In-depth corporate reorganizations

This course (formerly Corporate Reorganizations) explores the most up-to-date issues, techniques and strategies for corporate reorganizations.

Event Details

Location and date:
Kelowna November 10-14, 2018

Building on the corporate reorganization concepts introduced in In-Depth Tax, this intermediate in-residence course covers the most recent technical amendments, current issues, techniques and strategies for corporate reorganizations.

Delve into detailed, technical tax rules and learn to identify tax planning opportunities for your clients or organization. You will also explore the top methods for effecting corporate purchases, sales and restructuring.

The Department of Finance’s July 18, 2017 proposals regarding the taxation of Canadian private corporations will be addressed at the 2017 offering of this course.

Additional options and pricing may be available. See pricing and registration for more details.


25 CPD hour(s)
Pricing & registration

You will learn about:

  • methods for effecting:
    • corporate purchases
    • sales
    • restructuring
  • detailed technical tax rules
  • numerous tax planning opportunities

Topics include:

  • debt forgiveness
  • purchase and sale of a business
  • safe income and 55(3)(a) reorganizations
  • butterfly issues and spin-offs
  • business amalgamations
  • partnership reorganizations
  • bump and denial rules
  • and more

Who should attend?

CPAs and other tax professionals who:

  • advise corporations on corporate reorganizations
  • work in an industry setting and wish to expand their knowledge in this area or need a refresher to keep up to date with emerging trends and strategies
  • work in government settings that deal with corporate reorganizations


  • completion of the In-Depth Tax Course
  • two or more years of work experience on a full-time basis after the In-Depth Tax Course
Professionals who do not meet these requirements may be admitted by special request.

More Details:

Venue[s] and Accommodation[s]


Delta Grand Okanagan Resort and Conference Centre
1310 Water St., Kelowna, BC V1Y 9P3


Delta Grand Okanagan Resort and Conference Centre
1310 Water St., Kelowna, BC V1Y 9P3

Participants are required to live in-residence during the course. Your accomodations will be pre-booked on your behalf by CPA Canada. Participants are responsible for setting accounts (accomodations and incidentals) directly with the Hotel when checking out. You will be required to submit a credit card upon arrival. "No shows" will be charged.

Guest block is from November 10-14,2018

Standard Guest Room - $ 196.04 ( incluiding taxes ) single per person per night

Tuition Fee $3,495.00 plus applicable taxes and $375.00 facility fee*, will be paid upon registration.

* Facility fee includes continental breakfast, lunch, coffee breaks, WiFi and all conference facilities.


Frequently asked questions:
Price includes $375.00 facility fee. Prices may change without notice. User license policies.


Please contact:

Member Development and Support
Tel: 1-800-268-3793

Sheri Price, program manager, Member Development and Support
Tel: 416-204-3425

Marisol Arroyo, logistics and general inquiries
Tel: 416-204-3344