Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This course provides a focused refresher on personal tax planning, emphasizing employment income and the strategic use of tax-deferred savings vehicles. Participants will strengthen their understanding of key areas such as taxable benefits, common deductions, and planning opportunities related to registered plans including RRSPs, TFSAs, RESPs, RDSPs, and FHSAs. Through practical examples and applied discussions, the course highlights current rules and anti-avoidance considerations to help translate technical concepts into effective, real-world planning strategies for individuals and owner-managed contexts.
Topics include:
- Employee vs self-employed;
- Employment income planning;
- Taxable and non-taxable benefits;
- Taxation of allowances, automobile benefits;
- Employee loans;
- Stock option issues;
- Deductions from employment income;
- Registered plans and savings, RRSP/RRIF, spousal RRSP, TFSA, RESP, RDSP, FHSA, HBP/LLP mechanics, and anti‑avoidance highlights.
- Please note that this course does not review the detailed preparation of a personal tax return.
NOTE: This course description has been revised and reflects updates for 2026. If you have any questions, please contact pdevents@cpaontario.ca.
To access your course, visit the CPA Ontario Blackboard site and sign in using the same username and password used for the Registration Portal. You can also access your course through the Blackboard Learn app (iOS or Android).
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.
Key Takeaways
By the end of this course, participants should be able to:
- Identify what employment income includes and the related deductions together with planning for use of tax deferred plans.
Who Will Benefit
- Professionals involved in personal tax who want a structured refresher on planning concepts.
- Practitioners supporting individuals, family trusts, and owner‑managers seeking up‑to‑date, practical guidance.
Prerequisite(s)
- Personal Tax: Compliance and Planning in T1 Preparation or equivalent experience preparing personal returns.
- Recent hands‑on exposure to personal tax planning.
How to Access the Course
To access your course in Blackboard, please follow these steps:
- Go to https://pdlms.cpaontario.ca
- Select ‘Ontario’ from login menu
- Sign in using the same login credentials used to register for the course
- Navigate to your course to access the content
Important: Your course access time begins on the date of purchase and remains available for the duration noted above. Please note that it may take up to 15 minutes after registration for the course to appear in Blackboard.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.