Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
For tax practitioners and business owners, proactive planning is essential to minimize the tax impact of potential capital transactions. With the right strategies, substantial tax savings can be achieved, reducing the amount otherwise owed. This course offers a comprehensive guide to mastering key tax planning techniques amidst the latest legislative changes. While these strategies may not be new, ensuring their implementation for our taxpayers is crucial. Let’s delve into the steps necessary for effective tax planning.
Topics Include:
| Module | Topics |
|---|---|
| Module 1: Capital Gains Taxation |
|
| Module 2: Lifetime Capital Gains Exemption & Estate Freezes |
|
| Module 3: Leveraging Employee Ownership Trusts for Strategic Dispositions |
|
| Module 4: Optimizing Share Dispositions through Genuine Intergenerational Transfers |
|
Other Available Sessions
Schedule
- October 15, 2024, 8:30 a.m. - 12:30 p.m.
- October 16, 2024, 8:30 a.m. - 12:30 p.m.
Key Takeaways
By the end of this course, you will have an understanding of the following:
- Master Capital Gains Tax Fundamentals: Gain a thorough understanding of capital gains tax, including recent amendments from Budget 2024 and their impact on both individual and corporate transactions.
- Lifetime Capital Gains Exemption Strategies: Learn the criteria and strategies for preserving the lifetime capital gains exemption, including insights into purification strategies and the effects of recent AMT rule changes. Additionally, explore the implementation of an estate freeze to maximize the lifetime capital gains exemption.
- Employee Ownership Trusts: Understand the process and benefits of leveraging employee ownership trusts for strategic dispositions, including navigating Budget 2024 changes and ensuring eligibility criteria are met.
- Intergenerational Transfers: Explore the rules and strategies for optimizing share dispositions through genuine intergenerational transfers, with a focus on recent legislative changes and tax implications.
- Advanced Tax Planning Techniques: Discover practical steps and advanced planning strategies to minimize tax liabilities and optimize capital transactions in alignment with Budget 2024.
- AMT Considerations: Assess the impact of alternative minimum tax (AMT) on various tax planning strategies, including lifetime capital gains exemptions and intergenerational transfers, ensuring comprehensive tax compliance and optimization.
Who Will Benefit
This course is designed for employees and partners of public accounting firms, business owners, and financial advisors seeking to enhance their tax planning skills.
How to Access the Course
This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.
Electronic material can be accessed one week prior to the course and should be downloaded in advance.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Haroon Khan is an experienced tax professional, having served over 14 years at the world’s leading accounting firms, including the Big 4, as Senior Tax Manager and Tax Partner. Haroon obtained his Bachelor of Business Administration degree from the University of Toronto before qualifying as a CPA, CA in Canada and as a U.S. CPA in the State of Illinois. He has also completed all three parts of CPA Canada’s In-Depth Tax Program. He co-founded multiple start-ups such as www.htkacademy.com in 2012 and www.cpdhours.com in 2023. These ventures have allowed him to assist over 100,000 professionals across Canada, the US, and internationally.