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Displaying 173 search result(s)

 Série fiscale Plus
 Série fiscale Plus
(also available in English)

La Série fiscale Plus de CPA Canada vous offre toute l’information dont vous avez besoin.

La bibliothèque fiscale comporte des commentaires clairs, des textes législatifs annotés, les publications gouvernementales actuelles et archivées et des formulaires pour TOUTES les administrations du Canada.

Maximisez votre temps et trouvez rapidement vos réponses en fiscalité grâce à des commentaires clairs et à une technologie facile à utiliser.

Tirez profit des avantages offerts aux membres de CPA Canada et économisez grâce aux prix spéciaux pour les membres.

 
 Tax Suite Premium
 Tax Suite Premium
(aussi disponible en français)

CPA Canada’s Tax Suite Premium connects you to the tax information you need.

The tax library incorporates clear commentary, annotated legislation, current and archived government publications, and forms for ALL Canadian jurisdictions.

Make the most of your time and find your tax answers fast with clear commentary and easy-to-use technology.

Take advantage of your CPA Canada member benefits and save money with special member pricing.

 
Bibliothèque de référence automatisée de douane (BRAD Plus)
Bibliothèque de référence automatisée de douane (BRAD Plus)
(also available in English)

BRAD Plus constitue la seule source de référence exhaustive en matière de douanes disponible au Canada. Cette collection contient l’ensemble de la législation pertinente, le Tarif des douanes et annexes, les documents administratifs, et la jurisprudence et les conclusions des tribunaux canadiens. Elle comprend aussi une sélection de documents internationaux, la législation relative à l’ALENA, et le Recueil des avis de classement et les Notes explicatives du Système harmonisé publiées par l’Organisation mondiale des douanes (OMD).

 
Bibliothèque de référence automatisée de douane (BRAD)
Bibliothèque de référence automatisée de douane (BRAD)
(also available in English)

BRAD est une collection complète de renseignements en matière de douanes canadiennes, et contient également une sélection de documents internationaux. Elle comprend l’ensemble de la législation pertinente, le Tarif des douanes et annexes, les documents administratifs, la jurisprudence et les conclusions des tribunaux canadiens, la législation relative à l’ALENA, etc.

 
Collection APFF
Collection APFF
La Collection APFF comprend tous les textes édités par l’APFF depuis le 1er janvier 1991 que ce soit en matière d’impôt sur le revenu, de taxes indirectes, de planification financière, de retraite ou de succession. La collection comprend notamment les textes des congrès annuels, des colloques, des symposiums, de la Revue de planification fiscale et financière, du magazine Stratège et des analyses des budgets.
 
Collection sur l'impôt fédéral (CIF Lite)
Collection sur l'impôt fédéral (CIF Lite)
(also available in English)

La source la plus à jour offerte au Canada pour les documents de référence en matière d'impôt sur le revenu fédéral, CIF Lite comprend la Loi de l'impôt sur le revenu et les autres lois applicables, le matériel administratif, la jurisprudence, des commentaires et analyses ainsi que beaucoup d'autres ressources utiles.

 
Collection sur l'impôt fédéral (CIF Platine)
Collection sur l'impôt fédéral (CIF Platine)
(also available in English)

La Collection sur l'impôt fédéral CIF Platine donne accès à tous les documents de référence compris dans la Collection sur l'impôt fédéral CIF Plus, en plus des commentaires et des analyses approfondis tirés du EY's Complete Guide to Income Tax, du Guide d'EY sur la recherche et la rédaction en fiscalité et de son document Accounting for Income Taxes. Cette collection essentielle comprend la jurisprudence, des commentaires de tiers, les décisions, formulaires et publications de l'ARC, des notes explicatives et des lettres de confort du ministère des Finances et la législation (y compris les règlements et dispositions connexes). Elle donne également accès aux bulletins Questionsfiscales@EY et Commodity Tax News. Cette collection est comprise dans la trousse Série fiscale Plus (rabais intéressant).

 
Collection sur l'impôt fédéral (CIF Plus)
Collection sur l'impôt fédéral (CIF Plus)
(also available in English)

La source la plus à jour offerte au Canada pour les documents de référence en matière d'impôt sur le revenu fédéral, CIF Plus comprend la Loi de l'impôt sur le revenu et les autres lois applicables, le matériel administratif, la jurisprudence, des commentaires et analyses, les décisions en impôt de l'ARC, des formulaires remplissables en format Word ainsi que beaucoup d'autres ressources utiles.

 
Commodity Tax News
Commodity Tax News
Your best way to keep up to date with the latest important developments in GST/HST, as well as provincial sales taxes, and customs and trade. Includes Case Corner, which summarizes all recent commodity tax decisions, and What’s New, which lists recent government releases.
 
Couzin Taylor's Guide to Canadian Income Tax Administration, 2nd Edition
Couzin Taylor's Guide to Canadian Income Tax Administration, 2nd Edition
Provides an accessible and comprehensive discussion of the law and administrative practice related to the administration of Canada’s federal Income Tax Act.

Print book sold out. eBook available.

 
Customs Automated Reference Library (CARL Plus)
Customs Automated Reference Library (CARL Plus)
(aussi disponible en français)
CARL Plus provides importers and customs brokers accurate, up-to-date customs information that’s easily searchable. Contains all relevant legislation, the complete Customs Tariff and schedules, administrative materials, case law and findings by Canadian courts and tribunals, selected US and international materials such as NAFTA legislation and US tariff and customs rulings, as well as the Compendium of Classification Opinions and the Harmonized System Explanatory Notes issued by the World Customs Organization. Includes TaxMatters@EY and Commodity Tax News newsletters.
 
Customs Automated Reference Library (CARL)
Customs Automated Reference Library (CARL)
(aussi disponible en français)
For customs and trade professionals who do not require the Harmonized System Explanatory Notes issued by the World Customs Organization. Includes Commodity Tax News and TaxMatters@EY newsletters.
 
Customs Tariff
Customs Tariff
(aussi disponible en français)

TARIFF consists of the Customs Tariff, including the most current List of Provisions, as well as all earlier versions, with full search functionality.

 
Ernst & Young's Guide to Capital Cost Allowance, 5th Edition
Ernst & Young's Guide to Capital Cost Allowance, 5th Edition

Discusses the capital cost allowance and eligible capital expenditure rules that determine the income tax treatment and classification of capital assets and outlays. Includes commentary, illustrative examples, descriptions of various CCA classes, and cross-references to legislation, case law, and administrative materials, as well as CCA lookup tables and relevant bulletins.

 
Ernst & Young's Guide to the Taxation of Charities, 2011 (2nd) Edition
Ernst & Young's Guide to the Taxation of Charities, 2011 (2nd) Edition
Designed to assist Canadian tax professionals in understanding the tax rules that apply to charities and other tax-exempt organizations.

This product was originally issued by a CPA Canada legacy body.

 
Excise Automated Reference Library (EARL Lite)
Excise Automated Reference Library (EARL Lite)
Includes the Excise Tax Act, GST/HST regulations, and CRA bulletins, forms, and guides. Commentary includes EY’s Complete Guide to GST/HST, as well as Commodity Tax News and TaxMatters@EY newsletters. Annotations link to Excise Tax Act provisions, providing easy access to cross-referenced materials. Available as part of Tax Suite — East, Ontario, Quebec, or West package (27% savings).
 
Excise Automated Reference Library (EARL)
Excise Automated Reference Library (EARL)
(aussi disponible en français)
Canada’s premier GST/HST reference library includes the Excise Tax Act, GST/HST regulations, excise legislation, related legislation, case law, and CRA HQ rulings, bulletins, forms, and guides. Commentary includes EY’s Complete Guide to GST/HST, CPA Canada Commodity Tax Symposium papers from 1991 to date, as well as Commodity Tax News and TaxMatters@EY newsletters. Annotations link to all Excise Tax Act provisions, providing easy access to cross-referenced materials. Available as part of Tax Suite Premium package (substantial savings).
 
EY's Complete Guide to GST/HST, 2016 (24th) Edition
EY's Complete Guide to GST/HST, 2016 (24th) Edition
Canada’s leading guide on GST/HST including GST/HST commentary and legislation, as well as a GST-QST comparison. Written in plain language by a team of EY indirect tax professionals, the guide is consolidated to 15 July 2016. Purchase the format that best suits your needs:
  • book (Volume 1: Commentary and Analysis, Volume 2: The Annotated Excise Tax Act, or the complete two-volume set) – one-time purchase or standing order
  • searchable Folio Views infobase on DVD
  • searchable online database (on knotia.ca)

Legislative and regulatory proposals relating to the GST/HST that were released on July 22, 2016 and legislative proposals relating to income tax, sales tax and excise duties that were released on July 29, 2016, are included as an insert at the end of Volume 2: The Annotated Excise Tax Act.

Shipping October 2016

 
EY's Federal Income Tax Act, 2016 (14th) Edition
EY's Federal Income Tax Act, 2016 (14th) Edition

Available as a Print + Online Combo

Edited by practising tax professionals

Now available.

Included with this edition – interactive online features! Purchase of a print book includes access to an online, updated, and searchable copy of the Federal Income Tax Act for one price. Consolidated to May 1, 2016, this edition includes proposals from the April 15, 2016 (OECD common reporting standard) announcement and Bill C-15 (budget measures).

 
EY's Guide to Canada's Foreign Affiliate Taxation Rules, 1st Edition
EY's Guide to Canada's Foreign Affiliate Taxation Rules, 1st Edition
An easy-to-use reference guide designed to assist Canadian tax professionals in understanding the main aspects of the Canadian taxation rules concerning investments in foreign affiliates.

Now available.

 
EY's Guide to Income Tax
EY's Guide to Income Tax

Clear, authoritative guidance on the income tax rules in Canada. Written in plain language by EY tax professionals, the guide reflects current and proposed tax law. Also available as part of Federal Income Tax Collection Platinum.

