Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Join the only immersive, 12-week tax program in Canada covering a tax primer, tax workshops and annual tax updates, all in one place. Enhance your knowledge of personal and corporate tax, no matter your level of expertise.
Whether tax is 5% of your job role or 70%, you will benefit from this comprehensive program tailored for Ontario CPAs. Expand on your existing tax background and become your organization’s tax expert, while earning 70 PD hours.
This comprehensive tax program fosters community and networking through in-person workshops and social 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.
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
- Self study (on-demand)
Learners will receive a Digital Badge and Certification on successful completion for this program. This can be utilized & promoted through your Linkedin, resume, etc.
Speak to an Advisor
To speak to an advisor, please fill out this form.
Program Schedule
| Date | Time | Title | Location |
|---|---|---|---|
| October 15 - 28, 2024 | On-Demand |
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. |
Self-paced E-learning |
| October 15, 2024 | 12:00 p.m. - 1:00 p.m |
Kick-Off Call Welcome to the CPA Ontario Tax Immersion Program. During this event, a CPA Ontario representative will:
Note: Participants will recieve Uber Eats gift cards during this lunch time introductory call. |
Virtual on Zoom |
| Module 2: Tax Workshops | |||
| October 29, 2024 | 5:30 p.m. - 8:30 p.m. |
Personal Tax
|
Virtual on Zoom |
| October 30, 2024 | 5:30 p.m. - 8:30 p.m. |
Tax Implications of Corporate Relationships (Part 1)
Tax Implications of Corporate Relationships (Part 2)
|
Virtual on Zoom |
| November 5, 2024 | 5:30 p.m. - 8:30 p.m. |
Acquisition of Control (AOC) Rules
|
Virtual on Zoom |
| November 6, 2024 | 5:30 p.m. - 8:30 p.m. |
Types of Tax Accounts
|
Virtual on Zoom |
| November 12, 2024 | 5:30 p.m. - 8:30 p.m. |
Shareholder Taxation
|
Virtual on Zoom |
| November 13, 2024 | 5:30 p.m. - 8:30 p.m. |
Split Income: Taxation
|
Virtual on Zoom |
| November 15, 2024 | 9:00 a.m. - 5:00 p.m. + Dinner |
Exploring the Lifetime Capital Gains Exemption
Sale of Assets Versus Shares
Paid Up Capital and Surplus Stripping
|
In-Person - GTA location to be confirmed |
| November 22, 2024 | 9:00 a.m. - 5:00 p.m. + Dinner |
Deemed Dividend Provisions and Stop-Loss Rules
|
In-Person - GTA location to be confirmed |
| November 23, 2024 - January 10, 2025 | On-Demand |
Module 3: Important Tax Updates for 2024 & 4 Ethics Hours (18 hours)
|
Self-paced E-learning |
| January 16, 2025 | 6:00 p.m. - 9:00 p.m. |
Celebratory Dinner Event and Graduation Participants are encouraged to bring a plus one to celebrate their achievements in completion of the program. |
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.
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 program covers both personal and corporate 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
- Tax lawyers
- 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
- Non-CPAs working in tax
Need Approval to Attend
How to Access the Course
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 September 30, 2025.
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 (October 15, 2024), after which, no deferrals will be considered.
Speaker(s)
Alex Garber, CPA, CA, MTax has been in public practice since 2004, specializing in income taxation for Canadian owner-managed businesses and their shareholders. Alex started his career with Deloitte & Touche LLP in Toronto. He is currently an independent tax advisor, assisting various clients, sole-practitioners and CPA firms in the Greater Toronto Area. Alex has a particular passion for tax education. He is an adjunct professor at the Schulich School of Business at York University, teaching taxation to both undergraduate and master's students, where he has won multiple awards for outstanding teaching. Alex also delivers PD seminars for CPA Ontario and is a frequent speaker at various conferences and training sessions on the topic of income taxation in Canada..
Haroon Khan is an experienced tax professional, having served over 14 years at the world’s leading accounting firms, including the Big 4, as Senior Tax Manager and Tax Partner. Haroon obtained his BBA degree from U of T before qualifying as a CPA, CA in Canada and as a U.S. CPA. He has also completed all three parts of CPA Canada’s In-Depth Tax Program. Haroon is a passionate instructor. He develops and trains fellow tax professionals as an instructor with various CPA Canada educational programs, including Professional Development seminars, Professional Education, and In-Depth Tax Programs. He is also a lecturer at the Schulich School of Business, where he has taught both MBA and BBA students.