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Courses/Accounting & Tax/Tax Update

CPA Small Practitioners' Forum 2024: Tax Update

Stay Ahead with the Latest Changes in Tax Policy, Capital Gains, and Legislative Implications.

Created byNathan Geib
4.5
(196 reviews)
BeginnerUpdated Nov 4, 2024
CPA Small Practitioners' Forum 2024: Tax Update

What You'll Learn

check_circleUnderstand the politicization of the tax system and its impact.
check_circleIdentify key updates in trust and tax reform policies.
check_circleDiscuss the implications of changes to capital gains inclusion rates.
check_circleRecognize the complexities and planning challenges under the new tax rules.

About This Course

This comprehensive course offers CPAs insights into the latest tax updates, including the politicization of the tax system, capital gains inclusion rate changes, and new rules for employee ownership trusts. We delve into practical implications, dissect complex legislative measures, and discuss strategic planning to optimize tax efficiency and mitigate risks. By the end of this course, participants will have the knowledge and strategies needed to navigate and advise on the ever-changing tax landscape effectively.

Topics List:

  • Politicization of the Tax System
  • Capital Gains Inclusion Rate Changes
  • Canadian Entrepreneurs Incentive
  • Employee Ownership Trusts
  • Real Estate Measures and Tax Implications
  • Bear Trust Reporting and Compliance Updates
  • Complexities of Tax Reform Proposals
  • Strategic Tax Planning for Businesses
  • Integration Principle and Tax Efficiency
  • Legislative Drafting Challenges and Impacts

Your Instructors

Nathan Geib
Nathan Geib
menu_book44 courses
star6,819 reviews

The CPA Small Practitioners’ Forum was created to offer an inviting, semi-causal, and easygoing professional development weekend that provides substantial professional development value to small practitioners. All profit earned by the CPA Small Practitioners’ Forum is donated to the Alberta CPA Education Foundation, so you are helping young people in Canada get scholarships for university. All these courses are reviewed by the delegates at the Forum in Banff annually so we have a great lineup that is adjusted every year to keep things relevant to small practitioners. If you work at a public accounting firm in Canada with employees of 1-50 people, you are our target demographic and you should find this course useful.

KIM  G C MOODY
KIM G C MOODY

Moodys Private Client Accounting, Moodys TaxCEO

The antithesis of the status quo, Kim is driven to innovate new and better ways to do things for the clients he serves, the advancement of the firm, and other professionals in tax. His relentless obsession with getting to know everything in the Tax Act makes him a highly sought-out resource for peers and clients. In March 2020, Kim published his first book, Making Life Less Taxing: Pay Attention To Your Taxes So You Can Pay Less Tax and Build a Strong, Smarter Canada – an Amazon bestseller in a number of categories. Kim’s primary area of expertise is tax and estate planning for owner-managers of private corporations and executives, particularly those who have entered into the tax complexities that come with being affluent. Though admittedly not one himself, Kim works with many professional athletes (a guy has got to dream after all). Kim also has expertise in trust and estate taxation and enjoys solving the complexities that arise in developing a well-thought-out estate and succession plan and dealing with testamentary taxation matters.

Credit Information

Do these courses count toward my professional development requirements?

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.

What Students Are Saying

4.5
Student's Choice
196 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.