Build end-to-end estate taxation capability—from proactive planning through the complex year-of-death filing requirements. You’ll strengthen your ability to initiate and structure estate plans for owner-managers and high-net-worth clients while managing risk and maintaining flexibility. You’ll also develop technical confidence in terminal filings, including elective returns and practical engagement considerations, supported by real-life case studies. The bundle emphasizes both technical accuracy and practical execution so you can advise executors and families with clarity during high-stakes situations.

Courses Include:

• RIP: Estate Planning
  This course provides a detailed review of important estate planning matters for practitioners who deal with owner-managers or clients with a high net worth. Specifically, you will gain enhanced estate planning skills, an introduction to important tax and estate planning concepts, useful tips, and an updated reference source.
   
• RIP: Terminal Filing
  This course provides a detailed technical review of the numerous issues faced when preparing terminal or year-of-death filings, including the three (3) elective returns (sole proprietor/partnership stub period income; rights and things; and income of a beneficiary from a testamentary trust.

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Upon completion of this bundle, learners will be able to:

• Initiate effective estate planning conversations and identify practical strategies for common client scenarios.
• Understand key post-mortem tax issues and how planning choices affect beneficiaries and executors.
• Prepare and manage terminal filings, including elective returns and common property/ownership complications.
• Apply practical engagement management and CRA assessing insights to reduce risk and surprises.
• Use case-based approaches to communicate issues and options clearly during sensitive client situations.