Income tax for the general practitioner

This in-residence course (formerly Income Tax Practice) provides a sound understanding of the Income Tax Act, an appreciation of the critical issues in current legislation and major changes proposed for the future.

Event Details

Location and date:
Kelowna October 28 - November 2, 2017
Blue Mountain December 2-7, 2017

This in-residence course provides a sound overview of the Income Tax Act and highlights critical tax issues that general practitioners commonly face. Improve your ability and gain a better appreciation of tax-planning techniques and how to identify tax problems. You will also cover the CRA’s current administrative practices and positions.

The Department of Finance’s July 18, 2017 proposals regarding the taxation of Canadian private corporations will be addressed at the 2017 offering of this course.

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.



$3,295.00

44  CPD hour(s)
Pricing & registration

You will learn about:

  • business and property income
  • partnerships and trusts
  • personal and corporate tax planning
  • estate planning
  • port-mortem planning
  • cross-border issues

Who should attend?

  • professional accountants
  • other financial professionals who handle income tax matters

More Details:

Session Descriptions

Tax Practice Management/Anti-Avoidance
Lecture

Business & Property
Lecture

Business & Property
Tutorial

Reception
Welcome / Networking Reception

Capital Gains I
Tutorial

Break

Capital Gains II
Lecture

Lunch

Capital Gains II
Tutorial

Personal Tax Planning
Lecture

Break

Personal Tax Planning
Tutorial

Corporate Reorganizations I (85)
Lecture

Corporate Reorganizations I (85)
Tutorial

Break

Corporate Tax I
Lecture

Lunch

Corporate Tax I
Tutorial

Corporate Tax II
Lecture

Break

Corporate Tax II
Tutorial

Corporate Reorganizations II (PUC/84.1)
Lecture

Corporate Reorganizations I (85)
Tutorial

Break

Corporate Reorganizations III (55(2))
Lecture

Lunch

Corporate Reorganizations IV (51, 86 & Mergers)
Lecture

Break

Corporate Reorganizations IV (51, 86 & Mergers)
Tutorial

Issues on Expanding Internationally
Lecture

Trusts
Lecture

Trusts
Tutorial

Break

Corporate Reorganizations V (M&A)
Lecture

Lunch

Corporate Reorganizations V (M&A)
Tutorial

Estate Planning
Lecture

Break

Estate Planning
Tutorial

Estate Planning (continued)
Lecture

Estate Planning (continued)
Tutorial

Break

Partnerships
Lecture

International Issues For Individuals
Lecture

Venue[s] and Accommodation[s]

Venue[s]:

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


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.


Accommodation[s]:

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

Casting its reflection on sparkling Okanagan Lake in downtown Kelowna, Delta Grand Okanagan Resort offers a refreshing brand of elegance and is just 15 minutes from the airport. Home to 390 spacious guest rooms, villas and suites, you can open your window to city, lake or mountain views of beautiful Okanagan Valley. Set in British Columbia's wine country,,raise a glass at one of Kelowna's festivals at nearby vineyards and wineries.

Participants are required to live in-residence during the course. Your accommodations will be pre-booked on your behalf by CPA Canada. Participants are responsible for settling accounts (e.g. daily rate for accommodation, meal/meeting package and incidentals) directly with the hotel when checking out. You will be required to submit a credit card upon arrival. Late arrivals, early departures and “no shows” will be charged.

  • guestroom block is from October 28 - November 2, 2017
  • king or queen standard room - $300.68 per person per night
  • daily rates include:
    • one nights accommodation
    • one breakfast
    • one lunch
    • continuous coffee service
    • internet access in guestroom and meeting room
    • all taxes and gratuities


Blue Mountain Village Suites
110 Jozo Weider Blvd., Blue Mountain, ON L9Y 3Z2
t.:705-445-0231

Nestled between the foot of the Niagara Escarpment’s scenic Blue Mountains and the rugged shores and crystal clear waters of Georgian Bay, the picturesque Blue Mountain Village is Southern Ontario’s premiere four season destination. Ontario's only mountain village resort offers year-round recreation and attractions providing an adventure-filled getaway for all ages. Whether it's skiing, snowboarding, snowshoeing or skating in the winter months or a summer of adventure on our attractions like the Ridge Runner Mountain Coaster, Timber Challenge High Ropes or Woodlot Low Ropes Course, Mountaintop Segways, Cascade Putting Course or the Wind Rider Triple Zips! Blue Mountain has plenty to keep you busy. Play a round at Monterra Golf, hike or bike on the escarpment or relax on our private beach or at one of our spas. With over 1,000 resort accommodation units, full conference facilities and a village full of shopping and dining, now is the ideal time to get away to Blue Mountain Resort.

Participants are required to live in-residence during the course. Your accommodations will be pre-booked on your behalf by CPA Canada. Participants are responsible for settling accounts (e.g. daily rate for accommodation, meal/meeting package, and incidentals) directly with the hotel when checking out. You will be required to submit a credit card upon arrival. Late arrivals, early departures and “no shows” will be charged.

  • guestroom block is from December 2-7, 2017
  • studio suite - $271.34 single per person per night
  • bachelor suite - $288.63 single per person per night
  • daily rates include:
    • one nights accommodation
    • one breakfast
    • one lunch
    • continuous coffee service
    • internet access in guestroom and meeting room
    • daily housekeeping
    • all taxes and gratuities
    • Village Amenity Fee


Contacts

Please contact:

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

Sheri Price, program manager, Member Development and Support
Tel: 416-204-3425
Email: sprice@cpacanada.ca