 
EY's Guide to Preparing 2015 Personal Tax Returns
EY's Guide to Preparing 2015 Personal Tax Returns

Race through tax season...
The line-by-line guide busy tax professionals rely on throughout the tax season. Written by tax professionals for tax professionals. Save time and increase productivity with clear commentary, quick answers, practical examples, and relevant reference materials.
– Available as a knotia.ca Internet database (includes four years of previous editions at no extra cost). New content now available.

 
EY's Guide to Tax Research and Writing, 7th Edition
EY's Guide to Tax Research and Writing, 7th Edition

Learn the tax research process, how laws are enacted, and how to communicate your findings to your clients. Written for accountants, lawyers, and other professionals in public practice, industry, education, and government with a basic familiarity with the concepts and principles of Canadian income tax.

 
EY's Guide to the Taxation of Mining Operations, 2nd Edition
EY's Guide to the Taxation of Mining Operations, 2nd Edition
This guide provides an overview of the federal income tax rules applicable to mining operations.

Available in print and eBook

 
EY’s Guide to the Taxation of Insurance Corporations in Canada, 1st edition
EY’s Guide to the Taxation of Insurance Corporations in Canada, 1st edition
An easy-to-use reference guide designed to assist Canadian tax professionals in understanding the main aspects of the Canadian federal and provincial corporate taxation of insurance corporations.

Now available.

 
Federal Income Tax Collection (FITAC Lite)
Federal Income Tax Collection (FITAC Lite)
(aussi disponible en français)
FITAC Lite includes the Income Tax Act and regulations, administrative materials (current versions), commentary and analysis (Canadian Tax Principles and EY’s Guide to Preparing Personal Tax Returns), CRA rulings, tax rates and tools, and much more. Includes TaxMatters@EY and Commodity Tax News newsletters. Available as part of Tax Suite — East, Ontario, Quebec, or West package (27% savings).
 
Federal Income Tax Collection (FITAC Platinum)
Federal Income Tax Collection (FITAC Platinum)
(aussi disponible en français)
The essential federal income tax collection, FITAC Platinum combines all the reference materials included in FITAC Plus with the in-depth commentary and analysis of EY’s Guide to Income Tax, EY’s Guide to Tax Research and Writing, and Accounting for Income Taxes. Annotations include case law; commentary; CRA forms, publications and rulings; Finance explanatory notes and comfort letters; and legislation (including regulations and related provisions). Includes TaxMatters@EY and Commodity Tax News newsletters. Available as part of Tax Suite Premium package (substantial savings).
 
Federal Income Tax Collection (FITAC Plus)
Federal Income Tax Collection (FITAC Plus)
(aussi disponible en français)
Canada’s most up-to-date source of federal income tax reference materials, FITAC Plus includes the Income Tax Act and related legislation, administrative materials, case law, commentary and analysis (Canadian Tax Principles and EY’s Guide to Preparing Personal Tax Returns), CRA rulings, fillable forms, Finance comfort letters and explanatory notes, tax rates and tools, tax treaties, and much more. Includes TaxMatters@EY and Commodity Tax News newsletters.
 
Federal Income Tax Collection (FITAC Premium)
Federal Income Tax Collection (FITAC Premium)
The ultimate federal income tax collection, FITAC Premium combines all the reference materials included in FITAC Platinum plus added in-depth commentary related to foreign affiliates. Annotations include case law; commentary; CRA forms, publications and rulings; Finance explanatory notes and comfort letters; and legislation (including regulations and related provisions). Includes TaxMatters@EY and Commodity Tax News newsletters.
 
FST & Excise Tax Cases/RISE (ETCRISE)
FST & Excise Tax Cases/RISE (ETCRISE)
Excise Tax Cases from 1930 to present day, and rulings information and ET Memoranda for the former federal sales tax (FST)
 
Impôts et taxes du Québec  avec jurisprudence (ITQ)
Impôts et taxes du Québec avec jurisprudence (ITQ)

ITQ est une collection complète de la documentation législative, administrative et judiciaire en matière de fiscalité québécoise

 
Impôts et taxes du Québec (ITQ)
Impôts et taxes du Québec (ITQ)
(also available in English)

ITQ est une collection complète de la documentation législative et administrative en matière de fiscalité québécoise

 
Knotia Customs and Trade News
Knotia Customs and Trade News
Stay up-to-date on all the latest customs and trade developments with customized email alerts that bring you the critical information you need, when you need it — insights and commentary from EY tax professionals, as well as relevant releases from Canada Border Services Agency, Canada Revenue Agency, the Department of Finance, and the courts. Choose HTML or BlackBerry®-friendly format. Includes 90-day searchable archive.
 
Knotia Federal Income Tax News
Knotia Federal Income Tax News
Stay up-to-date on all the latest income tax developments with customized email alerts that bring you the critical information you need, when you need it — insights and commentary from EY tax professionals, as well as relevant releases from Canada Revenue Agency, the Department of Finance, and the courts. Choose HTML or BlackBerry®-friendly format. Includes 90-day searchable archive.
 
Knotia GST/HST & Excise News
Knotia GST/HST & Excise News
Stay up-to-date on all the latest GST/HST developments with customized email alerts that bring you the critical information you need, when you need it — insights and commentary from EY tax professionals, as well as relevant releases from Canada Revenue Agency, the Department of Finance, and the courts. Choose HTML or BlackBerry®-friendly format. Includes 90-day searchable archive.
 
Knotia Provincial Taxes News
Knotia Provincial Taxes News
Stay up-to-date on all the latest provincial taxes developments with customized email alerts that bring you the critical information you need, when you need it — insights and commentary from EY tax professionals, as well as relevant releases from Canada Revenue Agency, the Department of Finance, provincial governments, and the courts. Choose HTML or BlackBerry®-friendly format. Includes 90-day searchable archive.
 
Loi de l'impôt sur le revenu fédérale d'EY
Loi de l'impôt sur le revenu fédérale d'EY
(also available in English)

Édité par les professionnels fiscaux pour les professionnels fiscaux. Couverture complète de la Loi de l’impôt sur le revenu du Canada et de son règlement.

Le livre électronique est à jour jusqu’au 1er mai 2016. L’abonnement annuel au livre électronique est mis à jour jusqu’à quatre fois par année.

 
Provincial Taxes - Atlantic (PTEAST)
Provincial Taxes - Atlantic (PTEAST)
Canada’s most up-to-date source of provincial tax reference materials — including corporate and personal income tax, fuel tax, sales tax, tobacco tax, and much more. Contains commentary and analysis; statutes and regulations; bulletins, forms, guides, and memoranda; comparative tables that compare the tax rates and treatments of similar items under different jurisdictions; tax rates and tools. Includes Commodity Tax News and TaxMatters@EY newsletters. Coverage for New Brunswick, Nova Scotia, Newfoundland and Labrador, Prince Edward Island, Northwest Territories, Yukon, and Nunavut. Available as part of Tax Suite – East package.
 
Provincial Taxes - Ontario (PTONT)
Provincial Taxes - Ontario (PTONT)
Canada’s most up-to-date source of provincial tax reference materials — including corporate and personal income tax, fuel tax, sales tax, tobacco tax, and much more. Contains commentary and analysis; statutes and regulations; bulletins, forms, guides, and memoranda; comparative tables that compare the tax rates and treatments of similar items under different jurisdictions; tax rates and tools. Includes Commodity Tax News and TaxMatters@EY newsletters. Coverage for Ontario. Available as part of Tax Suite – Ontario package.
 
Provincial Taxes - Quebec (PTQUE)
Provincial Taxes - Quebec (PTQUE)
(aussi disponible en français)
Canada’s most up-to-date source of provincial tax reference materials — including corporate and personal income tax, fuel tax, sales tax, tobacco tax, and much more. Contains commentary and analysis; statutes and regulations; bulletins, forms, guides, and memoranda; comparative tables that compare the tax rates and treatments of similar items under different jurisdictions; tax rates and tools. Includes Commodity Tax News and TaxMatters@EY newsletters. Coverage for Quebec. Available as part of Tax Suite – Quebec package.
 
Provincial Taxes - Western Provinces (PTWEST)
Provincial Taxes - Western Provinces (PTWEST)
Canada’s most up-to-date source of provincial tax reference materials — including corporate and personal income tax, fuel tax, sales tax, tobacco tax, and much more. Contains commentary and analysis; statutes and regulations; bulletins, forms, guides, and memoranda; comparative tables that compare the tax rates and treatments of similar items under different jurisdictions; tax rates and tools. Includes Commodity Tax News and TaxMatters@EY newsletters. Coverage for British Columbia, Alberta, Saskatchewan, Manitoba, Northwest Territories, Yukon, and Nunavut. Available as part of Tax Suite – West package.
 
Provincial Taxes Electronic Reference Library (PERL)
Provincial Taxes Electronic Reference Library (PERL)
Canada’s most up-to-date source of provincial tax reference materials — including corporate and personal income tax, fuel tax, sales tax, tobacco tax, and much more. Contains commentary and analysis; statutes and regulations; bulletins, forms, guides, and memoranda; comparative tables that compare the tax rates and treatments of similar items under different jurisdictions; tax rates and tools. Includes Commodity Tax News and TaxMatters@EY newsletters. All provinces and territories. Available as part of Tax Suite Premium package.
 
Série fiscale (Québec)
Série fiscale (Québec)
(also available in English)

La Série fiscale (Québec) de CPA Canada vous offre toute l’information dont vous avez besoin.

La bibliothèque fiscale est une collection condensée de commentaires clairs, de textes législatifs annotés, de publications gouvernementales actuelles et archivées et de formulaires pour le province Québec.

Maximisez votre temps et trouvez rapidement vos réponses en fiscalité grâce à des commentaires clairs et à une technologie facile à utiliser.

