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Taxation

Income Tax - Update 2025 (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar

Overview

Providing a high-level summary of tax law changes in the past year, this seminar examines current changes and relevant issues in taxation that affect individuals and most businesses in the private sector.

Course Description

Learn how the current levels of personal and corporate tax rates affect and possibly change accepted tax planning techniques.

A review of the current integration of personal and corporate tax rates is provided. The proposals from the Federal Budget, as well as other sources of information from the Department of Finance and the Canada Revenue Agency (CRA), including news releases, draft legislation, CRA technical interpretations and tax cases, are discussed together with other particular subjects of current relevance and interest. Course coverage will be largely restricted to changes in the last year.

NOTE: Due to the nature of this course and the wide range of topics covered, none of the topics are covered with in-depth material. The intent is to provide knowledge and awareness of the recent tax changes. One or more of the topics may be covered in more detail in other available courses.

Applicable for

This seminar will be beneficial to those who need current information to advise clients, deal with the CRA, and who want to update their existing knowledge of income tax issues to incorporate developments in the past year. As the course focuses only on recent developments, it is best suited for members who take the course annually.

Learning Objectives

  • Provide relevant, current tax advice to clients and stakeholders
  • Prepare personal and corporate tax returns with knowledge of recent developments
  • Complete tax planning arrangements/positions taking into account current issues
  • Be confident that they are “up-to-date” with their tax knowledge

Content

  • Tax rate changes/integration
  • Update of rules dealing with the taxation of private companies, passive investment income, income splitting, small business deduction, etc.
  • Federal budget (2025) 
  • Taxation of employment income/benefits 
  • Business income/deductions 
  • Capital transactions and shareholder issues
  • Partnerships/trusts/charities & NPOs/deferred income plans 
  • International tax issues
  • CRA administrative matters and new matters
  • Provincial and territorial update including applicable provincial and territorial budgets

