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:
Banff November 9-13, 2019

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
  • trusts
  • estate planning
  • post-mortem tax planning
  • sale of a business
  • insurance planning

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]


Rimrock Resort
300 Mountain Ave, Banff , AB T1L 1J2

Frequently asked questions:

Tuition fee of $3,495 plus applicable taxes, plus $425 facility fee*, will be paid upon registration.

*Facility fee of $425 includes continental breakfast, lunch, coffee breaks, WiFi and all conference facilities.


Please contact:

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

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

Theresa Luu, Program Coordinator, Tax Education
Tel: 416-204-3430