Profitez des avantages de votre abonnement à CPA Canada et économisez grâce aux prix spéciaux pour les membres.

 
Système automatisé des renvois de l'accise (SARA)
Système automatisé des renvois de l'accise (SARA)
(also available in English)

SARA donne accès aux dispositions législatives, au matériel administratif et interprétatif et à la jurisprudence en matière de TPS/TVH et d'accise. Les références croisées figurant dans les annotations permettent un accès facile aux renseignements relatifs à toute disposition de la Loi sur la taxe d'accise se rapportant à la TPS/TVH.

 
Tarif des douanes (TARIF)
Tarif des douanes (TARIF)
(also available in English)

Comprend le Tarif des douanes, y compris la version la plus récente de la Liste des dispositions tarifaires, ainsi que toutes ses versions antérieures, avec pleine capacité de recherche.

 
Tax Suite (East)
Tax Suite (East)

CPA Canada’s Tax Suite (East) connects you to the tax information you need.

The tax library is a condensed collection of clear commentary, annotated legislation, current and archived government publications, and forms for the Atlantic provinces.

Make the most of your time and find your tax answers fast with clear commentary and easy-to-use technology.

Take advantage of your CPA Canada member benefits and save money with special member pricing.

 
Tax Suite (Ontario)
Tax Suite (Ontario)

CPA Canada’s Tax Suite (Ontario) connects you to the tax information you need.

The tax library is a condensed collection of clear commentary, annotated legislation, current and archived government publications, and forms for Ontario.

Make the most of your time and find your tax answers fast with clear commentary and easy-to-use technology.

Take advantage of your CPA Canada member benefits and save money with special member pricing.

 
Tax Suite (Quebec)
Tax Suite (Quebec)
(aussi disponible en français)

CPA Canada’s Tax Suite (Quebec) connects you to the tax information you need.

The tax library is a condensed collection of clear commentary, annotated legislation, current and archived government publications, and forms for Quebec.

Make the most of your time and find your tax answers fast with clear commentary and easy-to-use technology.

Take advantage of your CPA Canada member benefits and save money with special member pricing.

 
Tax Suite (West)
Tax Suite (West)

CPA Canada’s Tax Suite (West) connects you to the tax information you need.

The tax library is a condensed collection of clear commentary, annotated legislation, current and archived government publications, and forms for the western provinces.

Make the most of your time and find your tax answers fast with clear commentary and easy-to-use technology.

Take advantage of your CPA Canada member benefits and save money with special member pricing.

 
TaxMatters@EY
TaxMatters@EY
TaxMatters@EY is a monthly bulletin that provides a summary of recent income tax news, case developments, publications and upcoming presentations.
 
2016 Commodity Tax Symposium
2016 Commodity Tax Symposium
(en anglais seulement)

October 24-25, 2016
(plus optional post-symposium workshops October 26, 2016)
Metro Toronto Convention Centre (North Building), Toronto, ON

Early Bird register now through September 9, 2016, to receive $250 off conference price!
Enter coupon code: EB-CTS at the ‘confirm order’ screen as you register.
Discount cannot be combined with other offers.

Stay up-to-date on critical commodity tax issues and network with peers from government, industry and practice at Canada’s largest and longest-running indirect tax event.

 
2016 Forum on U.S. State and Local Taxes for Canadian Companies
2016 Forum on U.S. State and Local Taxes for Canadian Companies
(en anglais seulement)

October 26-27, 2016
Metro Toronto Convention Centre, Toronto, ON

Early bird register before September 9, 2016, to receive $150 off!
Be sure to enter coupon code: EB-SALT (and click the check mark) at screen "Confirm Order".
Discount cannot be combined with other offers.

Network and learn from Canadian and U.S.-based experts at this informative forum on U.S. state and local taxes for Canadian companies. Leading practitioners will help you understand the tax requirements and risks of doing business or expanding into the vastly lucrative U.S. market. Learn about the differences between Canadian and U.S. state and local taxes, as well as filing, registration, and remittance requirements, and the best ways to handle tax disputes and audits.

Attend this event as a VIRTUAL CONFERENCE

Live from your desktop, laptop or tablet. Listen to and see the speakers, follow the PowerPoint presentation, and ask questions of the speakers. See details below under Virtual Forum.

 
2016 In-Depth Corporate Reorganizations Course
2016 In-Depth Corporate Reorganizations Course
(en anglais seulement)

November 5-9, 2016
Blue Mountain Village Conference Centre, Blue Mountains, ON

Building on the corporate reorganizations concepts introduced in the In-Depth Tax Course, this intermediate in-depth course focuses on fundamental income tax issues surrounding the reorganizations of Canadian corporations. Whether you are planning reorganization for a purchase and sale of a business, loss utilization, cash extraction, business partnerships, or risk management, you will learn effective tax planning strategies to affect your transaction.

As with all of CPA Canada's In-Depth courses, this course provides a structured learning opportunity to learn from Canada's leading practitioners in the area of corporate reorganizations. The course features comprehensive lectures on key topics, followed by hands-on tutorial sessions where you have the opportunity to apply your knowledge on practical, realistic case studies.

NOTE: Some pre-work will be required, including online studies and reading prior to classroom sessions.

 
2016 In-Depth International Tax Course
2016 In-Depth International Tax Course
Specialized Tax Course
(en anglais seulement)

September 17-21, 2016
Niagara Falls, ON

Boost your knowledge of the fundamental tax issues facing Canadian multinational corporations with foreign operations by attending our in-depth, on-site course.

 
2016 In-Depth Transfer Pricing Course
2016 In-Depth Transfer Pricing Course
(en anglais seulement)

September 26-28, 2016
Toronto, ON - Ivey Tangerine Leadership Centre
Ottawa, ON - Satellite classroom (location to be advised)
Calgary, AB - Satellite classroom (location to be advised

Our intensive three-day In-Depth Transfer Pricing Course incorporates the latest guidance from the OECD and Canadian legislation, and is designed to give practitioners and industry professionals practical, hands-on exposure to many of the issues transfer pricing professionals are faced with every day.
 
2016 Income Tax for the General Practitioner Course
2016 Income Tax for the General Practitioner Course
(en anglais seulement)

West - October 29 - November 3, 2016
Delta Hotels Grand Okanagan Resort, Kelowna BC

East - December 3 - December 8, 2016
Blue Mountain Resort Blue Mountain Village Conference Centre, Blue Mountains, ON

An in-residence course that provides a sound overview of the Income Tax Act, and highlights critical tax issues that general practitioners commonly face. Improve your ability and gain a better appreciation of tax planning techniques and how to identify tax problems. Participants will also cover the CRA’s current administrative practices and positions

 
2016 Indirect Taxes
2016 Indirect Taxes
Tax Blended Learning Courses
(en anglais seulement)

This course has been rescheduled for November 2016.

Elearning modules - available now
Classroom session – March 1, 2016 (attend in person in Toronto or virtually)

This course provides an introduction to Indirect Taxation in Canada. It provides an overview of the basic structure of indirect taxes in Canada and covers key concepts in GST/HST, QST and PST, compliance obligations, and implications of common transactions.

This course uses a blended learning approach, with two key components: elearning modules followed by a classroom session that can be attended in person or virtually. The elearning modules cover the basic concepts of the topic. In the classroom session (in-person or virtual) you will work through case studies, applying the concepts covered in the elearning.

 
Advanced International Tax 2015
Advanced International Tax 2015
Specialized Tax Course
2016 program coming soon
(en anglais seulement)
Note: As this event is now over, information is for reference purposes only.

December 2-5, 2015
Marriott Gateway on the Falls, Niagara Falls, ON

Building on the concepts presented in the Foundations in International Tax Course, this program is an advanced study of Canada’s foreign affiliate rules. Students will work through complex foreign affiliate issues and examples involving characterization and interpretation questions, reorganizations, the computation of foreign affiliate surplus and foreign accrual property income determinations.
 
Alberta Property Tax Legislation
Alberta Property Tax Legislation
In this session Mr. Gilbert Ludwig provides an update on recent developments in industrial assessment in Alberta, including commentary on the recent Canadian Natural Resources Ltd. case and pending changes to the Municipal Government Act.
 
All Aboard! B.C.'s Last Minute Implementation Checklist
All Aboard! B.C.'s Last Minute Implementation Checklist
This incredibly timely session covers a last minute checklist of tasks, opportunities and challenges you need to be aware of to ensure that your business is fully prepared for BC's re-implementation of GST and PST.
 
Analyzing contract of/for service
Analyzing contract of/for service
Case Study Webinar - On Demand

Glen Schmidt FCPA, FCGA, explains in this webcast the four-fold test, the criteria for the test, and the penalties applicable for treating someone as self-employed when they are actually an employee.

 
Being Proactive to Recent Changes in Tax Compliance
Being Proactive to Recent Changes in Tax Compliance
Compliance in our tax environment is constantly changing and it's important to be current on these changes. From a practical perspective, we must understand any issues that arise in order to meet tax compliance requirements efficiently and effectively. This session will look at the evolving changes to the T1135 foreign reporting form, as well as actions taken by the investment community to assist with these changes and tax reporting in general. The session will also consider the new reporting for business internet activities and other income tax compliance issues, and it will help practitioners be proactive on changes.
 
British Columbia's PST: One Year Later
British Columbia's PST: One Year Later
Hear the latest on British Columbia's PST, straight from BC Finance, and Shawna Hansen as they provide balanced insight into what indirect tax professionals and the government has seen over the last year, and what to expect in the next 12 months.
 
Byrd & Chen’s Canadian Tax Principles – Professional Edition 2016

TAX GUIDANCE YOU CAN TRUST
Turn to this easy-to-understand guide when you need straightforward answers to common personal, corporate or GST/HST tax questions. Written for the non-tax specialist, Canadian Tax Principles is a reliable source for identifying the key issues in a tax problem and giving you the information you need to solve them.

