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Centennial 2010
  • Location:


Level: Introductory
Competency: Taxation
Seminar Code: 00099
Format: Two Day
CPD Hours: 14
Availability: This seminar occurs in the past. To view other offerings of this seminar, go to "Additional Offerings"

Register before Nov 27, 2017 and pay the early fee!
Date: Monday, Dec 11, 2017
Time: 8:30 AM-4:00 PM
Location: Delta Edmonton South
4404 Gateway Boulevard
Edmonton, Alberta
Meeting Room: Diamond/Emerald
Fee Options: Tickets Required: N/A
(Passport Tickets can only by used 14 days prior to seminar start date)
Fee Required: $1,025.00 - Early Member
$1,025.00 - Early Non-Member
$1,105.00 - Regular Member
$1,105.00 - Regular Non-Member
Seminar Description: Formerly Known As: Income Tax Planning Refresher for Personal Tax

This two-day refresher seminar in personal tax is designed for those who desire to update and refresh their knowledge in both technical and tax planning issues for individuals, trusts and partnerships. Although the taxation for trust and partnerships is reviewed, the primary focus is on the taxation of individuals. At the end of the two-days participants will have a good knowledge of the tax provisions that impact individuals, partnerships and trusts. The detailed reference materials covering a broad range of income tax topics, will be an invaluable reference in the future.

By the end of this course, participants will be able to:
Identify changes to the personal tax laws over the year and refresh their knowledge on a wide range of tax provisions impacting individuals, trust and partnerships that may have been forgotten over the years. An overview of the research materials available for use in answering tax related issue will provide you with the tools to answer client questions.
Participants will work through case studies covering a wide range of personal tax issues, collaborate with their peers and have an opportunity to share issues that have been impacting their clients.
Seminar Outline:
  • How to research a tax issue
  • Determination of residency
  • Liability for taxes in Canada
  • Administrative issues
  • Employment income
  • Benefits and related deductions
  • Calculations of the various sources of investments income
  • Taxation of capital gains
  • Capital losses and the impact of the stop loss rules
  • Allowable business investment losses
  • Attributions rules
  • Registered retirement pension plans
  • RRSP’s
  • Individual pension plans
  • Deferred plans such as TFSA, RESP and RDSP
  • Rental and farm income
  • Treatment of shareholder loans
  • Various deductions from net income such as the capital gains exemption
  • Calculation of taxes payable, including discussions on tax credits
  • Taxation of partnerships
  • Death of a taxpayer
  • Taxation of family trusts
Pre-requisite: Participants may wish to register in Personal Tax Returns prior to taking this seminar or have equivalent experience in preparing personal tax returns.
Who Will Benefit: Those involved in personal tax matters who wish to expand or refresh their knowledge in the area of personal tax.
Seminar Leader(s): MCDONALD, Drew
Special Notes:
Additional Offerings:
CityDateTimeSeminar Leader 
Edmonton Jan 22, 2018 08:30 am-04:00 pm MCDONALD, Drew
View Details
Calgary Feb 13, 2018 08:30 am-04:00 pm STEWART, David
View Details
Mar 31, 2018 08:30 am-04:30 pm
View Details
Calgary Dec 05, 2018 08:30 am-04:00 pm MCDONALD, Drew
View Details
Can't make it to this session? See the other offerings of this seminar.

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