Tax PD Courses & Seminars for CPA Professionals

We offer 7 courses in the Tax series.  The PD courses provide the latest updates in Personal, Corporate and Private Company Tax.

CPA professionals earn 8 hours of PD per day of training and receive a CPD attestation.

2022 Private Company Tax Issues 2019

Course 2005: Private Company Tax Issues in 2022

  • Federal Budget Changes Impacting Private Companies
  • Tax Changes to Intergenerational Transfers
  • Private Company Tax Planning Cases
  • Cases: Further Restrictions on Small Business Deduction 
  • Cases: Limiting Access to Refundable Taxes
  • Cases: New Income Splitting Rules
  • Case: Impact of Holding Private Company Shares on Death of a Shareholder
  • How to Transfer the Business to a Family Member
  • Tax Issues to Consider When Buying a Business
  • How Fair Market Value Impacts Private Companies in the Income Tax Act
  • 5 Tax Scams the Business Owner Should Know
  • Top 8 Tax Write-offs for Businesses in Canada
Private Company Company Business Planning

Course 2007: Private Company Tax Issues in 2023

  • How New Tax on Split Income (TOSI) Rules Impact Private Companies: A deeper dive
  • Apply TOSI to 12 Practical Cases for Private Companies
  • Private Company Passive Income Tax Changes
  • New Refundable Dividend Tax on Hand (RDTOH) Rules
  • Tax Planning Issues Facing Private Companies in Canada
  • Best Practices for Managing Tax Audits and Reviews
  • Tax Issues to Transition the Family Farm
  • 9 Tax Strategies for Selling the Private Business
  • Successful Exit Strategies for Owner-Manager Businesses
  • Estate Planning Issues with Blended Families
In- House Training - Advantage Montreal Seminars Inc.

Course Tax 2008: GST and Canadian Sales Tax: Hot Topics and Issues

This PD course is for industry accountants and public practitioners looking to get a solid understanding of how GST, HST, QST and PST works. The course covers:

  • The 7 Most Common GST and HST Audit Exposures
  • The 6 Most Common QST and PST Audit Exposures
  • Concepts and Principles of GST/HST and QST
  • Best Practices for Planning for a Sales Tax Audit
  • Managing a GST/HST Sales Tax Audit
  • The 4 Most Common Sales Tax Issues with Employee Benefits
  • The 5 Top Reassessment Sales Tax Issues
  • The Canadian Value added Tax System
  • British Columbia's New Provincial Sales Tax System
  • How Sales Tax Works on Taxable Employee Benefits
  • GST/HST for Charities and Non-for-Profits
2021 Canadian Corp Tax

Course Tax 3000: Canadian Corporate Tax Update

  • 2021 Federal Fiscal Changes Impacting Businesses
  • COVID-19 Tax Relief for Businesses - Programs
  • Analyzing the New Passive Investment Income Rules & RDTOH Regime
  • Tax Integration
  • Sales & Excise Tax Measures
  • International tax Update
  • CRA Developments & Audit activity
  • Corporate tax rates & changes
  • Recent Business Tax Court Cases
  • Scientific Research & Experimental Deduction Update
  • Other Funding Programs for Businesses Update
  • Work from Anywhere Tax Compliance
Private Tax 2020 CPA PD - Advantage Montreal Seminars Inc.

Course Tax 3060: 2020 Private Company Tax with COVID-19 Issues

  • COVID-19 Tax Relief for Private Companies
  • Canada Emergency Wage Subsidy Version 1.0 vs 2.0 with Examples
  • Recent Developments Wage Subsidy Program with Cases
  • Temporary Wage Subsidy
  • Canada Emergency Commercial Rent Assistance
  • Stimulus Credit Programs Available for Small Businesses
  • Canada Emergency Business Account
  • Understanding Cash Flow and Taxes
  • Private Company Reorganizations Post-TOSI
  • The Challenges of Managing a Trust During COVID-19
  • How to Manage Tax Audits and Assessments
  • Business Transition Planning for Owner-Manager Businesses
  • Tax Impact of Donation of Private Company Shares
  • Tax Risk Liability for Tax Practitioners

Private Tax 2021 - Advantage Montreal Seminars Inc.

Course Tax 3061: Private Company Tax Issues in 2021

  • Tax Changes to Intergenerational Tax Transfers
  • Update on Government Relief Programs
  • Cryptocurrency Tax Issues
  • 13 Common Pitfalls in GST and HST  
  • Tax Implications of Separation and Divorce for the Owner-Manager
  • Minimizing Tax on Wealth Transfer 
  • Using Stock-Based Compensation in a CCPC
  • 4 Case Studies with Estate Freezes Using a Section 86 Rollover 
  • Tax Implications of Separation and Divorce for the Owner-Manager
  • SRED & Other Research Program Update
  • Exit Planning for the Business Owner 
  • Maximizing Value in the Family Business
2022 Canadian Personal Tax - Advantage Mtl Seminars Inc

Course Tax 3050: Canadian Personal Tax Update

  • 2021 Federal Budget Changes -  Personal Tax Measures
  • Taxation of Cryptocurrencies
  • COVID-19 tax relief measures for Individuals
  • Tax changes to stock options
  • 20 types of tax-free income
  • Tax breaks for Persons with Disabilities
  • Spouse, Equivalent to Spouse, and Caregiver Credits
  • Taxable Income and Tax Payable for Individuals
  • Common Refundable & Non-refundable Tax Credits
  • Taxation at Death
  • Various Benefits
  • Individual Deductions
  • Significance of Canadian residency
  • Tax consequences of Forgiven Debt
  • Recent Tax Court Cases – Individuals
  • Taxation of Investment Income
  • Registered Plans
  • Personal tax Checklist
  • Year-End Tax Planning for Individuals