Pre-order today and receive new content as soon as it is released!
Electronic versions available September 2016; print version ships in October.

 
Canada Revenue Agency Session
Canada Revenue Agency Session
Don't miss this exciting session by the Canada Revenue Agency, as they review numerous top of mind topics and recent changes impacting SMPs. From CRA's new approach to Small and Medium Enterprise Compliance and the innovative compliance treatments the CRA is undertaking, to a general overview of the Charities program at the CRA and how practitioners in Canada's SMP can work together towards common goals.
 
Capital gains 2015: A comprehensive review
Capital gains 2015: A comprehensive review
Online Course

Gain an extensive knowledge of the taxation of capital gains in Canada.
Gain the knowledge to distinguish between income and capital transactions and, once that is determined, to make all the calculations required to correctly report the capital gain. This course has been designed as a comprehensive review of the taxation of capital gains in Canada and is based on the Income Tax Act (ITA) as it stood on April 21, 2015.
 
Carbon Tax: Not Just a Puff of Smoke
Carbon Tax: Not Just a Puff of Smoke
In 2008, BC became the first jurisdiction in Canada to introduce a carbon tax. This session provides an overview of BC's carbon tax regime, by focusing on technical issues and deficiencies with the legislation, as well as recommendations made as part of the province's review. You will leave with a clearer understanding of the operation of this tax and the practical implications to their businesses.
 
Case Law Update
Case Law Update
This session examines current court cases and some areas of current CRA audit scrutiny and assessing practices broken down by various topics, including: tax avoidance and the general anti-avoidance rule, waivers of arrears interest, director's liability, income vs. capital, deductibility of business expenses, allocation of purchase price, collection of tax debts, valuation issues, administration and enforcement, and international and cross-border issues.
 
Case Law Update
Case Law Update
This session examines current court cases and some areas of current CRA audit scrutiny and assessing practices broken down by various topics, including: tax avoidance and the general anti-avoidance rule, waivers of arrears interest, director's liability, income vs. capital, deductibility of business expenses, allocation of purchase price, collection of tax debts, valuation issues, administration and enforcement, and international and cross-border issues.
 
Characterization Issues in the Resource Industry
Characterization Issues in the Resource Industry
This session will review the fundamental issues around the commodity tax implications of a transaction, and how they are significantly impacted depending on its nature; is the property real, tangible, intangible, or if it is a supply is it of a service, property or a combination thereof?
 
Cloud Computing: Indirect Tax Implications
Cloud Computing: Indirect Tax Implications
Learn about the groundbreaking implications of Cloud Computing and indirect taxation from Mark Worrall. Mark will introduce this revolutionary topic and help you understand what this new technology means to you and your businesses, while tackling the tough questions on how it impacts your sales tax systems.

This product was originally issued by a CPA Canada legacy body.

 
Commodity Tax Case Law Review
Commodity Tax Case Law Review
This presentation will highlight a selection of noteworthy GST/HST, provincial sales tax and other commodity tax jurisprudence from all levels of court decided between the 2012 Commodity Tax Symposium (October 1, 2012) and the summer of 2013. Participants will gain a better understanding of important recent commodity tax decisions as well as the practical implications and possible applications of such developments.
 
Controller Alert! – Potential New Risks from CRA
Controller Alert! – Potential New Risks from CRA
This session will explore a number of federal tax issues that could impact not only your employer but also the controller personally. Did you know a controller who does not do the tax return, can fall under the definition of a tax preparer for the purpose of the Preparer Penalty? Did you know CRA's audits of contract of/contract for situations and resultant penalties could affect your employment situation? Did you know there are situations in which a controller can be deemed to be a director and accordingly subject to a Director's Liability Assessment under both federal income tax and GST/HST personally? Attend this session and learn what is happening in this important area.
 
Corporate Finance  - Tax Considerations in Merger and Acquisition Transactions
Corporate Finance - Tax Considerations in Merger and Acquisition Transactions
Principles covered in Corporate Finance – Basic Taxation Principles are now applied in context of a merger and acquisition.

Designed for Chartered Accountants or corporate finance professionals who may have some general tax knowledge but who do not have specific tax experience in a corporate finance context. This course is a high-level review of some of the most common tax considerations that arise in typical corporate finance transactions. The course objective is to provide an overview of some basic tax principles so you understand relevant tax considerations and are in a better position to identify the need for specialized tax advice early in the transaction process.

By the end of this course you should be able to:
  • Understand advantages and disadvantages of an asset or share sale to both Purchaser and Vendor, and importance of modeling and planning to achieve the best result for both;
  • Understand considerations specific to the sale of private companies;
  • Understand some important acquisition planning techniques including the “bump”, exchangeable shares, debt-push down, earn-outs and non-competes; and
  • Understand key cross-border issues.

This product was originally issued by a CPA Canada legacy body.

 
Corporate Finance - Basic Taxation Principles
Corporate Finance - Basic Taxation Principles
Designed for Chartered Accountants or corporate finance professionals who may have some general tax knowledge but who do not have specific tax experience in a corporate finance context. This course is a high-level review of some of the most common tax considerations that arise in typical corporate finance transactions. The course objective is to provide an overview of some basic tax principles so you understand some of the relevant tax considerations and are in a better position to identify the need for specialized tax advice early in the transaction process. By the end of the course you should be able to:
  • Understand the basic tax differences between equity and debt financings;
  • Understand the tax benefits of hybrid financing; and
  • Understand common tax issues on inbound and outbound financings
The principles covered here are then applied in the course Corporate Finance – Tax Considerations in Merger and Acquisition Transactions.

This product was originally issued by a CPA Canada legacy body.

 
Corporate tax update 2015-2016
Corporate tax update 2015-2016
Webinar - On Demand

Stay informed on how to minimize Canadian corporate tax exposure with our online federal corporate tax update.

 
CPA Canada's National Conference for Business Transitions 2014
CPA Canada's National Conference for Business Transitions 2014
(en anglais seulement) Archive Event
Note: As this event is now over, information is for reference purposes only.

November 3-4, 2014
Renaissance Toronto Downtown Hotel, Toronto, ON
Two-day Conference including general and concurrent sessions • optional Workshop November 5

New for 2014! Whether retirement is on the doorstep, 25 years away or anything in between, every business owner or practitioner should have a plan – a strategy to transition to the next stage or to plan for unexpected life events. This Conference provides a comprehensive overview featuring industry leaders providing practical insights into: understanding the process, the choices, the critical success factors, the issues and failure risks – all with a view to begin to develop a successful roadmap to the transition.

 
CRA Administration, Mandatory E-filing Results and E-Services Update
CRA Administration, Mandatory E-filing Results and E-Services Update
Don't miss this exciting session with the Canada Revenue Agency, as they take the time to review numerous top of mind topics and recent changes impacting SMPs. From new electronic improvements, T1135s, e-filing results and penalties, and even a glimpse at the results of their red-tape reduction program, this will be a valuable session for all in attendance!
 
Cross Border Income Trusts
Cross Border Income Trusts
Income Trusts can avoid the application of the SIFT tax while allowing for the distribution of pre-tax income to investors, where the underlying assets of the Trust are located outside of Canada. This session reviews the GST/HST issues associated with setting up and operating such trusts and will provide a practical overview of the application of the FI and holding company rules.
 
Current audit issues
Current audit issues
Webinar - On Demand

Boost your knowledge of current audit issues under increased scrutiny by the Canada Revenue Agency (CRA).

 
Current Issues in Post-Mortem Planning
Current Issues in Post-Mortem Planning
Post mortem planning is a misnomer. It's really pre-mortem planning for post mortem implementation. Proper planning is integral in mitigating any exposure to double taxation on death. This session will address current issues in post-mortem tax planning. More specifically, it will cover a recent Federal Court of Appeal (the "FCA") decision and the impact of subsection 84(2) in the context of pipeline planning. In addition, this session will provide practitioners with various tax planning strategies that may be used to ensure that the overall taxes paid by the estate on a subsequent sale of shares of a corporation or the assets held in the corporation are minimized.
 
Customs and Trade Update
Customs and Trade Update
Many tax professionals advise that Canada customs will accept transfer pricing studies to confirm the customs value of imported goods. Join us for this enlightening session, where we’ll cover: Key differences between transfer pricing and customs valuation; Why transfer pricing studies can’t always protect multinationals from customs valuation assessments; Why the same income tax transfer price can’t always be used for customs purposes.
 
Delivery and Use in Canada
Delivery and Use in Canada
This presentation will examine the meaning of "delivery" and "use" in Canada. Such terms are relevant for determining whether particular supplies are, for GST/HST purposes, considered to be made in Canada and, if so, in a participating province. The terms are also used to determine whether supplies, including the provision of financial services, may be zero-rated under Schedule VI to the ETA.
 
Doing Business in Canada: An Update on Cross-Border Corporate and Personal Tax Compliance
Doing Business in Canada: An Update on Cross-Border Corporate and Personal Tax Compliance
Tax compliance for non-residents performing services in Canada continues to evolve. The CRA has recently updated their process for Regulation 102 personal tax withholding waiver applications, including the issuance of a new form applicable to certain treaty-based relief situations. In addition, the expanded permanent establishment (PE) rules introduced with the Fifth Protocol to the Canada-US Income Tax Treaty have been in place for more than a year now, allowing for some practical experience to surface. Companies with employees travelling to Canada should be mindful of the current state of cross-border tax compliance in order to effectively manage their business. Prerequisites:

This product was originally issued by a CPA Canada legacy body.

 
Domestic Inter-vivos Family Trusts – Fundamentals of Establishing and Using Them
Domestic Inter-vivos Family Trusts – Fundamentals of Establishing and Using Them
Canada Revenue Agency ("CRA") has recently announced that some of the Tax Services Offices ("TSO") in Mississauga, Hamilton Kitchener, London and Windsor are undertaking a special project to audit domestic inter-vivos trusts and that this initiative will most likely spread to other TSOs. In anticipation of the CRA initiative, this session looks at the proper elements required to establish a bona fide domestic inter-vivos trust as well as the fundamentals to using these trusts.

