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:
Blue Mountain November 4-8, 2017

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.

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:

  • 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]


Blue Mountain Village Conference Centre
110 Jozo Weider Blvd., Blue Mountain, ON L9Y 3Z2
t.:877-445-0231 ext.6210

This visually stunning conference centre features breathtaking views of the mountain and of Georgian Bay. This state-of-the-art facility is located moments away from all accommodation types, all dining and shopping areas of the Village at Blue Mountain. The inside of the facility aims to bring the beauty of the outdoors in, featuring high ceilings with enormous beams, rustic open trussing and floor-to-ceiling windows.


Blue Mountain Village Suites
110 Jozo Weider Blvd., Blue Mountain, ON L9Y 3Z2

Nestled between the foot of the Niagara Escarpment’s scenic Blue Mountains and the rugged shores and crystal clear waters of Georgian Bay, the picturesque Blue Mountain Village is Southern Ontario’s premiere four season destination. Ontario's only mountain village resort offers year-round recreation and attractions providing an adventure filled getaway for all ages. Whether it's skiing, snowboarding, snowshoeing or skating in the winter months or a summer of adventure on our attractions like the Ridge Runner Mountain Coaster, TImber Challenge High Ropes or Woodlot Low Ropes Course, Mountaintop Segways, Cascade Putting Course or the Wind Rider Triple Zips! Blue Mountain has plenty to keep you busy. Play a round at Monterra Golf, hike or bike on the Escarpment or relax on our private beach or at one of our spas. With over 1,000 resort accommodation units, full conference facilities and a Village full of shopping and dining, now is the ideal time to getaway to Blue Mountain.

Participants are required to live in-residence during the course. Your accommodations will be pre-booked on your behalf by CPA Canada. Participants are responsible for settling accounts (e.g. daily rate for accommodation, meal/meeting package, and incidentals) directly with the Hotel when checking out. You will be required to submit a credit card upon arrival. Late arrivals, early departures and “no shows” will be charged.

Guestroom block is from November 4-8, 2017

Blue Mountain Village Suites:
Bachelor Suite - $288.63 single per person per
One Bedroom Suite - $305.92 single per person per night

Daily Rates include:

  • one nights accommodation
  • one breakfast
  • one lunch
  • continuous coffee service
  • internet access in guestroom and meeting room
  • daily housekeeping
  • all taxes and gratuities

Frequently asked questions:
Prices may change without notice. User license policies.


Please contact:

Member Development and Support
Tel: 1-888-337-3242

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