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This course explores the ever-changing GST/HST legislation and guidance for financial institutions and services, including pensions. Get the practical insights and solutions you need to successfully apply your knowledge in real-life transaction and compliance situations.
Examine the dynamic indirect tax concepts and complex legislation that apply to financial institutions, services and pensions. This offering provides an ideal opportunity to expand your learning from the In-Depth GST/HST Course while building on practical experiences. Be prepared to explore the latest changes in this important area of GST/HST and connect with some of the leading minds in this sector.
Additional options and pricing may be available. See pricing and registration for more details.
Tax professionals who have successfully completed the In-Depth GST/HST Course and other experienced professionals, including:
Registration & Continental breakfast
Module I - Definition of Financial Services Lecture
Module I - Lecture (cont'd)
Module I: Interactive Session
Module II: Financial institutions lecture
Module 2 will focus on the definition of "financial institution" and why it is important to determine whether a business has this status for GST purposes. The discussion will cover non-traditional financial institutions and will deal with related topics, including issues pertaining to making a section 150 election and other compliance implications for financial institutions (such as the Annual Information Return for Financial Institutions).
Module II: Interactive Session
Module III – Inputs Lecture
Module III - Lecture (cont'd)
Module III – Interactive Session
Module IV – HST and QST Lecture
Module IV – HST and QST Lecture (cont’d)
Module IV – Interactive Session
Module V – HST and Investment Plans Lecture
Module V – Lecture (cont’d)
Module V – Interactive Session
Module VI – Part A - Pension Plans Lecture
Module VI – Part B - ITCs Related to Financial Services Lecture
Module VI - Interactive Session
CPA Canada Offices
277 Wellington Street West, 2nd Floor, Toronto, Ontario M5V 3H2
Nearby hotels Include:
Member Development and Support
Andrea Stupino, Principal, Tax Education
Theresa Luu, Program Coordinator, Tax Education
October 23, 2019
Stay up to date on critical indirect tax issues and network with other indirect tax professionals at Canada’s largest and longest-running indirect tax event.
October 28, 2019
If you’re a senior financial professional in the public sector or work for a not-for-profit that follows PSAB standards, this annual event in the nation’s capital is the place to be.
November 7, 2019
Join CPA Canada’s Financial Literacy Program in Ottawa, our nation’s capital, as we look at the trends changing the economic landscape and how they will affect how Canadians manage their money.