This product was originally issued by a CPA Canada legacy body.

 
Environmental Taxes and Levies
Environmental Taxes and Levies
This session provides an overview of the current Canadian environmental levy landscape. The session also focuses on, inter alia: (1) the specific technical issues/areas of concern; (2) the potential for overlap between the business and the indirect tax department; and (3) automation.
 
Estates and Trusts — 2015
Estates and Trusts — 2015
Online Course

This online course offers you an overview of the income tax implications of estates and trusts. It is limited to personal trusts and federal income tax. As the topic intertwines both trust law and tax law, the issues can be very complex. Estates and Trusts will enable you to become familiar with basic trust law concepts, to handle estate administration, and to prepare trust returns making the optimal decisions regarding income tax elections, and computation of tax payable.

As the subject matter involves a substantial amount of trust law not covered in this course, it is imperative that legal advice be sought whenever deemed prudent.

Most of the material covered in the course is contained in Subdivision k (sections 104–108) of the Income Tax Act. You should be familiar with the taxation of deceased persons in order to understand which items are taxed upon death and which are taxable in an estate or trust. While in some instances there are direct quotes from the Act, in general, the Act is paraphrased throughout the course. Direct quotes are in italics.

This course is based on the Income Tax Act as it stood at June 26, 2015, and includes any measures proposed by the April 21, 2015 Federal Budget. References may be made to proposed amendments when appropriate.

 
Everybody is Either Buying or Selling: Oil and Gas, M&A and Indirect Tax
Everybody is Either Buying or Selling: Oil and Gas, M&A and Indirect Tax
Jay will focus on the many complex indirect tax threads that arise during M&A's. Specific focus will be given to common oil and gas structures and the use of certain specific vehicles such as partnerships, joint ventures and trusts. The goal of the session will be to provide guidance on the relevant indirect tax issues and considerations that practitioners should understand, and address in these deals.
 
Family Trust Guide, The
Family Trust Guide, The

New edition now available!

The Family Trust Guide, 6th Edition is designed to introduce your clients to an important vehicle that can help them achieve their financial goals in both tax and estate planning — the family trust.

 
Get a Grip on U.S. Sales Taxes
Get a Grip on U.S. Sales Taxes
Scott will utilize his vast experience as a Partner in Grant Thornton's Houston office, to help Canadian businesses and practitioners understand the myriad of U.S. Sales and Use Tax obligations that are often triggered by entering (even temporarily) the U.S. He will discuss issues such as leasing of assets, expanding into the U.S., and what constitutes Nexus within a state. Furthermore, Scott will summarize the most recent changes to important legislation, and provide an update on relevant U.S. case law.

This product was originally issued by a CPA Canada legacy body.

 
Get Back On Your Own Side! Customs Issues and Continuous Transmission Commodities
Get Back On Your Own Side! Customs Issues and Continuous Transmission Commodities
This session provides an insightful look at the various customs disputes being faced by companies and how to deal with them. Daniel and a CBSA agent discuss customs issues, paying special attention to continuous transmission commodities and the potential changes to the D-Memo.
 
GST Update on Real Property and New Housing
GST Update on Real Property and New Housing
This session focuses on current issues including section 211 elections, rate of tax for real property services; bare trust and joint venture reporting issues; and basic tax content and other issues in BC.
 
GST/HST — 2015
GST/HST — 2015
Online Course

Acquire a broad overview of GST/HST-related topics, including useful tips and common traps. The goal of this course is to provide you with a broad overview of GST/HST-related topics in a manner that is easy to read, highlighting useful tips and common traps. The 13 modules are presented in an ordered sequence to allow you to build your knowledge, starting with the basics and moving toward more complex subjects.

The time to complete each module will depend on your interest in a particular topic and the time you take to contemplate the material and apply it to personal industry experiences.

 
GST/HST issues for charities
GST/HST issues for charities
Flipped Webinar - On Demand

In this webinar, Diane Gaudon, FCPA, FCGA, will provide an overview of the general and special rules that apply to charities, as well as the general GST/HST issues.

 
GST/HST overview: Test your knowledge
GST/HST overview: Test your knowledge
Case Study Webinar - On Demand

Learn how to apply GST/HST rules to a variety of typical business situations with our practical case study webinar.

 
GST/HST place of supply rules, part 1: Focus on GST
GST/HST place of supply rules, part 1: Focus on GST

Flipped Webinar - On Demand

Place of supply rules determine the GST or HST tax rate applicable on sales across Canadian provinces, and can sometimes be unclear or ambiguous. Learn to understand, interpret and apply the correct GST tax rate.

 
GST/HST place of supply rules, part 2: Focus on HST
GST/HST place of supply rules, part 2: Focus on HST

Flipped On-demand Webinar

Learn to understand, interpret and apply the correct HST tax rate in the second of our two-part webinar series on Canadian place of supply rules.

 
GST/HST recovery part 1: General recovery rules
GST/HST recovery part 1: General recovery rules
Webinar - On Demand

Learn the basics on GST/HST recovery rules to help your clients maximize tax recovery and reduce exposures.

 
GST/HST recovery part 2: Restricted recoveries
GST/HST recovery part 2: Restricted recoveries
Webinar - On Demand

Receive essential knowledge in the area of restricted recoveries of Canadian sales taxes.

 
GST/HST/QST and PST cross-border issues
GST/HST/QST and PST cross-border issues
Flipped Webinar - On Demand

Discover the many import and export issues challenging Canadian organizations doing business with non-residents.

 
Here We Go Again: Revisiting Financial Services, JVs, and Nominee/Bare Trusts
Here We Go Again: Revisiting Financial Services, JVs, and Nominee/Bare Trusts
Join Neil as he covers the fascinating and complex area of financial services, joint ventures and nominee/bare trusts. His ability to clearly articulate and summarize the key issues, and practical solutions in these areas will be of great benefit to all those who attend.
 
Income tax for personal services businesses (PSBs)
Income tax for personal services businesses (PSBs)
Flipped Webinar - On Demand

More individuals and sole proprietors in Canada are choosing to incorporate. Find out if your newly formed corporation qualifies as a PSB and how that can impact your tax situation.

 
Income taxes and the CCPC 2015
Income taxes and the CCPC 2015
Online Course

Our in-depth course will help you plan the most tax-efficient approach for Canadian-controlled private corporations (CCPCs).

For CCPCs, the main concern for tax planning is determining how owners are taxed on income first earned by the corporation and subsequently distributed to shareholders. Our course covers the basics about income tax provisions for CCPCs. Learn about typical tax incentives and their limitations so you can plan the best approach to minimize overall tax burden.

 
Income Taxes at Death — 2015
Income Taxes at Death — 2015
Online Course

Learn how to complete the income tax returns of a deceased taxpayer and minimize income taxes.

The subject of income taxes at death is complex, crossing multiple divisions and subdivisions of the Income Tax Act (ITA). This webinar will help you gain sufficient knowledge to complete the income tax returns of a deceased taxpayer under the Income Tax Act, R.S.C. 1985, c.1 (5th supp.).

 
Indirect Tax and Technology Systems
Indirect Tax and Technology Systems
The shifting Canadian indirect tax and global (VAT/ GST) landscape in the form of increasing indirect tax rates, legislative change and growing scrutiny by taxing authorities brings with it added risks. Many organizations are under pressure to reduce costs, streamline processes, automate activities and have higher levels of internal control. Join Iain as he discusses how businesses are can practically leverage their ERP systems and available tax technologies to support their indirect tax management and reporting needs.
 
Indirect Tax Case Law and Jurisprudence Update
Indirect Tax Case Law and Jurisprudence Update
Kim and a DOJ representative dive into the most relevant developments in commodity tax jurisprudence at both the Federal and Provincial levels. Attendees gain insight into the practical application of the court decisions and a better understanding of their significance.
 
ITCs and Holding Companies – An Unexpected Expense
ITCs and Holding Companies – An Unexpected Expense
The CRA have said that input tax credits (ITCs) are the #1 audit issue. For many companies the issue involves assessments of ITCs claimed on professional fees charged to holding companies within a corporate group. These assessments are often unexpected which may be because CRA’s views are not consistent with either the courts or the stated tax policy- and getting a refund is never easy! This session will review section 186 of the Excise Tax Act in some detail including related jurisprudence, administrative policy, practical issues and possible solutions.
 
Keynote Address: America's Ongoing Battle for Tax Reform
Keynote Address: America's Ongoing Battle for Tax Reform
This exciting and insightful day two keynote address will dive into the tax reforms being contemplated by Canada's largest trading partner - the United States of America. As they confront a long-term fiscal imbalance, they must reform corporate and international taxation, reduce tax expenditures and consider new sources of revenue such as a VAT or carbon tax. This session will look at these options given the current political landscape, as Canada keeps a close eye on what's happening south of the border.
 
Looking South - Tips and Traps for Canadians buying US Real Property
Looking South - Tips and Traps for Canadians buying US Real Property
Many Canadians have or are looking to make real estate investments in the United States. For non-residents of the United States, owning US real property carries with it an exposure to US tax that Canadian investors may not be aware of. This session deals with the US income tax implications associated with holding US property, including taxes on sale, taxes that arise if the property is rented, and the tax issues that arise if the property is held at death.

This product was originally issued by a CPA Canada legacy body.

 
Managing the Dreaded CRA Audit
Managing the Dreaded CRA Audit
Tax risk management is becoming crucial given the recent increase in CRA audit activity. Learn about why clients are selected for tax audit, the different types of CRA audit reviews as well as current trends in tax audit and how it can affect your clients. The session will discuss how to manage the audit from the start and negotiate the outcomes. We will examine the audit life cycle starting from pre-audit prevention to post audit resolution and touch upon objections, voluntary disclosures and taxpayer relief requests.
 
