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Centennial 2010
  • Location:
 

INCOME TAX PLANNING REFRESHER: PERSONAL


Level: Introductory
Competency: Taxation
Seminar Code: 00099
Format: Two Day
CPD Hours: 14
Availability: Spaces available


Register before Jan 30, 2018 and pay the early fee!
Date: Tuesday, Feb 13, 2018
Time: 8:30 AM-4:00 PM
Location: CPA Alberta Calgary Office
800, 444 - 7 Ave Sw
Calgary, Alberta
Meeting Room: 812/813
Fee Options: Tickets Required: 14 ticket(s)
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: This two-day refresher seminar is ideal for those participants who desire to renew their knowledge in personal tax, trusts and partnerships. At the end of the two days participants should have a good understanding of the taxes and planning opportunities relating to individuals, partnerships and trusts.

Prerequisite
Participants may wish to first take the seminar Tax Returns: Personal or should have equivalent experience in preparing personal tax returns.

Notes
This seminar is also available online.
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
  • Attriubutions rules
  • Registered retirement pension plans, RRSP’s and 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 detailed knowledge in the area of personal tax.
Seminar Leader(s): STEWART, David
Special Notes:
Additional Offerings:
Can't make it to this session? See the other offerings of this seminar.

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