Course Dates & Registration

Feb 10, 2026
9:00AM - 5:00PM
Online Virtual
Jennifer Reid
Jennifer Reid Jennifer Reid, CPA, CGA, TEP is a Partner in People Advisory Services Tax at EY in Calgary. Jennifer specializes in assisting private clients with international tax and estate planning issues such as immigration and emigration, dual citizenship considerations, foreign inheritance and foreign investment and asset ownership. Jennifer also assists in designing meaningful executive compensation plans where cross border considerations are front of mind. Jennifer has practiced tax services in Calgary for over 16 years, with a focus on private companies and their owners, as well as trusts and estates. She has experience assisting clients in planning their estate, including considerations such as insurance, trust and probate planning, cross-border planning as well as in transitioning businesses to the next generation or new owners in a tax-efficient manner. Jennifer’s previous experience in Big Four and boutique tax groups, as well as unique experience gained in leading a wealth planning group at a financial institution, allows her to take a holistic approach to tax planning for entrepreneurial and high net worth clients.
Past
Jan 27, 2026
9:00AM - 5:00PM
Online Virtual
Jennifer Reid
Jennifer Reid Jennifer Reid, CPA, CGA, TEP is a Partner in People Advisory Services Tax at EY in Calgary. Jennifer specializes in assisting private clients with international tax and estate planning issues such as immigration and emigration, dual citizenship considerations, foreign inheritance and foreign investment and asset ownership. Jennifer also assists in designing meaningful executive compensation plans where cross border considerations are front of mind. Jennifer has practiced tax services in Calgary for over 16 years, with a focus on private companies and their owners, as well as trusts and estates. She has experience assisting clients in planning their estate, including considerations such as insurance, trust and probate planning, cross-border planning as well as in transitioning businesses to the next generation or new owners in a tax-efficient manner. Jennifer’s previous experience in Big Four and boutique tax groups, as well as unique experience gained in leading a wealth planning group at a financial institution, allows her to take a holistic approach to tax planning for entrepreneurial and high net worth clients.
Past
Jan 8, 2026
9:00AM - 5:00PM
Online Virtual
Jennifer Reid
Jennifer Reid Jennifer Reid, CPA, CGA, TEP is a Partner in People Advisory Services Tax at EY in Calgary. Jennifer specializes in assisting private clients with international tax and estate planning issues such as immigration and emigration, dual citizenship considerations, foreign inheritance and foreign investment and asset ownership. Jennifer also assists in designing meaningful executive compensation plans where cross border considerations are front of mind. Jennifer has practiced tax services in Calgary for over 16 years, with a focus on private companies and their owners, as well as trusts and estates. She has experience assisting clients in planning their estate, including considerations such as insurance, trust and probate planning, cross-border planning as well as in transitioning businesses to the next generation or new owners in a tax-efficient manner. Jennifer’s previous experience in Big Four and boutique tax groups, as well as unique experience gained in leading a wealth planning group at a financial institution, allows her to take a holistic approach to tax planning for entrepreneurial and high net worth clients.
Past
Dec 19, 2025
9:00AM - 5:00PM
Online Virtual
Kenneth Keung
Kenneth Keung, CPA, CA, brings nearly 24 years of extensive tax planning experience. His expertise spans the full spectrum of tax issues that matter to private businesses and their owners, including personal/corporate/partnership/trust taxation, internal reorganizations, business succession, M&A, trust and estate planning, and cross-border matters. Kenneth is an award-winning author of many published papers on taxation and has been deeply involved in the tax community including acting as Director of STEP Canada and Chair of its Tax Technical Committee; former Governor of the Canadian Tax Foundation; former Facilitator and Course Material Developer for the CPA Canada In-Depth Tax Program.
Past
Dec 8, 2025
9:00AM - 5:00PM
Online Virtual
Jennifer Reid
Jennifer Reid Jennifer Reid, CPA, CGA, TEP is a Partner in People Advisory Services Tax at EY in Calgary. Jennifer specializes in assisting private clients with international tax and estate planning issues such as immigration and emigration, dual citizenship considerations, foreign inheritance and foreign investment and asset ownership. Jennifer also assists in designing meaningful executive compensation plans where cross border considerations are front of mind. Jennifer has practiced tax services in Calgary for over 16 years, with a focus on private companies and their owners, as well as trusts and estates. She has experience assisting clients in planning their estate, including considerations such as insurance, trust and probate planning, cross-border planning as well as in transitioning businesses to the next generation or new owners in a tax-efficient manner. Jennifer’s previous experience in Big Four and boutique tax groups, as well as unique experience gained in leading a wealth planning group at a financial institution, allows her to take a holistic approach to tax planning for entrepreneurial and high net worth clients.
Past
Dec 5, 2025
8:30AM - 4:30PM
Online Virtual
Jennifer Reid
