Dates and location
Hours
Dates and location
Hours
Description
In this video from the 2024 Small and Medium Practitioners Conference, Jay Goodis, CEO of Tax Templates Inc., provides an update on the major Canadian tax changes in 2024 and their impacts on Canadian Controlled Private Corporations (CCPCs) and Canadian individual taxpayers. Jay discusses the changes, their impacts, and tax planning strategies resulting from major changes such as the capital gains inclusion rate, the changes to the Alternative Minimum Tax, the Capital gains exemption increase, and more. Other critical changes in Federal and provincial budgets may be discussed along with recommendations for year-end remuneration strategies.
By the end of this session, attendees will be equipped with the knowledge of the changes to these key tax calculations, be able to navigate the complexities of the updated tax landscape effectively and advise their clients or manage their affairs with enhanced expertise.
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Key Takeaways
Upon completion of this course, you will learn:
- Impacts to individuals and corporations from the change in the capital gains inclusion rate from one half to two thirds.
- Resulting changes to the Capital Dividend Account and the NERDTOH account.
- Optimization of salaries, dividends, and capital gains.
- Tax planning recommendations in 2024 and leading into 2025.
Who Will Benefit
Small business owners and sole practitioners, accounting firms and CPAs working in post-secondary institutions. Current and aspiring professional practitioners interested in updating their knowledge on issues and legislation facing the accounting profession.
How to Access the Course
New mobile learning! Download Blackboard Learn from your app store (iOS or Android). Learn more.
To access the course on your computer 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.
Speaker(s)
Jay Goodis, CPA, CA, is CEO of Tax Templates Inc. He was recognized as an emerging leader by CPA Ontario in 2018 for his contributions to the CPA profession. Jay specialized in tax at both a national and a mid-market accounting firm where he completed tax planning and compliance for individuals, trusts, and private corporations. In public practice, he also led the rebuild of many internal operations leading to significant efficiencies, time savings, and superior recoveries.