Mapping Canadian Audit Issues
Mapping Canadian Audit Issues
This session will deal with audit issues being focused on throughout the different regions of Canada. Each of the three panelists will identify the audit issues that dominated the scene in 2012 and 2013 in its region, and how firms/clients dealt with it. Panelists will add comments and insights into the actions and/or settlements that took place or are ongoing.
 
Overview of Canadian Tax and Law — 2015
Overview of Canadian Tax and Law — 2015
Online Course

Learn the basics of Canada’s tax system and commercial legal system.

If you are providing guidance to clients on income tax matters, Canada’s tax and legal systems have touch points you need to keep in mind.

This course provides an overview of both systems. The tax portion of the course explains the objectives and the structure of the Canadian tax system, outlining sources of income, allowable deductions and the general scheme for determining income for tax purposes.

The law portion of the course will bring you up to speed on the tools and concepts lawyers use in commercial transactions. After an introduction to how Canada’s commercial legal system works, the course takes a deeper dive into the topic of contract law and looks at special forms of contracts.

 
Overview of Ireland Tax and Law — 2013
Overview of Ireland Tax and Law — 2013
Online Course

Learn the principles of the taxation and legal systems in Ireland.

This course provides a brief introduction to Irish taxation and a broad overview of the principal areas of Irish law that are likely to concern you as an accountant.

The tax portion of the course has seven modules and takes you through the basic principles of main direct taxes, such as:

  • income tax
  • value-added tax (VAT)
  • corporation tax
  • capital gains tax
  • capital acquisitions tax (CAT)

The law portion of this course contains five modules and gives you a basic understanding and awareness of issues where you would be advised to seek professional legal advice.

 
Overview of UK Tax and Law — 2015
Overview of UK Tax and Law — 2015
Online Course

Get up to speed on the U.K. taxation system and the principal areas of English law with our informative course.

If you need to learn about the U.K. taxation system and English law, this course will give you a basic working knowledge in both.

The tax portion of the course explains different types of income, how income taxes are calculated and how taxes are calculated for a resident and a non-U.K. resident.

The law portion of the course provides an overview of English law, its various sources and the court system in which legal disputes are determined.

 
Partnership tax issues — 2015
Partnership tax issues — 2015
Online Course

Learn the basics on tax planning for partnerships with our practical self-study course. Partnerships present unique circumstances for tax planning purposes. This course covers the opportunities and challenges you will encounter when applying the tax rules governing partnerships. It also provides essential knowledge on relevant sources for interpretation and compliance requirements.
 
Personal Service Business
Personal Service Business
In today's fast-paced business environment, a worker's status as an independent contractor or employee continues to be important to both the individual concerned and the entity to which those services are provided. There are many professionals, executives, trades people and others taking the position that they are independent contractors. This session looks into the various aspects of determining a worker's status including certain tests used by the CRA, recent case law and an analysis of the personal services business rules. In addition this session will look at professional incorporations in general and how services provided by professionals may be caught by the PSB rules.
 
Personal tax update 2015/16
Personal tax update 2015/16
Webinar - On Demand

Find out what you need to know about 2015/2016 updates to personal federal income tax.

 
Preparing for CRA in Today's World
Preparing for CRA in Today's World
Taxpayers are noticing an increased level of tax authority review and more aggressive assessments. The Canada Revenue Agency (CRA) and provincial tax authorities appears to be challenging more tax filing positions than in the past and are pushing more situations into reassessment. This session provides an overview of some of the current tax practice risk areas and what it means for taxpayers; the CRA’s new approach to selecting files to audit; and ways taxpayers can manage their relationship with the CRA to achieve greater tax certainty.

This product was originally issued by a CPA Canada legacy body.

 
Principal residence exemption: Learn to analyze and determine
Principal residence exemption: Learn to analyze and determine
Flipped Webinar - On Demand

Explore the criteria for both qualifying and claiming the principal residence exemption and what should be filed when claiming it.

 
Professional Accountant's Reference Service (PARS) - Members
Professional Accountant's Reference Service (PARS) - Members
Includes: The complete CPA Canada Standards and Guidance Collection, Federal Income Tax Collection Lite, and EY's Complete Guide to GST/HST.
 
Professional Accountant's Reference Service (PARS) - Non-members
Professional Accountant's Reference Service (PARS) - Non-members
Includes: CPA Canada Handbook – Accounting and Assurance, Federal Income Tax Collection Lite, and EY's Complete Guide to GST/HST.
 
Professional Accountant's Reference Service Plus (PARS Plus) - Members
Professional Accountant's Reference Service Plus (PARS Plus) - Members
Includes: The complete CPA Canada Standards and Guidance Collection, Federal Income Tax Collection Plus, EY'S Complete Guide to GST/HST, and Knotia Federal Income Tax News.
 
Professional Accountant's Reference Service Plus (PARS Plus) - Non-members Combined
Professional Accountant's Reference Service Plus (PARS Plus) - Non-members Combined
Includes: CPA Canada Handbook – Accounting and Assurance, Federal Income Tax Collection Plus, EY's Complete Guide to GST/HST, and Knotia Federal Income Tax News.
 
Purchase and sale of a business 2015
Purchase and sale of a business 2015
Online Course

Learn about the income tax aspects of the purchase and sale of a business from both the buyer’s and seller’s points of view. Both asset transactions and share transactions are covered.

The purchase and sale of a business can be approached from many different points of view. When clients approach you to assist in the acquisition or sale of a business, many issues arise, such as:

  • How is the business valued?
  • How will the transaction be financed?
  • What accounting issues are raised?
  • What are the tax considerations?

Many professional advisers will have roles in the purchase and sale transaction. The role of an accountant is much broader than just advising on tax considerations.

 
Q&A on British Columbia's PST
Q&A on British Columbia's PST
BC's Ministry of Finance representative Jordan Goss will discuss many of the key issues companies are facing relating to the reimplementation of BC Provincial Sales Tax ("BC PST"). This session will take a practical approach to areas such as registration, related services, real property contractors, process around issuing and accepting purchase exemption and discussion about recent court cases and whether the Ministry of Finance will be altering its audit or administrative positions relating to these particular cases.
 
Recent Developments in Privilege and Client Confidentiality of Tax Advice
Recent Developments in Privilege and Client Confidentiality of Tax Advice
This session will describe to you the state of privilege as it affects accountants in Canada, as well as some of our major trading partners. Gabe and Craig will describe the current state of the law as it exists here, and what you should know about the potential scope of CRA's powers as they apply to tax work done by accountants. Finally you will find out what modifications CPA Canada is proposing to client privilege/confidentiality for the benefit of the taxpayer and our self-assessing tax system.
 
Scientific Research and Experimental Development 2016
Scientific Research and Experimental Development 2016
Tax Blended Learning Courses

(en anglais seulement) Archive Event
Note: As this event is now over, information is for reference purposes only.

Elearning modules - available now
Classroom session – February 29, 2016 (attend in person in Toronto or virtually)

This course provides an introduction to the Scientific Research and Experimental Development ("SR&ED") program in Canada. It provides an overview of the key benefits available to taxpayers under federal and provincial SR&ED programs, the types of eligible expenditures, and reviews the compliance requirements to make the SR&ED claim.

This course uses a blended learning approach, with two key components: elearning modules followed by a classroom session that can be attended in person or virtually. The elearning materials cover the basic concepts of the topic. In the classroom session (in-person or virtual) you will work through case studies, applying the concepts covered in the elearning.

 
Scientific Research and Experimental Development Symposium 2016
Scientific Research and Experimental Development Symposium 2016
(en anglais seulement)
Note: As this event is now over, information is for reference purposes only.

March 3-4, 2016
Metro Toronto Convention Centre (North Building), Toronto, ON

Join CPA Canada for its second annual Scientific Research & Experimental Development ("SR&ED") Symposium! Delivering an incredible opportunity to network and learn from practitioners, CRA staff, and industry professionals, this event will include a blend of technical and financial/accounting sessions, with updates, analysis and very current interpretations from practitioners and government. This rich mix will offer exceptional value for both specialists and generalists while featuring panel discussions and debates with some of the field’s leading experts.

Presented in cooperation with the APFF, who will be offering a similar presentation in French
Symposium RS & DE – February 21-23, 2016, Esterel Resort, QC http://www.apff.org/fr/colloques-et-symposiums.aspx

 
Section 85: Property transfers to a corporation 2015
Section 85: Property transfers to a corporation 2015
Online Course

Our practical course provides you with strong working knowledge of tax issues and solutions for applying Section 85 Property Transfers to a Corporation.

Section 85 of the Income Tax Act permits tax-free transfer of property to a corporation, as long as specific rules are followed. Our course provides you with working proficiency in both the technical and conceptual perspectives of Section 85 rollovers. Emphasis is placed on common tax situations and circumstances facing Canadian small business corporations and resident individuals.

 
Special Session Set: Master the Capital Dividend Account and its Planning Potential
Special Session Set: Master the Capital Dividend Account and its Planning Potential
The CRA has moved towards greater centralization of its processing of CDA elections. It has become increasingly important to exercise care when preparing elections in order to properly manage tax practice risk and avoid excessive elections. This session focuses on the following aspects of the capital dividend account and related planning:
• misconceptions relating to the calculation of the CDA
• common errors and traps when computing the CDA balance
• practical problems and solutions in "capturing" the CDA balance
• utilizing resources available from CRA
• understanding CRA's current practices when processing CDA elections
• planning techniques using the CDA: going beyond a simple dividend declaration
• preparing the CDA election and documentation requirements
• late filing penalties and dealing with excessive elections
• CDA anti-avoidance rules
• Understanding CRA's current practices when process CDA elections

This product was originally issued by a CPA Canada legacy body.

