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Personal tax – Compliance and planning in T1 preparation

What is the difference between the types of e-learning activities?

  • A webinar is a live training activity which you must attend at the date and time indicated. You may access the training platform in your online file 7 days before the date of the webinar. We strongly recommend that you log in to the platform before the date of the webinar and follow the instructions in step 3 of your training path beforehand in order to test your computers’ configuration and prevent any connexion problems during your training activity.
  • Web conferences, web interviews, interactive training activities, webcasts and online training activities are recorded training activities. They can be accessed at all times after their availability date.

General objective

Few things cause people more anxiety than income tax. In fact, many accountants even experience challenges in negotiating the slippery slopes of income tax preparation. This training activity provides participants with a broad overview of income tax issues that can impact taxpayers filing their personal returns. 

Context

This training activity provides participants with a broad overview of the income tax issues that can impact taxpayers filing their personal tax returns. Specifically, the session presents a comprehensive review of income tax compliance and planning issues relevant to the preparation of Canadian personal income tax returns. Furthermore, this training activity addresses technical and practical issues arising from these diverse issues as a means of preparing participants to prepare and/or review personal income tax returns. The precise content of the seminar depends on class discussion, but attendees will receive reference materials on all topics.

In addition, the seminar identifies and addresses planning opportunities that arise in the preparation of personal income tax returns. While this seminar provides fairly comprehensive coverage, the session excludes discussion about the completion of specific tax return forms due to the constant evolution of these forms and the practical reality that tax returns are virtually always prepared by professionals using computer software. Furthermore, the seminar’s exploration of tax planning matters focuses on those that are, or can be, implemented in the course of preparing the tax returns rather than broader tax planning undertaken on a proactive basis outside of the annual tax return preparation. 

Objectives

By the end of this course, participants will be able to:

  • identify and evaluate issues impacting personal income tax filings;
  • analyze income tax issues for appropriate personal tax reporting;
  • assess tax planning alternatives arising in the course of preparing personal income tax returns.
  • assess the appropriateness of the results delivered by income tax software

Topics

  • Liability for tax
  • Employment income
  • Retirement income
  • Property income
  • Business income
  • Capital gains and losses
  • Other income and deductions
  • Personal tax credits
  • Computation of tax
  • Administration and disclosure
  • Provincial issues

Target audience

Several groups of professionals will benefit from this session, including:

  • Professionals seeking to build on their foundational or pre-certification knowledge of personal tax issues 
  • Practitioners that require an understanding of issues that may arise in personal tax return preparation 
  • Professionals seeking a refresher on personal tax preparation matters 

Description complète


Aucune formation en salle trouvée

Webdiffusion


Séance(s)
Pour tous

Saison de formation : 2020-2021
No de séance : 2861
Accessible du : 2021-03-15, 00:00 au 2021-08-31, 23:59
Animateur : Dawn Fequiere, CPA, CGA
Durée : 7.00 h
Renseignements complémentaires :

Grille tarifaire

Séance disponible

Places illimitées

  Membre CPA Non-membre
À la carte 525,00 $ 675,00 $
Passeport CPA 525 CDP S/O
Passeport Multi-CPA 525 CDP S/O
Passeport Multi-usagers 525 CDP 675 CDP
Promo CPA 525 CDP S/O

Webinaire


Séance(s)
Pour tous

Saison de formation : 2020-2021
No de séance : 2209
Date de début : 2021-01-29, 08:30
Date de fin : 2021-01-29, 16:30
Durée : 7.00 h
Animateur : Dawn Fequiere, CPA, CGA
Renseignements complémentaires : This webinar may be recorded and made available as a webcast. By registering, you agree to allow your name and discussions (audio/video/chats) to be recorded for educational purposes, without compensation or restriction.

Grille tarifaire

2 places disponibles

  Membre CPA Non-membre
À la carte 525,00 $ 675,00 $
Passeport CPA 525 CDP S/O
Passeport Multi-CPA 525 CDP S/O
Passeport Multi-usagers 525 CDP 675 CDP
Promo CPA 525 CDP S/O

Pour tous

Saison de formation : 2020-2021
No de séance : 0155
Date de début : 2021-02-19, 08:30
Date de fin : 2021-02-19, 16:30
Durée : 7.00 h
Animateur : Dawn Fequiere, CPA, CGA
Renseignements complémentaires : This webinar may be recorded and made available as a webcast. By registering, you agree to allow your name and discussions (audio/video/chats) to be recorded for educational purposes, without compensation or restriction.

Grille tarifaire

21 places disponibles

  Membre CPA Non-membre
À la carte 525,00 $ 675,00 $
Passeport CPA 525 CDP S/O
Passeport Multi-CPA 525 CDP S/O
Passeport Multi-usagers 525 CDP 675 CDP
Promo CPA 525 CDP S/O

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