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Centennial 2010
  • Location:


Competency: Taxation
Seminar Code: 01578
Format: Full Day
CPD Hours: 7
Availability: This seminar occurs in the past. To view other offerings of this seminar, go to "Additional Offerings"

Register before Jan 11, 2018 and pay the early fee!
Date: Thursday, Jan 25, 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: N/A
(Passport Tickets can only by used 14 days prior to seminar start date)
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 review of the issues faced when preparing filings for deceased taxpayers, including terminal (year-of-death) and Estate filings. The focus is return preparation, including: review of relevant tax issues, engagement management, up-to-date source of relevant tax research, review and understand CRA assessing practices. While the seminar will touch on some estate planning issues, these will generally focus on matters which can be addressed in the course of preparing these returns.

This seminar will enhance the participant's existing knowledge in the area of preparing personal income tax returns to expand into the unusual issues related to terminal filings and preparation of Estate income tax returns.

The seminar is divided between a review of technical tax issues related to such returns, and a series of practice case studies to illustrate the concepts and allow participants to apply their knowledge to practical filing situations commonly encountered in practice.
Seminar Outline:
  • Engagement management
  • Tax filings on death
  • RRSP and deferred income plan rules
  • General compliance areas
  • Estate and Testamentary trust review
  • Estate accounting
  • GST/HST matters
  • Case studies including terminal and rights and things tax returns and Estate filings
Who Will Benefit: Practitioners who wish to expand their personal tax skills to encompass the returns commonly required for deceased taxpayers.
Seminar Leader(s): BIASINI, Gary
Special Notes:
Additional Offerings:
CityDateTimeSeminar Leader 
Calgary Jan 30, 2018 08:30 am-04:00 pm BIASINI, Gary
View Details
Mar 31, 2018 08:30 am-04:30 pm
View Details
Can't make it to this session? See the other offerings of this seminar.

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