 
Specialized HST/GST Course: Real Property
Specialized HST/GST Course: Real Property
Online Course

This elearning course is a must for professionals dealing with real property. It dives into the thick of HST/GST rules for both commercial and residential property.

 
SR&ED Incentives and Credits Across Canada
SR&ED Incentives and Credits Across Canada
The Scientific Research & Experimental Development (SR&ED) program administered by the Canada Revenue Agency and the Provincial revenue agencies is one of the few areas where government funding can be readily accessible for your clients. It is a program which is greatly under utilized by Canadian taxpayers and if properly tapped into can provide much needed support for new or growing business. This session is intended to provide an understanding of what clients may be able to access the SR&ED program and provide you as an advisor the tools which allows you to assist them through the SR&ED process.

This product was originally issued by a CPA Canada legacy body.

 
Statuatory Interpretation: Lessons Learned from Loading
Statuatory Interpretation: Lessons Learned from Loading
This session and technical paper will discuss the modern principles of statutory interpretation in Canada and their application to tax statutes. This will include a review of the Supreme Court of Canada's most recent jurisprudence on this topic as well as a full discussion of the textual, contextual, and purposive analysis of tax statutes. Finally, as a practical example, this session will use as an example the new legislation requiring financial institutions to self-assess GST/HST and the concept of "loading" and its meaning. By the end of this session, attendees will have a clear understanding as to how to use text, context, and purpose to interpret tax legislation.
 
Succession Planning
Succession Planning
This presentation includes a discussion of the various estate freezing techniques and tips and traps associated therewith. And, in this regard, the presentation reviews the deemed dividend provisions of section 84.1 and subsection 84(3) as well as the corporate attribution rules.

Accessing the capital gains exemption is an ongoing challenge. The rules will be reviewed in detail.

Survivorship agreements are essential to proper succession planning. This can be a complex area from a tax viewpoint. Tips for proper structuring are presented.

Life insurance is often an integral part of a succession plan. Discussed are the different philosophies regarding how much should be acquired and, also, how it should be held.
 
Tax consequences of immediate business succession
Tax consequences of immediate business succession
Online Course

Business succession simply refers to passing the ownership of a business from one set of hands to another. This course deals with the short-term, that is, the immediate or near-immediate sale of the business (assets) or the business interest (shares in a corporation) where the disposal occurs in a single transaction or a group of transactions.

This course has been approved by the Financial Planning Standards Council.

 
Tax Controversy Matters: Client Perspectives and Advisor Insights
Tax Controversy Matters: Client Perspectives and Advisor Insights
This session will provide a practical overview of the tax dispute resolution and litigation process, and will focus on client perspectives at each stage of that process. It will also share advisor insights on the most effective way of responding to audits, information requests and assessments. Finally, the panelists will review litigation procedures that can be used to facilitate early settlement.
 
Tax Developments - Year in Review
Tax Developments - Year in Review
Each year, Canada sees major changes occurring within the world of income tax. Join Eddy Burello as he walks you through the hottest and most contested tax topics that every accounting and tax professional must be aware of. From recent changes in the Federal Budget, to the latest issues practitioners are dealing with every day, this session will provide insights and analysis on each, while providing practical solutions to all those in attendance.
 
Tax Developments - Year in Review
Tax Developments - Year in Review
This fast-paced session will review relevant legislative and administrative changes that have occurred in the last year that affect SMPs and their clients including the many tax amendments included in the 2014 Federal Budget.
 
Tax for the Non-Tax Professional Accountant – An Overview of Current Developments
Tax for the Non-Tax Professional Accountant – An Overview of Current Developments
This session will highlight a number of recent developments and hot topics relating to income taxes, indirect taxes, and accounting for income taxes under ASPE/IFRS. Many of these hot topics can result in significant tax exposures for businesses and are often the focus of an audit.
 
Tax Implications for Taxpayers with disabilities
Tax Implications for Taxpayers with disabilities
Statistics Canada estimates that approximately 14% of the population of the country report having a disability including not only the elderly but also a large percentage of young people. Caring for a disabled family member is challenging and can place not only emotional but also financial burdens on other family members. There are both provincial and federal initiatives to reduce the financial burdens including the Ontario Disability Support Program in Ontario (and similar plans in other provinces) and the Disability tax credit, RRSP and RRIF rollovers and Registered disability savings plans at the federal level. This session will focus on the tax aspects of planning for family members with disabilities as well as certain non-tax considerations.
 
Tax Implications of the Next Gen Transition
Tax Implications of the Next Gen Transition
Tax planning is a significant consideration when planning for the sale or transition of a business to the next generation. This session will explore various tax planning concepts and considerations to minimize tax including: examining business succession alternatives and the tax considerations surrounding each alternative; preparing the business for sale and tax structures to implement as part of your planning, such as holding companies and family trust structures; and reviewing the most common tips and traps in tax planning for transfer to the Next Gen.

This product was originally issued by a CPA Canada legacy body.

 
Tax planning for business succession — 2015
Tax planning for business succession — 2015
Online Course

Learn about a variety of structures your clients can use in long-term tax planning to ensure an effective transfer of business interest. Many small businesses seek to change ownership in the future and need advice about how to minimize the tax implications with careful planning. Our course provides a comprehensive overview of the tax implications arising from a number of different structures your clients can use to achieve their objectives.
 
Tax Planning for the Owner Manager (Rates, Remuneration)
Tax Planning for the Owner Manager (Rates, Remuneration)
This session provides the latest update information to advisors to owner-managed Canadian-controlled private corporations, both large and small. The general areas of coverage includes income tax rate updates, tax rate integration planning and illustrations, court cases and CRA interpretive positions to have come out in past year affecting remuneration techniques and general issues on family member employees/shareholder benefits.

This product was originally issued by a CPA Canada legacy body.

 
Tax Planning Using Family Trusts, Fourth Edition
Tax Planning Using Family Trusts, Fourth Edition

Order today!

Both a self-study program and comprehensive information resource, Tax Planning Using Family Trusts is designed to help accountants and other professionals involved with trusts by presenting the concepts behind the taxation of trusts in Canada and demonstrating their uses in tax planning through discussion as well as methodology.

 
Tax Practice Manual, Second Edition (TAXPRAC)
Tax Practice Manual, Second Edition (TAXPRAC)

Minimize risk and maximize your tax practice effectiveness at tax time and all year round
Refocused to address risk management issues faced by tax practices, Tax Practice Manual is the essential guide to building and maintaining a successful tax practice in Canada today. Its 22 comprehensive chapters provide expert guidance and time-saving practice aids — helping you to minimize risk, maximize productivity and elevate your bottom line.

This product was originally issued by a CPA Canada legacy body.

 
Tax Practice Operations and Risk Management – Best Practices
Tax Practice Operations and Risk Management – Best Practices
The session helps practitioners effectively and efficiently complete tax engagements by highlighting useful tools and best practices that minimize risk of error. It also helps practitioners protect themselves by reviewing common missteps that can give rise to claims against them. The session illustrates alternatives to these ineffective and risky strategies that can help you achieve the desired result without the risk of adverse tax consequences.

This product was originally issued by a CPA Canada legacy body.

 
Tax Technology Systems – Is Yours Doing What You Want It To?
Tax Technology Systems – Is Yours Doing What You Want It To?
Raminder is joined by an industry professional who discusses their most significant challenges and solutions relating to sales tax process and technology. The session is also devoted to discussing how the synergies between Indirect Tax procedures and IT systems can be leveraged to create best practices for the processing, recording and reporting of common sales tax transactions, while creating process efficiencies, and discuss the different types of tax software technologies available.
 
Taxable Benefits and GST/HST/QST/PST Implications
Taxable Benefits and GST/HST/QST/PST Implications
Webinar - On Demand

Learn GST/HST, QST, and PST issues as they relate to employee taxable benefits, as well as an employer's obligation to pay sales tax on numerous taxable benefits.

 
Taxation of Trusts: Complex Topics, Part 1
Taxation of Trusts: Complex Topics, Part 1
Webinar - On Demand

Gain an understanding of trust fundamentals and basic taxation of trusts.

 
Taxation of Trusts: Complex Topics, Part 2
Taxation of Trusts: Complex Topics, Part 2
Webinar - On Demand

In this webinar, you will learn about the end of the trust, specifically, the 21-year deemed disposition rule.

 
Taxation planning for owner/managers of incorporated business: Part 1
Taxation planning for owner/managers of incorporated business: Part 1
Webinar - On Demand

This two-part series focuses on the tax advantages and potential traps and pitfalls of incorporating a business.

 
Taxation planning for owner/managers of incorporated business: Part 2
Taxation planning for owner/managers of incorporated business: Part 2
Webinar - On Demand

Join Rick Wong and Kim Ho in the second webcast of this two-part series, where they will discuss planning opportunities and traps to be aware of after a business has been incorporated.

 
Taxpayer Bill of Rights, and the CRA Audit Manual
Taxpayer Bill of Rights, and the CRA Audit Manual
This session reviews the legislative and administrative parameters provided to the CRA for fulfilling their mandate of administering the income tax act. The session will look at the taxpayers bill of rights and review how it integrates with the income tax act and the CRA audit manual. It will also include commentary from an experienced tax professional with regards to actual audit experiences with CRA.
 
The compliance life cycle: NFPOs and registered charities
The compliance life cycle: NFPOs and registered charities

Webinar - On Demand

Follow the life cycle of a not-for-profit or charity organization from start to finish, and learn how to connect its mission to successful implementation strategies that comply with relevant regulation and legislation.

 
The Hottest Topics in GST/HST
The Hottest Topics in GST/HST
Join Robert as he discusses the hottest topics in GST/HST over the past year! This session covers several topics, each aimed to give GST/HST professionals an up-to-date view of the indirect tax landscape and of key issues that may be top of mind for you, or your clients.
 
