Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Build confidence in managing the complex tax considerations that arise at end of life and throughout estate administration. The Tax: Estate Planning Bundle brings together three essential courses that provide a comprehensive, practical understanding of tax compliance, planning strategies, and reporting obligations related to estates and trusts. Designed for CPAs and finance professionals, this bundle walks you through the full lifecycle of estate taxation—from pre-death planning and terminal filings to post-mortem trust reporting. You’ll gain the knowledge needed to navigate key tax rules, minimize liabilities, and ensure accurate, compliant filings during a critical and often sensitive time.
Courses Include:
- RIP: Estate Planning
This course explores tax-effective strategies to support clients in preparing for the transfer of wealth. This course covers key estate planning concepts, common structures, and planning opportunities to help reduce tax exposure and achieve client objectives
- RIP: Terminal Filing
Understand the tax responsibilities that arise upon death, including the preparation of final (terminal) returns. Learn how to report income, apply available elections, and address common issues to ensure accurate and compliant filings. - RIP: Estate and Testamentary Trust Returns
Gain practical insight into the ongoing tax reporting requirements for estates and testamentary trusts. This course covers trust taxation rules, filing obligations, income allocation, and strategies to manage tax efficiently during estate administration.
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Key Takeaways
Upon completion of this bundle, learners will gain:
- Comprehensive coverage across the estate tax lifecycle.
- Practical guidance you can apply immediately.
- Enhanced ability to support clients during estate planning and administration.
- Increased confidence in handling complex tax situations.
Who Will Benefit
This bundle will benefit:
- CPAs in public practice or industry.
- Tax professionals and advisors.
- Finance professionals involved in estate or trust matters.
- Anyone seeking a deeper understanding of estate taxation in Canada.
Disclaimer
The views expressed in the course are non-authoritative and have not been formally endorsed by CPA Ontario and do not reflect the views of CPA Ontario. The information included in the course if for general information purposes only.
CPA Ontario, the presenters and the authors do not accept any responsibility or liability that might occur directly or indirectly as a consequence of the use or application of or reliance on this material.
How to Access the Bundle
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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.