 8, 2025 + Networking Dinner |
GST/HST: Advanced Topics
|
In-Person GTA Location To Be Confirmed |
| Module 3 | ||
|
December 9, 2025 – |
Module 3: Estates and Trusts Tax (21 Hours) & Ethics and Tax Overview (4 hours) Terminal Filing: Engagement Management
Estate Planning:
Estate Returns:
Ethics in Tax
|
Self-Paced E-Learning |
| February 6, 2026 5:30 p.m. – 8:30 p.m. |
Celebratory Dinner Event and Graduation Participants are encouraged to bring a guest to celebrate their achievements in completion of the program. Professional photographer will be on-site. |
In-Person GTA Location To Be Confirmed |
Key Takeaways
This course will help learners:
- Understand the Canadian tax landscape.
- Stay up-to-date on changing tax rules in Canada.
- Practice what they learn for workplace success.
- Gain opportunities to request advice from trusted tax experts.
- Particular focus on Commodity Tax and Estates/Trusts Tax.
Earn a Digital Badge
Our new collection of digital badges can be earned through the completion of any of our certificate programs offered in our professional development catalogue. Collect these digital badges to add to your website, social profiles, email signature and more. These badges are an easy way to visually communicate your skills and accomplishments to your peers and network. Digital badges will be awarded based on course completion requirements.
Who Will Benefit
Whether tax is 5% of your job role or 70%+, you will benefit from this comprehensive program that is tailored for the Canadian CPA. This Part 2 program covers both personal and corporate tax, along with estates/ trusts and commodity tax, with a focus on enhancing the knowledge you have already gained from your CPA Education and work experience.
Examples of professions who may benefit from this course include:
- CPAs working in Industry (Private or Public Sectors)
- CPAs working in small, medium and large Firms
- Tax practitioners who providing services to clients
- Tax practitioners providing internal tax roles
- CPAs who are considering a career in tax
- CPAs who are looking to enhanced their tax knowledge
- CPAs who provide audit or accounting services and would like to be prepared for tax-related questions from clients
Need Approval to Attend
Disclaimer
The views expressed in the course are non-authoritative and have not been formally endorsed by CPA Ontario and do not reflect the views of CPA Ontario. The information included in the course if for general information purposes only.
CPA Ontario, the presenters and the authors do not accept any responsibility or liability that might occur directly or indirectly as a consequence of the use or application of or reliance on this material.
How to Access the Course
To access the course please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Any pre-reading or course work to be completed prior to the program will be emailed to you in advance of the program start. Please ensure your email address is up-to-date.
Participants will have access to the on-demand materials until June 30, 2026.
There are no refunds for this program. If you have registered for this event and wish to request to defer your registration to a later date, please contact our customer service desk at pd@cpaontario.ca. Requests must be made at least 2 weeks prior to the program start date (September 30, 2025), after which, no deferrals will be considered.