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:
Kelowna November 12-16, 2016

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.

NOTE: Some preparatory work will be required, including online studies and reading prior to classroom sessions.

View the agenda

Additional options and pricing may be available. See pricing and registration for more details.



$3,495.00

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

Prerequisites:

  • 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:

Session Descriptions

Lecture

Tutorial

Reception

Lecture

Coffee break

Tutorial

Coffee break

Lecture

Lunch

Tutorial

Coffee break

Lecture

Coffee break

Tutorial

Lecture

Coffee break

Tutorial

Coffee break

Lecture

Lunch

Tutorial

Coffee break

Lecture

Coffee break

Tutorial

Lecture

Coffee break

Tutorial

Coffee break

Lecture

Lunch

Tutorial

Coffee break

Tutorial

Lecture

Venue[s] and Accommodation[s]

Venue[s]:

Kelowna - Delta Grand Okanagan Resort
Kelowna - Delta Grand Okanagan Resort
1310 Water St., Kelowna , BC V1Y 9P3
t.:250-763-4500

Discover adventure at our Grand Okanagan Resort in Kelowna

Casting its reflection on sparkling Okanagan Lake in downtown Kelowna, Delta Grand Okanagan Resort offers a refreshing brand of elegance for vacations, business travel and events. Home to 390 spacious guest rooms, villas and suites, you can open your window to city, lake or mountain views of beautiful Okanagan Valley, where you can set sail on the lake or hit the ski slopes. Wake up with a latte at the Grand Coffee Company or enjoy a regionally inspired dish for breakfast, lunch and dinner


Contacts

Please contact:

CPA Canada Professional Learning and Development Customer Service
Tel: 1-888-337-3242
Email: pld@cpacanada.ca

Sheri Price, program manager, Tax Education, Professional Learning and Development
Tel: (416) 204-3425
Email: sprice@cpacanada.ca

Highlights

Canada is celebrating its 150th anniversary. We’re celebrating you, Canadian CPAs. Tell us why you’re proud to be a Canadian CPA. Then watch for our big celebration in July.

Gain practical organizational insights and learn from industry experts at this annual event for not-for-profit financial leaders.