In-Depth tax course: Curriculum

The In-Depth Tax Course continues to be Canada’s leading and most comprehensive on-the-job tax training program. The program is extensive and complete, and delivers the fundamental tax knowledge you need to kick-start a long and successful career as a tax professional.

Program Details:

Integration is the underlying philosophy of In-Depth, so the program offers an essential blend of:

  • ebook reference materials and elearning modules with assessments
  • social media interaction between students and group leaders
  • traditional classroom lectures
  • context-rich case studies and exercises in facilitated small-group tutorial sessions

A strong link to on-the-job experience ties all of this together.

Through In-Depth, you will:

  • learn from lecture, tutorial and team leaders with extraordinary technical tax knowledge and a wealth of real-world business experience
  • follow the most current and marketplace-ready curriculum in Canada — a competency-based curriculum built to create the most highly valued professionals in the tax community
  • begin to build a library of comprehensive tax reference materials, annotated with your personal insights and perspectives from In-Depth

The In-Depth Tax Course is the same great course that has benefitted over 15,000 professionals and their organizations for over 35 years. It has simply been fine-tuned and enhanced — after an assessment by the Tax Education Task Force — with an updated curriculum and the inclusion of new technologies that improve the delivery of the curriculum and the learning experience.

Topics covered

Year 1:

  • orientation, research and communications skills for today’s tax professional (ORC):
    • In-Depth orientation
    • tax case analysis and statutory interpretation
    • comprehensive tax research and file processes
    • Canadian tax environment
    • group study 1:
      • individual taxation
        • residency of an individual
        • emigration and immigration — employment income
        • taxable benefits
        • deferring income plans
  • business and property taxation
    • residency of a corporation
    • business income for tax purposes — income vs. capital
    • taxation of professionals
  • capital gains
    • adjusted cost base calculation rules — principal residence designations
    • change in use designations
    • capital gains exemption
    • in-residence 1:
      • revisiting statutory interpretation and case law analysis
      • losses
      • acquisition of control rules
      • corporate taxation — the basics
      • shareholder taxation
      • compensation planning
      • interest deductibility — an introduction
      • taxation of partnerships
      • taxation of trusts
      • tax administration

Years 2 and 3:

  • Each of these years has a group study component and an in-residence component.
  • Year 3 also includes a group project.
  • You will receive detailed information about the topics covered upon completion of registration. Topics will include:
    • year 2:
      • affiliated parties and stop-loss rules
      • non-arm’s length transfer and other rules affecting corporate reorganizations
      • principles and objectives of corporate reorganizations
      • business combination basics; amalgamations and winding up
    • year 3:
      • transfer pricing
      • U.S. tax for the Canadian practitioner
      • butterfly reorganizations
      • purchase and sale of a business (advanced topics)
    • year 3 group project:
      • a cumulative assignment that you will complete in this final year of the course to demonstrate your understanding and abilities

Who should attend this course:

Canadian tax professionals working full time in:

  • Canadian income tax
  • a public accounting firm
  • a legal firm
  • a corporate setting
  • a regulatory or government environment



You will receive details about specific venues and accommodation options upon completion of registration for In-Depth:

  • ORC sessions will be presented in a number of urban centres across Canada.
  • Group study sessions are provided in over 20 locations across Canada.
  • In-residence sessions will be presented in resort settings in British Columbia, Ontario and Quebec. These centres have been chosen to provide you with a functional and relaxed setting away from your hectic workplace, deadlines and personal responsibilities. It’s the optimal learning environment.




Jointly presented by CPA Canada and CPA Ontario, The ONE is the must-attend, multi-track event of the year, designed for all CPAs who want to be at the top of their game.

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