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 7-11, 2020

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.

Registration coming soon. Please check back in 2020.

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]


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.

Frequently asked questions:


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