Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Providing a high-level summary of tax law changes in the past year, this seminar examines current changes and relevant issues in taxation that affect individuals and most businesses in the private sector.
Providing a high-level summary of tax law changes in the past year, this seminar examines current changes and relevant issues in taxation that affect individuals and most businesses in the private sector. Learn how the current levels of personal and corporate tax rates affect and possibly change accepted tax planning techniques.
A review of the current integration of personal and corporate tax rates is provided. The proposals from the Federal Budget, as well as other sources of information from the Department of Finance and the Canada Revenue Agency (CRA), including news releases, draft legislation, CRA technical interpretations and tax cases, are discussed together with other particular subjects of current relevance and interest. Course coverage will be largely restricted to changes in the last year.
Note: Due to the nature of this course and the wide range of topics covered, none of the topics are covered with in-depth material. The intent is to provide knowledge and awareness of the recent tax changes. One or more of the topics may be covered in more detail in other available courses.
Topics Include:
- Tax rate changes/integration
- Update of rules dealing with the taxation of private companies, passive investment income, income splitting, small business deduction, etc.
- Federal budget (2024)
- Taxation of employment income/benefits
- Business income/deductions
- Capital transactions and shareholder issues
- Partnerships/trusts/charities & NPOs/deferred income plans
- International tax issues
- CRA administrative matters and new matters
- Provincial and territorial update including applicable provincial and territorial budgets
NOTE: This course description has been revised and reflects updates for 2024. If you have any questions, please contact pdevents@cpaontario.ca.
Other Available Sessions
Schedule
- December 18, 2024, 1:00 p.m. - 5:00 p.m.
- December 19, 2024, 1:00 p.m. - 5:00 p.m.
Key Takeaways
By the end of this course, participants will be able to:
- Provide relevant, current tax advice to clients and stakeholders.
- Prepare personal and corporate tax returns with knowledge of recent developments.
- Complete tax planning arrangements/positions taking into account current issues.
- Be confident that they are “up-to-date” with their tax knowledge.
Who Will Benefit
This seminar will be beneficial to those who need current information to advise clients, deal with the CRA, and who want to update their existing knowledge of income tax issues to incorporate developments in the past year. As the course focuses only on recent developments, it is best suited for members who take the course annually.
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)
Alex Garber, CPA, CA, MTax has been in public practice since 2004, focusing primarily on income taxation for Canadian owner-managed businesses and their shareholders. Alex also teaches at York University, at the CPA Canada In-Depth Tax Course and at the PEP program for aspiring CPA students. Alex started his career at Deloitte and he's currently working at Fuller Landau LLP in Toronto.