Go beyond compliance. Learn practical strategies to confidently prepare terminal and estate tax returns, delivering crucial tax savings and peace of mind for grieving families.
Ever freeze up when a client dies and the family turns to you?
Most accountants quietly avoid estate files — or worse, file them wrong. But the truth is: this is where the real tax planning (and trust-building) begins.
Be the Advisor Families Trust When It Matters Most
“Mastering Taxes at Death: Estate & Post-Mortem Tax Planning” – Here’s What You’ll Get:
A 60-minute PD-accredited workshop built to help you lead with clarity in estate and terminal return files, just real tax planning.
✔️ Learn exactly what needs to be filed on the T1 Final, T3 Estate Return, and elective returns (with CRA-cited examples)
✔️ Apply spousal rollovers, GRE elections, and Section 164(6) loss carrybacks with confidence
✔️ Avoid double-tax traps using post-mortem planning tools like the pipeline strategy and 88(1)(d) bump
✔️ Use plug-and-play checklists, templates, and case-based guidance to save time and reduce risk
👩💻 Walk away equipped to protect executors, reduce estate tax by six figures, and become the go-to advisor in high-stakes moments.
CPA, CA
CPA | In-Depth Tax Certificate 👩🏽💻🇨🇦 Your Virtual Tax Coach 💰 🧠 I’m Parveen - a CPA, mom, and a creator who enjoys building value-add content. I’ve worked in public accounting for years, and along the way, I realized how outdated and dry most PD content feels. 👩🏽💻 I believe that CPAs deserve engaging, practical education that genuinely enhances their careers. That’s why I’m dedicated to developing PD-accredited courses that are not only informative but also enjoyable. Let’s transform professional development into an experience that truly helps you become a better planner. 📈
This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.
If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.
