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Taxation

Safe Income (Microlearning On-Demand - CPA PRO)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar

Overview

This microlearning course provides an overview of what safe income is and how to calculate it for exemption purposes and manage the tax implications. The microlearning course also focuses on the safe income on hand and how it’s attributed to the types of shares typically issued by private corporations.

 
Access expires 180 days from purchase date

Applicable for

CPAs at all levels of their career and in any type of organization across a wide range of industries and roles. 

Learning Objectives

By the end of this course, participants should be able to: 

  • Describe the concept of safe income and the requirements under which the safe income exemption applies. 
  • Calculate the safe income in various common situations. 
  • Identify how much of the safe income on hand is attributed to the types of shares typically issued by private corporations. 

Content

Topics include: 

  • Safe Income Overview 
  • Safe Income Exceptions 
  • Calculating Safe Income 
  • Holding Period 
  • Safe Income on Hand 

Course Content Created: December 2024

Course Content Updated: July 2026

The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

Presenter

Yvonne Chu

About This Product

CPA PRO Microlearning On-Demand courses offer content in concise, easily digestible modules designed for immediate application. These courses may include interactive learning activities to enhance the educational experience, and course materials are also included where applicable. These titles consist of CPA PRO recordings of live seminars or exclusive content developed specifically for the e-learning audience, typically ranging from 20 to 30 minutes in duration.

Please note that not all on-demand courses include downloadable materials such as course notes or slides.

How to get started

After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Level up with CPA PRO. Designed by the CPA profession for CPAs, these courses help you adapt to industry changes and advance your career with the latest industry content delivered in a way that works
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Course Details
Cost
$40
Members
$50
Non-Members
Eligible Hours
0.5
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
1
Credits
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

Taxation

Safe Income (Microlearning On-Demand - CPA PRO)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar
Course Details
Cost
$40
Members
$50
Non-Members
Eligible Hours
0.5
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
1
Credits

Overview

This microlearning course provides an overview of what safe income is and how to calculate it for exemption purposes and manage the tax implications. The microlearning course also focuses on the safe income on hand and how it’s attributed to the types of shares typically issued by private corporations.

 
Access expires 180 days from purchase date

Applicable for

CPAs at all levels of their career and in any type of organization across a wide range of industries and roles. 

Learning Objectives

By the end of this course, participants should be able to: 

  • Describe the concept of safe income and the requirements under which the safe income exemption applies. 
  • Calculate the safe income in various common situations. 
  • Identify how much of the safe income on hand is attributed to the types of shares typically issued by private corporations. 

Content

Topics include: 

  • Safe Income Overview 
  • Safe Income Exceptions 
  • Calculating Safe Income 
  • Holding Period 
  • Safe Income on Hand 

Course Content Created: December 2024

Course Content Updated: July 2026

The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

Presenter

Yvonne Chu

About This Product

CPA PRO Microlearning On-Demand courses offer content in concise, easily digestible modules designed for immediate application. These courses may include interactive learning activities to enhance the educational experience, and course materials are also included where applicable. These titles consist of CPA PRO recordings of live seminars or exclusive content developed specifically for the e-learning audience, typically ranging from 20 to 30 minutes in duration.

Please note that not all on-demand courses include downloadable materials such as course notes or slides.

How to get started

After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

Level up with CPA PRO. Designed by the CPA profession for CPAs, these courses help you adapt to industry changes and advance your career with the latest industry content delivered in a way that works
PLDP Wordmark