In-depth tax issues for the owner-managed business

This course (formerly Advanced Tax Issues for the Owner-Managed Business) is designed for tax professionals in estate planning, retirement and succession planning, or others who work in industry and want to expand their knowledge.

Event Details

Location and date:
Mont Tremblant November 3-7, 2018

Building on the concepts introduced in the In-Depth Tax Course, this intermediate in-residence course is designed for tax professionals who work predominantly with owner-managed businesses on estate planning, retirement and succession planning, or accountants in industry who want to expand their knowledge. Participants will acquire innovative and practiced solutions to the most intricate financial situations facing business owners today.

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


25 CPD hour(s)
Pricing & registration

You will learn about:

  • business succession planning
  • owner-manager remuneration
  • estate planning
  • post-mortem tax planning
  • insurance planning
  • and more

Who should attend?

Tax professionals who:

  • work in public practice and advise owner-managed businesses
  • work in an owner-managed business and are responsible for tax planning


  • completion of In-Depth Tax Course or equivalent
  • two or more years of experience working with owner-managed businesses on a full-time basis after the In-Depth Tax Course

Professionals who do not meet these requirements may be admitted by special request.

Special requirements:

Participants are expected to live in-residence during the course.

More Details:

Venue[s] and Accommodation[s]


Fairmont Tremblant
3045 Chemin de la Chapelle, Mont Tremblant, QC J8E 1E1
Located at the foot of the majestic Tremblant peaks, Fairmont Tremblant offers you the most refined experience of the Tremblant destination.

In 2016-2017 Fairmont Tremblant underwent a multimillion dollar transformation to completely modernize and revitalize its public spaces, along with its food and beverage offer.


Mont Tremblant - Fairmont Tremblant
3045 Chemin de la Chapelle, Mont Tremblant, QC J8E 1E1

Fairmont Room
Fairmont Rooms are convenient for families traveling together as most of them are connecting. Cozy and comfortable, these rooms present a warm decor.
Bed Type: One King or two Double beds
Room Size: 334 sq.ft. to 400 sq.ft. / 31 sq.m to 37 sq.m

Guestroom block is from November 3-7, 2018
Fairmont Room - $324.77 single per person per

Daily Rates include:

  • one nights accommodation
  • one breakfast buffett
  • one lunch buffett
  • coffee breaks
  • internet access in guestroom and meeting room
  • daily housekeeping

taxes and gratuities

CPA Canada will be offering return bus service to the Fairmont Tremblant from International Pierre-Elliott-Trudeau et Mirabel. The cost of the return bus service is $80.00 plus taxes.

Frequently asked questions:
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