Income Tax Series

In the ever-evolving world of tax, staying informed is crucial. Our monthly seminar series offers timely updates on current announcements and critical topics in income tax. By registering for this series, you’ll ensure you’re always up-to-date with the latest developments and proposed tax rule changes.

Five Reasons to Register

Expert-Insights-ICON

Expert Insights
Gain access to expert presentations of new tax laws and regulations.

Timely-Updates-ICON

Timely Updates
Receive updates on the most recent tax announcements and changes.

Practical-Applications-ICON

Practical Applications
Learn how these changes may impact tax planning.

Access-to-Session-Recordings-ICON

Access to Session Recordings
Live sessions will be recorded and series registrants will be provided access to them for a limited time.

Savings-ICON

Savings
Register for the series and receive all five sessions at the special series rate which equates to one free session! 

Your Sessions for Fall 2026-Winter 2027

Only interested in specific sessions? You can also register for individual seminars by clicking on the titles that interest you.

Shayne Williams

Speaker
Shayne Williams, CFP
IG Wealth Management

Vidhya Mumford

Speaker
Vidhya Mumford, CFP
IG Wealth Management

Thursday, September 10, 2026
9:00am-10:30am

How to Invest Tax Efficiently Within a Corporate Structure

This session focuses on practical strategies for managing investment assets within a Holdco, Opco and personal structure. 

Participants will gain a clear understanding of how different investment products generate returns, including return of capital, eligible dividends, capital gains and interest income. 

This session will also discuss how each investment affects corporate and personal taxation.

Register for How to Invest Tax Efficiently Within a Corporate Structure

Arthur Kostaras

Speaker
Arthur Kostaras, CPA, CMA, CF, REV
Founder of Phronisi & Senior Finance Leader

Thursday, October 8, 2026
9:00am-10:30am

AI Won't Replace You. The CPA Using AI Will.

AI is rapidly entering tax and accounting practice, but most CPAs are told what AI can do without being shown how to actually use it, or where it quietly introduces risk. This session will close that gap, led by a CPA who builds and operates AI-native systems daily rather than describing them in theory.

Register for AI Won't Replace You. The CPA Using AI Will.

Shane OnufrechukSpeaker
Shane Onufrechuk, FCPA, FCA
Partner, Tax, KPMG LLP

Thursday, December 10, 2026
9:00am-10:30am

Tax Update – BC and Federal Budgets 2026

The world of tax is constantly changing, and government budgets provide advance notice of pending tax legislation changes. This session will provide a high-level overview of the announcements made in the BC Budget (issued March 2026) and the Federal Budget (to be issued in Fall 2026) that impact corporate and personal taxation. This is not intended to provide detailed coverage of the proposed tax changes because final legislation will not yet have been released; however, attendees will leave this session with an awareness of pending changes and any preparation strategies available.

Register for Tax Update – BC and Federal Budgets 2026

Silhouette-male-circleSpeaker
To be announced

Thursday, January 14, 2027
9:00am-10:30am

Session Title to be announced

Description to come.

Silhouette-male-circleSpeaker
To be announced

Thursday, January 14, 2027
9:00am-10:30am

Session Title to be announced

Description to come.