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Centennial 2010
  • Location:
 

INCOME TAX PLANNING REFRESHER: PERSONAL ONLINE


Level: Introductory/Intermediate
Competency: Taxation
Seminar Code: 99861
Format: Online Self-Study 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 Mar 09, 2018 and pay the early fee!
Date: Friday, Mar 09, 2018
Time: 12:00 AM
Location:

,
Meeting Room:
Fee Options: Tickets Required: N/A
(Passport Tickets can only by used 14 days prior to seminar start date)
Fee Required: $440.00 - Early Member
$440.00 - Early Non-Member
$440.00 - Regular Member
$440.00 - Regular Non-Member
Seminar Description: Access credentials will be sent via email on the first day of the session, or within 1-2 business days after registration if the registration is within the session dates.

Please note you have until noon on the last day indicated in the session to complete the course. Please complete and print your quiz results prior to the end of the session.

This online refresher session is ideal for those participants who desire to renew their knowledge in personal tax, trusts and partnerships. At the end of this session participants should have a good understanding of the taxes and some 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.

The quizzes must be completed before the expiry date in order to receive verifiable credit for the seminar.
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 investment 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:
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): SWANSON, Julie
Special Notes: Access credentials will be sent via email on the first day of the session, or within 5 business days after registration if the registration is within the session dates (January 15 – March 16). Please note you have until noon on the last day indicated in the session to complete the course. Please complete and print your quiz results prior to the end of the session.
Additional Offerings:
CityDateTimeSeminar Leader 
Jun 29, 2018 12:00 am-12:00 am
View Details
Can't make it to this session? See the other offerings of this seminar.

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