Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Participants will gain an advanced, practical understanding of the income tax rules affecting registered charities, with a focus on compliance, risk identification, and planning opportunities within the Canadian tax framework. The course emphasizes applying legislation, CRA guidance, and case‑based scenarios to support effective decision‑making, maintain tax‑exempt status, and meet regulatory obligations.
Note: Previously, this course was part of the Taxation – Registered Charities and NFPOs course.
Topics include:
- Core income tax compliance requirements for registered charities.
- Rules and risks related to maintaining or losing tax‑exempt status.
- Planning considerations to support compliance and reduce exposure to penalties.
- Recent and proposed legislative developments and CRA administrative interpretation and guidance.
- Practical application through examples and case‑based exercises, including preparation of the T3010 return.
NOTE: This course description has been revised and reflects updates for 2026. If you have any questions, please contact pdevents@cpaontario.ca.
Key Takeaways
By the end of this course, participants should be able to:
- Identify income tax issues and assess related risks associated with the activities carried on by registered charities.
- Apply income tax rules to support compliance for registered charities and related entities.
- Prepare and complete the T3010 Registered Charity Information Return and associated forms.
Who Will Benefit
- Practitioners who advise registered charities or want to deepen their knowledge of charity taxation.
- Board members, management, and professionals involved with registered charities seeking to ensure compliance and explore advanced applications of tax rules.
- Members of registered charities.
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)
Gregory M. Sawatsky, MAcc, CPA, CA graduated from Brock University’s Co-Op Program with an Honours Bachelor of Accounting degree in 2000, receiving three awards for academic achievement. Greg passed the 2000 National Uniform Final CA examinations, ranking 6th in Ontario and received his CA designation in 2001. Greg completed his Master of Accountancy degree with a specialization in Taxation in December 2001. Greg was appointed manager in 2002 and was admitted to partnership in 2007. He has completed the CICA In-Depth Tax course and the CICA In-Depth GST course.