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  1. The Path to Effective Estate & Trust Planning

    Caroline's practical and real-life experience in managing Family Trusts and Estates.
    $389.00
  2. Preparing US Personal Returns for Cross Border Persons – Practical Guidance and Recent Experiences Part I - Basic Issues

    Practical guidance you need to get your client filings prepared, and will steer you clear of some of the common errors made by practitioners.
    $179.00
  3. Preparing US Personal Returns for Cross Border Persons – Practical Guidance and Recent Experiences Part II - Overview of Common Cross-border Tax Issues

    Practical guidance you need to get your client filings prepared, and will steer you clear of some of the common errors made by practitioners.
    $179.00
  4. Taxprep T1 eLearning Course – Tax Season 2019

    The Taxprep T1 eLearning Course demonstrates how to complete a T1 return using Personal Taxprep. It focuses on the most efficient method for preparing optimized, accurate returns.
    $149.00
  5. SR&ED - 2019 Update

    SR&ED claims have come under increased scrutiny by CRA in the last year or two, and credit allowances and payouts have reduced significantly.  The basis for claiming...
    $179.00
  6. Shareholders's Agreement: Tax & Estate Planning Considerations

    Shareholders' Agreements are an often overlooked tool that can be vital in the context of a family business succession plan.
    $179.00
  7. Taxes and Business Succession Planning

    Webinar will explore the implications of succession planning on families, including family businesses, and will highlight and discuss a number of often overlooked considerations
    $179.00
  8. Preparing Partnership Returns using Taxprep and Cantax

    Partnership returns contain some unique compliance requirements and complexities that may not be entirely intuitive. 
    $179.00
  9. Tax-Deferred Transfers in the Income Tax Act

    Webinar will provide guidance on the various tax deferred rollover transfers that are available in the Income Tax Act, pros and cons.
    $179.00
  10. Dealing with Non-Resident Trusts and Canadian Trusts with Non-Resident Beneficiaries- PRE-ORDER

    Non-resident trusts continue to be an available and valid planning device for high net worth Canadians. 
    $179.00
  11. Life Insurance Planning Update: 2019

    Life insurance can play a variety of roles in estate planning, however the tax treatment of life insurance has undergone significant changes in recent years.
    $139.00
  12. Best Sources of Funding for Companies in Canada

    Learn where you or your clients might be able to earn some government grants or other funding.
    $99.00
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