Jennifer Reid Jennifer Reid, CPA, CGA, TEP is a Partner in People Advisory Services Tax at EY in Calgary. Jennifer specializes in assisting private clients with international tax and estate planning issues such as immigration and emigration, dual citizenship considerations, foreign inheritance and foreign investment and asset ownership. Jennifer also assists in designing meaningful executive compensation plans where cross border considerations are front of mind. Jennifer has practiced tax services in Calgary for over 16 years, with a focus on private companies and their owners, as well as trusts and estates. She has experience assisting clients in planning their estate, including considerations such as insurance, trust and probate planning, cross-border planning as well as in transitioning businesses to the next generation or new owners in a tax-efficient manner. Jennifer’s previous experience in Big Four and boutique tax groups, as well as unique experience gained in leading a wealth planning group at a financial institution, allows her to take a holistic approach to tax planning for entrepreneurial and high net worth clients.
Past
Nov 28, 2025
9:00AM - 5:00PM
Online Virtual
Richard Myers
RICHARD MYERS, CPA, CA, CFP is a Tax and Estate Planner for Odlum Brown Financial Services Ltd, having previously worked as a Senior Tax manager for public practice accounting firms. He works primarily in domestic income tax and estate planning for private corporations and their shareholders, advising clients on personal, corporate, and trust income tax matters. Richard is a member of the Chartered Professional Accountants of BC, the Canadian Tax Foundation, and has completed all three levels of the Chartered Professional Accountants of Canada's In-Depth Tax Course.
Past
Nov 24, 2025
8:30AM - 4:30PM
Online Virtual
Jennifer Reid
Jennifer Reid Jennifer Reid, CPA, CGA, TEP is a Partner in People Advisory Services Tax at EY in Calgary. Jennifer specializes in assisting private clients with international tax and estate planning issues such as immigration and emigration, dual citizenship considerations, foreign inheritance and foreign investment and asset ownership. Jennifer also assists in designing meaningful executive compensation plans where cross border considerations are front of mind. Jennifer has practiced tax services in Calgary for over 16 years, with a focus on private companies and their owners, as well as trusts and estates. She has experience assisting clients in planning their estate, including considerations such as insurance, trust and probate planning, cross-border planning as well as in transitioning businesses to the next generation or new owners in a tax-efficient manner. Jennifer’s previous experience in Big Four and boutique tax groups, as well as unique experience gained in leading a wealth planning group at a financial institution, allows her to take a holistic approach to tax planning for entrepreneurial and high net worth clients.
Past
Nov 21, 2025
9:00AM - 5:00PM
Online Virtual
Kenneth Keung
Kenneth Keung, CPA, CA, brings nearly 24 years of extensive tax planning experience. His expertise spans the full spectrum of tax issues that matter to private businesses and their owners, including personal/corporate/partnership/trust taxation, internal reorganizations, business succession, M&A, trust and estate planning, and cross-border matters. Kenneth is an award-winning author of many published papers on taxation and has been deeply involved in the tax community including acting as Director of STEP Canada and Chair of its Tax Technical Committee; former Governor of the Canadian Tax Foundation; former Facilitator and Course Material Developer for the CPA Canada In-Depth Tax Program.
Past
Nov 19, 2025
9:00AM - 5:00PM
Online Virtual
Shane Schepens
SHANE SCHEPENS, CPA, CA is a tax partner with Clearline CPA. Shane provides income tax planning, reorganizations, and succession planning services for Canadian owner-managed businesses in various industries. Shane previously worked for a large international and a local mid-sized accounting firm before opening his own accounting and tax practice in Surrey, which operated for four years before merging with Clearline CPA. Shane performs a significant amount of consulting work with other public practitioners assisting them with their client’s tax compliance, planning and corporate restructuring needs.
Past
Oct 25, 2025
9:00AM - 5:00PM
Online Virtual
Jennifer Reid
Jennifer Reid Jennifer Reid, CPA, CGA, TEP is a Partner in People Advisory Services Tax at EY in Calgary. Jennifer specializes in assisting private clients with international tax and estate planning issues such as immigration and emigration, dual citizenship considerations, foreign inheritance and foreign investment and asset ownership. Jennifer also assists in designing meaningful executive compensation plans where cross border considerations are front of mind. Jennifer has practiced tax services in Calgary for over 16 years, with a focus on private companies and their owners, as well as trusts and estates. She has experience assisting clients in planning their estate, including considerations such as insurance, trust and probate planning, cross-border planning as well as in transitioning businesses to the next generation or new owners in a tax-efficient manner. Jennifer’s previous experience in Big Four and boutique tax groups, as well as unique experience gained in leading a wealth planning group at a financial institution, allows her to take a holistic approach to tax planning for entrepreneurial and high net worth clients.
Past
Oct 24, 2025
9:00AM - 5:00PM
Online Virtual
Kenneth Keung
