In-depth tax issues for the owner-managed business

Take what you learned in the In-Depth Tax Program to the next level. This course is designed for tax professionals who work predominantly with owner-managed businesses, as well as those in industry who want to expand their knowledge.

Event Details

Location and date:
Blue Mountain November 7-11, 2020

COVID-19 UPDATE: Your health and safety are very important to us. As a result of the ongoing public health situation across Canada, registration for this in-residence course is temporarily closed. More information will be posted here once available. If you would like to receive a notification when it reopens again, please email us.

Get practical solutions to help you navigate the intricate financial situations facing business owners today, including how to handle owner-manager renumeration and plan effectively for insurance, business succession, retirement and post-mortem taxation.

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
  • Prerequisites:

    Completion of the In-Depth Tax Program and two or more years of work experience in tax full-time. Some admissions may be made 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

    Frequently asked questions:


    CPA Canada has arranged for private shuttle bus transfers to Blue Mountain Resort from Sheraton Hotel – 801 Dixon Rd, Toronto, ON M9W 1J5

    The shuttle bus will depart from Sheraton Hotel across from Toronto’s Pearson International Airport at 1:00p.m. and 1:30 p.m. on Saturday, November 7th, 2020

    Directions to Blue Mountain Resort


    Please contact:

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

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

    Jennifer Rankin, Program Coordinator
    Tel: 416-204-3248