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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.
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.
Tax professionals who:
Professionals who do not meet these requirements may be admitted by special request.
Participants are expected to live in-residence during the course.
300 Mountain Ave, Banff , AB T1L 1J2
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.
Member Development and Support
Sheri Price, program manager, Member Development and Support
Theresa Luu, Program Coordinator, Tax Education
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