Kenneth Keung, CPA, CA, brings nearly 24 years of extensive tax planning experience. His expertise spans the full spectrum of tax issues that matter to private businesses and their owners, including personal/corporate/partnership/trust taxation, internal reorganizations, business succession, M&A, trust and estate planning, and cross-border matters. Kenneth is an award-winning author of many published papers on taxation and has been deeply involved in the tax community including acting as Director of STEP Canada and Chair of its Tax Technical Committee; former Governor of the Canadian Tax Foundation; former Facilitator and Course Material Developer for the CPA Canada In-Depth Tax Program.
Past
Oct 20, 2025
9:00AM - 5:00PM
Online Virtual
Shane Schepens
SHANE SCHEPENS, CPA, CA is a tax partner with Clearline CPA. Shane provides income tax planning, reorganizations, and succession planning services for Canadian owner-managed businesses in various industries. Shane previously worked for a large international and a local mid-sized accounting firm before opening his own accounting and tax practice in Surrey, which operated for four years before merging with Clearline CPA. Shane performs a significant amount of consulting work with other public practitioners assisting them with their client’s tax compliance, planning and corporate restructuring needs.
Past
Mar 12, 2025
9:00AM - 5:00PM
Online Virtual
Richard Myers
RICHARD MYERS, CPA, CA, CFP is a Tax and Estate Planner for Odlum Brown Financial Services Ltd, having previously worked as a Senior Tax manager for public practice accounting firms. He works primarily in domestic income tax and estate planning for private corporations and their shareholders, advising clients on personal, corporate, and trust income tax matters. Richard is a member of the Chartered Professional Accountants of BC, the Canadian Tax Foundation, and has completed all three levels of the Chartered Professional Accountants of Canada's In-Depth Tax Course.
Past
Feb 10, 2025
9:00AM - 5:00PM
Online Virtual
Richard Myers
RICHARD MYERS, CPA, CA, CFP is a Tax and Estate Planner for Odlum Brown Financial Services Ltd, having previously worked as a Senior Tax manager for public practice accounting firms. He works primarily in domestic income tax and estate planning for private corporations and their shareholders, advising clients on personal, corporate, and trust income tax matters. Richard is a member of the Chartered Professional Accountants of BC, the Canadian Tax Foundation, and has completed all three levels of the Chartered Professional Accountants of Canada's In-Depth Tax Course.
Past
Jan 20, 2025
9:00AM - 5:00PM
Online Virtual
Shane Schepens
SHANE SCHEPENS, CPA, CA is a tax partner with Clearline CPA. Shane provides income tax planning, reorganizations, and succession planning services for Canadian owner-managed businesses in various industries. Shane previously worked for a large international and a local mid-sized accounting firm before opening his own accounting and tax practice in Surrey, which operated for four years before merging with Clearline CPA. Shane performs a significant amount of consulting work with other public practitioners assisting them with their client’s tax compliance, planning and corporate restructuring needs.
Past
Dec 14, 2024
9:00AM - 5:00PM
Online Virtual
Tom Morton
TOM MORTON, CPA, CA, has 30 years of experience as a Canadian income tax practitioner in public practice, including 17 years as a tax partner with Smythe LLP in Vancouver. Tom describes himself as an “income tax generalist”, having practical experience with most provisions of the Income Tax Act, but most particularly corporate reorganizations, deferred income plans and executive compensation planning. Tom retired as a partner from Smythe LLP in January 2022 but continues to do income tax consulting related to purchasing or sale of incorporated businesses and family succession.
Past
Dec 13, 2024
9:00AM - 5:00PM
Online Virtual
Jennifer Reid
Jennifer Reid Jennifer Reid, CPA, CGA, TEP is a Partner in People Advisory Services Tax at EY in Calgary. Jennifer specializes in assisting private clients with international tax and estate planning issues such as immigration and emigration, dual citizenship considerations, foreign inheritance and foreign investment and asset ownership. Jennifer also assists in designing meaningful executive compensation plans where cross border considerations are front of mind. Jennifer has practiced tax services in Calgary for over 16 years, with a focus on private companies and their owners, as well as trusts and estates. She has experience assisting clients in planning their estate, including considerations such as insurance, trust and probate planning, cross-border planning as well as in transitioning businesses to the next generation or new owners in a tax-efficient manner. Jennifer’s previous experience in Big Four and boutique tax groups, as well as unique experience gained in leading a wealth planning group at a financial institution, allows her to take a holistic approach to tax planning for entrepreneurial and high net worth clients.
Past
Dec 12, 2024
9:00AM - 5:00PM
Online Virtual
Tom Morton
TOM MORTON, CPA, CA, has 30 years of experience as a Canadian income tax practitioner in public practice, including 17 years as a tax partner with Smythe LLP in Vancouver. Tom describes himself as an “income tax generalist”, having practical experience with most provisions of the Income Tax Act, but most particularly corporate reorganizations, deferred income plans and executive compensation planning. Tom retired as a partner from Smythe LLP in January 2022 but continues to do income tax consulting related to purchasing or sale of incorporated businesses and family succession.
Past
Dec 9, 2024
