Dates and location

Registration open until
October 3, 2025
Start date
October 14, 2025
End date
December 31, 2025
Location
Virtual

Pricing

$7,500.00
Member
$7,500.00
Student
$7,500.00
Public
$7,500.00
Personal PD Passport Pricing
$5,625.00
Early Bird Price
Ends on Dec 31
ADD TO CART

Hours

Time
12:00 p.m.-11:59 p.m.
PD hour(s)
80 hours
Ethics hour(s) included
4 hours
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Accounting & Tax

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The CPA Ontario Tax Immersion Program

Certificates

The CPA Ontario Tax Immersion Program

Home

›

Accounting & Tax

›

The CPA Ontario Tax Immersion Program

Certificates

The CPA Ontario Tax Immersion Program

Dates and location

Registration open until
October 3, 2025
Start date
October 14, 2025
End date
December 31, 2025
Location
Virtual

Pricing

$7,500.00
Member
$7,500.00
Student
$7,500.00
Public
$7,500.00
Personal PD Passport Pricing
$5,625.00
Early Bird Price
Ends on Dec 31
ADD TO CART

Hours

Time
12:00 p.m.-11:59 p.m.
PD hour(s)
80 hours
Ethics hour(s) included
4 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 80 PD hours.

Save 25% by enrolling with our Early Bird Sale by December 31, 2024. 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!

Access the Early Bird Sale by logging into your account, act fast as seats are limited. We met capacity for the Fall 2024 cohort before the registration deadline and highly recommend early registration for this year.

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 learn more about the program, Early Bird offer or payment plans, please use this form to Speak to an Advisor.

Program Schedule

Date Time Title Location
October 14 - 28, 2025 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:

  • Understanding Canada’s tax landscape.
  • Structure of the Income Tax Act [Division A, B, C, E].
  • Residency rules.
  • Rules for calculating business income: computation guidelines.
  • Capital transaction guidelines: CCA Computation, Recapture, Terminal Loss, Capital Gains and Losses, Replacement Property Rules and Other Capital Gain Deferrals.
  • Dividends received and paid by corporations.
  • Exploring corporate tax rates.
  • T2 Corporation Income Tax return.
  • Ethics in practice focused on Canadian CPAs working in Industry (private or public) or Firms.

Note: This self-paced e-learning course will include knowledge checks to assess your proficiency. Participants with advanced knowledge can choose to proceed directly to Module 2.

 Self-paced
E-learning
October 15, 2025 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:

  • Introduce the instructors for the tax program.
  • Explain the structure of the program and how to navigate interactive elements.
  • Set learner and instructor expectations in terms of outcomes and learning objectives/ goals.
  • Welcome you to the program and provide opportunities to network with colleagues.

Note: Participants will recieve Uber Eats gift cards during this lunch time introductory call.

Virtual on Zoom
Module 2: Tax Workshops
October 28, 2025 5:30 p.m. - 9:00 p.m.

Personal Tax

  • Computation of income for an individual.
  • Specific rules.
  • How to prepare a T1 personal return.
 Virtual on Zoom
October 29, 2025 5:30 p.m. - 9:00 p.m.

Tax Implications of Corporate Relationships (Part 1)

  • Comprehensive exploration of control: A central definition in corporate reorganizations.
  • Decoding corporate relationships and their tax implications.

Tax Implications of Corporate Relationships (Part 2)

  • Small business deduction and grind rules.
  • Specified corporate income rules.
 Virtual on Zoom
November 4, 2025 5:30 p.m. - 9:00 p.m.

Acquisition of Control (AOC) Rules

  • Understanding AOC rules.
  • Determining AOC date.
  • Impact of AOC on the corporation.
  • Tax planning for deemed year-end.
  • Typical reorganizations leading to AOC.
  • Inputting AOC data in tax software.
 Virtual on Zoom
November 5, 2025 5:30 p.m. - 9:00 p.m.

Types of Tax Accounts

  • Basic considerations for all tax accounts: GRIP, LRIP, ERDTOH, NERDTOH and CDA – how to calculate and the impact each has on tax planning and transactions.
  • Loss carry backs and the impact on each account.
 Virtual on Zoom
November 11, 2025 5:30 p.m. - 9:00 p.m.

Shareholder Taxation

  • Integration of corporation and shareholder taxes.
  • Tax treatment of dividends for individuals.
  • Taxable vs non-taxable dividends.
  • Stock dividends.
  • Share classes and their influence on dividend allocation.
  • Tax treatment of shareholder appropriations.
  • Tax treatment of shareholder loan rules.
 Virtual on Zoom
November 12, 2025 5:30 p.m. - 9:00 p.m.

Split Income: Taxation

  • Income splitting pre and post 2018.
  • Attribution of income rules – spouses.
  • Attribution of income rules – minors.
  • Attribution of income rules – corporate attribution.
 Virtual on Zoom
November 21, 2025 9:00 a.m. - 5:00 p.m. + Dinner

Exploring the Lifetime Capital Gains Exemption

  • Definition and scope of lifetime capital gains exemption (LCGE).
  • Eligibility requirements.
  • Strategies for qualifying.

Sale of Assets Versus Shares

  • Tax ramifications of share disposition.
  • Corporate-level tax effects of asset disposition.
  • Shareholder tax implications.
  • Non-tax factors in asset sale versus share sale.
  • Sale of a business.

Paid Up Capital and Surplus Stripping

  • Understanding paid up capital versus adjusted cost base (ACB).
  • Rules for calculating paid-up capital.
  • Effects of corporate reorganizations on paid-up capital.
 In-Person -  Toronto - Location TBD
November 28, 2025 9:00 a.m. - 5:00 p.m. + Dinner

Deemed Dividend Provisions and Stop-Loss Rules

  • Deemed dividend provisions within the Income Tax Act.
  • Sale to non-arm’s length and recent genuine intergenerational transfer rules to mitigate 84.1 tax consequences.
  • Tax consequences on the redemption or cancellation of corporate shares.
  • Stop loss rules.
 In-Person -  Toronto - Location TBD
November 29, 2025 - January 23, 2026 On-Demand

Module 3: Important Tax Updates for 2025 & 4 Ethics Hours (26 hours)

  • Further detailed updates to income tax related to the 2025 reporting year.
  • Tax focused ethics (4 CPD Hours).
Note: You have until January 10, 2026 date to complete Module 3.		 Self-paced
E-learning
January 24, 2026 5:00 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 -  Toronto - Location TBD

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

Tax Immersion 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

  EMPLOYER REQUEST LETTER

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 September 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 (October 15, 2025), after which, no deferrals will be considered.

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