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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.
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.
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.
Introduction to course
Trust I - Lecture
Legislative update - Lecture
Legislative update - Tutorial
Lecture (+ update)
Blue Mountain Village Conference Centre
110 Jozo Weider Blvd., Blue Mountain, ON L9Y 3Z2
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 Suites110 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:
Member Development and Support
Sheri Price, program manager, Member Development and Support
Join our financial literacy volunteer program for CPA members.
February 26, 2018
Embrace change and make an impact on your not-for-profit (NFP) with insights from industry experts and leaders.
November 22, 2017
From podcasts to virtual classrooms and online courses, there are multiple ways to meet your 2017 CPD requirements online and on the go.