Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Build a comprehensive foundation in Canadian personal and corporate tax planning with this in-depth bundle of courses designed for accounting and tax professionals seeking to strengthen their practical tax knowledge and stay current with legislative developments.This learning package explores the key areas of personal tax planning, including employment income, registered plans, investment income, attribution rules, tax credits, tax calculations, alternative minimum tax (AMT), partnerships, and other sources of income and deductions. Participants will develop a solid understanding of how various tax rules interact and how to identify tax-efficient planning opportunities for individuals and business owners.
The bundle also includes a broad overview of the Canadian personal tax system, making it suitable as both a refresher and a foundational learning resource. In addition, learners will gain valuable insights into corporate tax planning through the incorporation process, examining key considerations when establishing a business structure and planning for future growth and succession. The included Income Tax: Update 2026 course ensures participants remain informed about recent tax legislation, administrative changes, and emerging developments affecting tax compliance and planning strategies. Through practical examples and real-world scenarios, participants will enhance their ability to navigate complex tax issues and provide informed advice to clients and organizations.
Key topics include:
- Employment income and taxable benefits
- Registered retirement and savings plans
- Investment income taxation
- Attribution rules and income splitting considerations
- Tax credits and tax calculations
- Alternative Minimum Tax (AMT)
- Partnerships and partnership taxation
- Other income sources and deductible expenses
- Current income tax developments and legislative updates
- Business incorporation strategies
- Corporate tax planning and future considerations
- Personal tax planning fundamentals and best practices
Who Will Benefit
This bundle is ideal for:
- CPAs and accounting professionals
- Tax practitioners and advisors
- Controllers and finance managers
- Financial reporting and corporate accounting teams
- Payroll administrators and HR professionals
- Bookkeepers and small business owners
- Auditors and finance professionals seeking a tax refresher
How to Access the Bundle
To access your bundle, visit the CPA Ontario Blackboard site and sign in using the same username and password used for the Registration Portal.
Important: Course access begins on the date of purchase and remains available for the Access Time specified for the course under Dates and Location. Please review the access time before purchasing. Note that it may take up to 15 minutes after registration for the course to appear in Blackboard.
Registration, cancellation, withdrawal, and other CPA Ontario PD policies can be found here.