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 tax legislative developments arising from the annual Federal Budget, Summer Legislative Proposals, and the Fall Economic Statement.
- 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 2026. If you have any questions, please contact pdevents@cpaontario.ca.
Schedule
- October 22, 2026, 8:30 a.m. - 12:30 p.m.
- October 23, 2026, 8:30 a.m. - 12:30 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 delivered as a live webinar. To receive verifiable CPD hours, you must attend the session live. We recommend joining at least 5 minutes before the scheduled start time. For the best interactive experience, please use a computer equipped with a camera and microphone.
A reminder email with the Zoom link and course details will be sent two business days before the session. If you do not receive it, please check your spam or junk folder.
The same information, including any available materials, will also be posted in advance on our Blackboard LMS.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Joe Marchello, CPA, CA, CFP has over 20 years of accounting, tax and development experience. A highly motivated individual with impeccable judgement and an innate ability to solve financial and accounting problems. Joe obtained his designation specializing in accounting and tax. Accordingly, he then transitioned to project management and residential development with two major GTA developers involved in many major commercial and residential properties across the GTA. He’s an active member of the Chartered Accountants of Ontario and a Certified Financial Planner and has been quoted in various Ontario newspaper articles about Tax, Accounting, Real Estate Development, Fraud and Ethics. Other accomplishments in Joe’s career were equally impactful and included being a leader responsible for Accounting Operations of Tridel, a renowned vertically integrated multifamily residential developer in the GTA. Along with being an active seminar leader in tax, accounting and real estate for Horwath Orenstein (now know as MNP), CPA Ontario, CPA BC and CPA New Brunswick. Advancing through a series of promotions since then, Joe’s leadership has expanded beyond the boundaries of a traditional financial executive and he’s led many strategic initiatives that have had positive impact on multiple business areas, driving down costs, increasing revenue, and improving overall performance of various business units.