9:00AM - 5:00PM
Online Virtual
Shane Schepens
SHANE SCHEPENS, CPA, CA is a tax partner with Clearline CPA. Shane provides income tax planning, reorganizations, and succession planning services for Canadian owner-managed businesses in various industries. Shane previously worked for a large international and a local mid-sized accounting firm before opening his own accounting and tax practice in Surrey, which operated for four years before merging with Clearline CPA. Shane performs a significant amount of consulting work with other public practitioners assisting them with their client’s tax compliance, planning and corporate restructuring needs.
Past
Nov 29, 2024
9:00AM - 5:00PM
Online Virtual
Jennifer Reid
Jennifer Reid Jennifer Reid, CPA, CGA, TEP is a Partner in People Advisory Services Tax at EY in Calgary. Jennifer specializes in assisting private clients with international tax and estate planning issues such as immigration and emigration, dual citizenship considerations, foreign inheritance and foreign investment and asset ownership. Jennifer also assists in designing meaningful executive compensation plans where cross border considerations are front of mind. Jennifer has practiced tax services in Calgary for over 16 years, with a focus on private companies and their owners, as well as trusts and estates. She has experience assisting clients in planning their estate, including considerations such as insurance, trust and probate planning, cross-border planning as well as in transitioning businesses to the next generation or new owners in a tax-efficient manner. Jennifer’s previous experience in Big Four and boutique tax groups, as well as unique experience gained in leading a wealth planning group at a financial institution, allows her to take a holistic approach to tax planning for entrepreneurial and high net worth clients.
Past
Nov 23, 2024
9:00AM - 5:00PM
Online Virtual
Tom Morton
TOM MORTON, CPA, CA, has 30 years of experience as a Canadian income tax practitioner in public practice, including 17 years as a tax partner with Smythe LLP in Vancouver. Tom describes himself as an “income tax generalist”, having practical experience with most provisions of the Income Tax Act, but most particularly corporate reorganizations, deferred income plans and executive compensation planning. Tom retired as a partner from Smythe LLP in January 2022 but continues to do income tax consulting related to purchasing or sale of incorporated businesses and family succession.
Past
Nov 14, 2024
9:00AM - 5:00PM
Online Virtual
Richard Myers
RICHARD MYERS, CPA, CA, CFP is a Tax and Estate Planner for Odlum Brown Financial Services Ltd, having previously worked as a Senior Tax manager for public practice accounting firms. He works primarily in domestic income tax and estate planning for private corporations and their shareholders, advising clients on personal, corporate, and trust income tax matters. Richard is a member of the Chartered Professional Accountants of BC, the Canadian Tax Foundation, and has completed all three levels of the Chartered Professional Accountants of Canada's In-Depth Tax Course.
Past
Nov 12, 2024
9:00AM - 5:00PM
Online Virtual
Richard Myers
RICHARD MYERS, CPA, CA, CFP is a Tax and Estate Planner for Odlum Brown Financial Services Ltd, having previously worked as a Senior Tax manager for public practice accounting firms. He works primarily in domestic income tax and estate planning for private corporations and their shareholders, advising clients on personal, corporate, and trust income tax matters. Richard is a member of the Chartered Professional Accountants of BC, the Canadian Tax Foundation, and has completed all three levels of the Chartered Professional Accountants of Canada's In-Depth Tax Course.
Past
Oct 28, 2024
9:00AM - 5:00PM
Online Virtual
Shane Schepens
SHANE SCHEPENS, CPA, CA is a tax partner with Clearline CPA. Shane provides income tax planning, reorganizations, and succession planning services for Canadian owner-managed businesses in various industries. Shane previously worked for a large international and a local mid-sized accounting firm before opening his own accounting and tax practice in Surrey, which operated for four years before merging with Clearline CPA. Shane performs a significant amount of consulting work with other public practitioners assisting them with their client’s tax compliance, planning and corporate restructuring needs.
Past
Oct 26, 2024
9:00AM - 5:00PM
Online Virtual
Tom Morton
TOM MORTON, CPA, CA, has 30 years of experience as a Canadian income tax practitioner in public practice, including 17 years as a tax partner with Smythe LLP in Vancouver. Tom describes himself as an “income tax generalist”, having practical experience with most provisions of the Income Tax Act, but most particularly corporate reorganizations, deferred income plans and executive compensation planning. Tom retired as a partner from Smythe LLP in January 2022 but continues to do income tax consulting related to purchasing or sale of incorporated businesses and family succession.
Past
Oct 18, 2024
9:00AM - 5:00PM
Online Virtual
Tom Morton
TOM MORTON, CPA, CA, has 30 years of experience as a Canadian income tax practitioner in public practice, including 17 years as a tax partner with Smythe LLP in Vancouver. Tom describes himself as an “income tax generalist”, having practical experience with most provisions of the Income Tax Act, but most particularly corporate reorganizations, deferred income plans and executive compensation planning. Tom retired as a partner from Smythe LLP in January 2022 but continues to do income tax consulting related to purchasing or sale of incorporated businesses and family succession.
Past