The One National Conference 2016
 

Jointly presented by CPA Canada and CPA British Columbia in 2016, The One is the must-attend, multi-track event of the year.

September 19-20, 2016
(optional workshops September 21)
Vancouver Convention Centre, Vancouver, BC

Chartered Professional Accountants of Canada (CPA Canada)’s The ONE National Conference is designed for all CPAs who want to be at the top of their game. CPA Canada and CPA British Columbia are proud to present this year’s event. Connect with the top professionals in your field and customize your own professional development experience.

IN ONE MULTI-TRACK EVENT, YOU WILL:

  • tailor your experience with four interactive streams that include in-depth learning on leadership, financial reporting and accounting, management accounting and finance, and taxation
  • hear thought-provoking keynote addresses from today’s industry leaders
  • have access to incredible networking opportunities with other CPAs from across Canada
  • be able to earn more CPD hours with stream-specific post-conference workshops and much more

CPD hours

Conference - 14 CPD hours
Optional Workshop - 3 CPD hours

 
Timing is Everything: ETA, Statuatory and Common Law Mechanisms to Grant Extensions
Timing is Everything: ETA, Statuatory and Common Law Mechanisms to Grant Extensions
Professional advisors are occasionally faced with situations where the time limit to claim a refund or rebate, or to appeal an assessment or administrative decision has potentially expired. This session will explore the key time limits under the Excise Tax Act and look at various statutory and common law mechanisms that provide potential solutions when the applicable time limit has expired. The session will also explore the relevant administrative policy that is applicable to granting extensions. When you leave the session you will know whether you are really out of time or whether there is a potential option that could provide relief.
 
Timing is Everything: ETA, Statutory and Common Law Mechanisms to Grant Extensions
Timing is Everything: ETA, Statutory and Common Law Mechanisms to Grant Extensions
This session explores the key time limits under the Excise Tax Act and looks at various statutory and common law mechanisms that provide potential solutions when the applicable time limit has expired. This session will also explore the relevant administrative policy that is applicable to granting extensions.
 
Top 10 Ways to Grow Your Business
Top 10 Ways to Grow Your Business
This exciting session will host Malcolm D'Souza who will present the most common errors made by small and mid-sized accounting firms providing tax services, while Denis St-Pierre will show you how to leverage this information to grow your own practice and protect yourself from making the same mistakes as others. Over 50% of all claims advanced against small and mid-size accounting firms arise from tax. Learn about what areas of tax cause the most claims and some war stories on accountant's claims. You will also receive practical risk management tips on how to equip your practice to prevent claims and defend any claims that do arise.
 
Topics in Purchase and Sale of a Business
Topics in Purchase and Sale of a Business
Among the many topics of interest to practitioners involved in the purchase and/or sale transaction are S.55 considerations, planning for the share sale or asset sale, earnouts and non-competition payments. Here these topics and others including capital gain considerations in this session on purchase and sale concepts.

This product was originally issued by a CPA Canada legacy body.

 
Transfer Pricing Market Brief
Transfer Pricing Market Brief
(en anglais seulement) Archive Event
Note: As this event is now over, information is for reference purposes only.

March 26, 2014
63rd Floor - First Canadian Place, Toronto, ON
4:30 - 6:00 p.m.
Networking reception to follow.

Or register for the Transfer Pricing Market Brief - Live Video Webinar

Join our panel of transfer pricing experts as they dive into the latest developments in the field, how they will impact your business, and what to expect in the coming year. This exciting panel will feature perspectives from the Tax Court of Canada, plus leading insights from the accounting and legal worlds. Confirmed panelists include: The Honourable Justice Frank Pizzitelli (Tax Court), Al Meghji (Osler), Thomas Akin (McCarthy), Elizabeth Chasson (Department of Justice) and Andrew McCrodan (PwC).

 
Transfer Pricing Market Brief – Live Video Webinar
Transfer Pricing Market Brief – Live Video Webinar
(en anglais seulement) Archive Event
Note: As this event is now over, information is for reference purposes only.

March 26, 2014
4:30 - 6:00 p.m. ET (Toronto time)

Or attend Transfer Pricing Market Brief in-person

Join our live webinar panel of transfer pricing experts as they dive into the latest developments in the field, how they will impact your business, and what to expect in the coming year. This exciting panel will feature perspectives from the Tax Court of Canada, plus leading insights from the accounting and legal worlds. Confirmed panelists include: The Honourable Justice Frank Pizzitelli (Tax Court), Al Meghji (Osler), Thomas Akin (McCarthy), Elizabeth Chasson (Department of Justice) and Andrew McCrodan (PwC).

 
Trust Defence: A Practical Approach to CRA Audits
Trust Defence: A Practical Approach to CRA Audits
Trusts can be a valuable and flexible tool for tax and estate planning but the nature of the relationship must be respected. Failure to do so can result in tax issues and legal complications running from: an invalidly constituted trust, attribution problems, control and residency issues, amounts paid or payable, management fees, the spectre of s.75(2), and the "sham trust."
CRA has displayed increasing interest in such trust technicalities. This session provides a practical overview of the above with specific discussion of structuring considerations and traps to avoid.

This product was originally issued by a CPA Canada legacy body.

 
Trusts - The More Things Change, the More They Stay the Same
Trusts - The More Things Change, the More They Stay the Same
Historically trusts have been a much used but not fully understood holding structure. This presentation will review the most relevant income tax provisions that apply to trusts, where planners make mistakes and how to avoid them as well as an update on the case law relating to 75(2), rectification and legislative changes to testamentary trusts and the 5 year immigration trust
 
U.S. Citizen Non-Compliance: The Canadian Resident Conundrum
U.S. Citizen Non-Compliance: The Canadian Resident Conundrum
As a result of the UBS and Liechtenstein Global Trust scandals involving U.S.-based taxpayers, Congress has significantly increased the compliance burden for Canadian resident U.S. taxpayers with offshore investment vehicles. While these rules may be targeted at U.S.-based tax evaders, many innocent filers have been caught up in these rules. This session discusses the options available to U.S. taxpayers who are not compliant and what they need to do on a go-forward basis. The session also discusses selected areas where U.S. taxpayers may have unintended results because of the utilization of Canadian planning vehicles such as TFSAs and RESPs.

This product was originally issued by a CPA Canada legacy body.

 
U.S. Corporate Tax for Canadian Advisors
U.S. Corporate Tax for Canadian Advisors
Advising mid-market clients in regards to U.S. corporate taxation is an exercise in balancing risk. The session will highlight the Federal and State taxation of Canadian Corporation's U.S. activities with a specific focus on managing risk.

Specific areas to be covered including:
- threshold for federal taxation
- threshold for state income taxation
- mitigation strategies
- structuring alternatives
 
U.S. Sales and Use, Property and Ad Valorem Tax
U.S. Sales and Use, Property and Ad Valorem Tax
Brush up on your U.S. SALT, Property and Ad Valorem Tax issues and solutions, as Sam and Scott join us from Houston to explain the most important concepts that Canadian businesses need to understand.
 
U.S. Tax for the Canadian Tax Practitioner 2016
U.S. Tax for the Canadian Tax Practitioner 2016
Tax Blended Learning Courses
(en anglais seulement) Archive Event
Note: As this event is now over, information is for reference purposes only.

Elearning modules - available now
Classroom session – February 26, 2016 (attend in person in Toronto or virtually)

This course is geared for the Canadian practitioner who would like a better understanding of the U.S. Corporate and Individual Taxation system. It will provide an introduction to key concepts and highlight critical U.S. tax issues Canadian practitioners need to be aware of when dealing with client transactions south of our border.

This course uses a blended learning approach, with two key components: elearning modules followed by a classroom session that can be attended in person or virtually. The elearning materials cover the basic concepts of the topic. In the classroom session (in-person or virtual) you will work through case studies, applying the concepts covered in the elearning.

 
U.S. Tax Update: Cross-Border Concepts for Individuals
U.S. Tax Update: Cross-Border Concepts for Individuals
The specific areas covered in this session include:

U.S. Residency:
who is a US person, tax obligations of U.S. people, U.S. citizens resident of Canada subject to NIIT, closer connections, Canadians who are > 183 days in the U.S.

Investing in U.S. real estate - brief overview:
tax compliance (e.g. file 1040NR & state tax return) - i. personal use property, ii. vacation home, iii. rental property; estate tax considerations; FIRPTA; other structures to hold real property

Expatriating from the U.S.:
immigration considerations/ steps, required tax filings, other considerations
 
U.S.-Canada tax treaty for businesses
U.S.-Canada tax treaty for businesses
Webinar - On Demand

Discover effective planning strategies to help minimize the amount of tax payable on cross-border business income

 
U.S.-Canada tax treaty for individuals
U.S.-Canada tax treaty for individuals
Webinar - On Demand

Learn key strategies to minimize the amount of U.S. tax individuals must pay when conducting cross-border business activities.

 
Valuation Issues with a Chartered Business Valuator
Valuation Issues with a Chartered Business Valuator
Issues involved in valuation methodologies (i.e. rules of thumb, public company comparables, multiples of EBITDA), valuation conclusions (i.e. tests of reasonableness, implied goodwill and intangibles, market comparables), minority discounts, foregone tax shield, thin-voting shares, discounted corporate income taxes and refundable income taxes.

This product was originally issued by a CPA Canada legacy body.

 
What Journal Entries Can't Fix
What Journal Entries Can't Fix
Accounting is based on journal entries; however taxation is based on law and statute. This session discusses common and not so common pitfalls accountants may run into in an owner-manager public practice with a particular emphasis by having an over-reliance on journal entries to implement or correct tax-driven transactions. Each situation shall be introduced and the negative tax implication explained. The recommended approach will then be discussed. This session shall be in a roundtable format with open discussion from 2 senior tax practitioners.
 

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