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Centennial 2010
  • Location:
 

RIP: TAX COMPLIANCE MATTERS RELATED TO TERMINAL FILING PREPARATION


Level: Intermediate
Competency: Taxation
Seminar Code: 00404
Format: Full Day
CPD Hours: 7
Availability: Spaces available


Register before Feb 12, 2018 and pay the early fee!
Date: Monday, Feb 26, 2018
Time: 8:30 AM-4:00 PM
Location: Days Inn & Suites West Edmonton
10010 - 179 A Street
Edmonton, Alberta
Meeting Room: Linden
Fee Options: Tickets Required: 7 ticket(s)
Fee Required: $550.00 - Early Member
$550.00 - Early Non-Member
$630.00 - Regular Member
$630.00 - Regular Non-Member
Seminar Description: This full-day seminar will provide a detailed technical review of the numerous issues faced when preparing terminal (year-of-death) filings. The focus is return preparation and general estate planning, including: review of relevant tax issues, engagement management, up-to-date source of relevant tax research, review and understand CRA assessing practices, and strengthening estate planning skills.

This seminar will greatly enhance participant’s knowledge in the area of preparing and planning for terminal filings as well as technical skills for general estate planning.

Prerequisite
Basic tax knowledge is recommended
Seminar Outline:
  • Engagement management
  • Tax filings on death
  • Detailed compliance issues
  • RRSP and deferred income plan rules
  • General compliance areas
  • Testamentary trust review
  • Estate accounting
  • GST matters
  • Case study
Pre-requisite: There are no prerequisites for this course.
Who Will Benefit: Those who complete individual terminal filings and who are interested in understanding basic estate planning strategies.
Seminar Leader(s): BIASINI, Gary
Special Notes:
Additional Offerings:
Can't make it to this session? See the other offerings of this seminar.

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