Improving Your Virtual Learning Experience

Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns. 

In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.

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Course Details
Cost
$425
Members
$425
Non-Members
Eligible Hours
7
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
10
Credits
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Taxation

Income Tax - Update 2025 (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
Course Details
Cost
$425
Members
$425
Non-Members
Eligible Hours
7
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
10
Credits

Overview

Providing a high-level summary of tax law changes in the past year, this seminar examines current changes and relevant issues in taxation that affect individuals and most businesses in the private sector.

Course Description

Learn how the current levels of personal and corporate tax rates affect and possibly change accepted tax planning techniques.

A review of the current integration of personal and corporate tax rates is provided. The proposals from the Federal Budget, as well as other sources of information from the Department of Finance and the Canada Revenue Agency (CRA), including news releases, draft legislation, CRA technical interpretations and tax cases, are discussed together with other particular subjects of current relevance and interest. Course coverage will be largely restricted to changes in the last year.

NOTE: Due to the nature of this course and the wide range of topics covered, none of the topics are covered with in-depth material. The intent is to provide knowledge and awareness of the recent tax changes. One or more of the topics may be covered in more detail in other available courses.

Applicable for

This seminar will be beneficial to those who need current information to advise clients, deal with the CRA, and who want to update their existing knowledge of income tax issues to incorporate developments in the past year. As the course focuses only on recent developments, it is best suited for members who take the course annually.

Learning Objectives

  • Provide relevant, current tax advice to clients and stakeholders
  • Prepare personal and corporate tax returns with knowledge of recent developments
  • Complete tax planning arrangements/positions taking into account current issues
  • Be confident that they are “up-to-date” with their tax knowledge

Content

  • Tax rate changes/integration
  • Update of rules dealing with the taxation of private companies, passive investment income, income splitting, small business deduction, etc.
  • Federal budget (2025) 
  • Taxation of employment income/benefits 
  • Business income/deductions 
  • Capital transactions and shareholder issues
  • Partnerships/trusts/charities & NPOs/deferred income plans 
  • International tax issues
  • CRA administrative matters and new matters
  • Provincial and territorial update including applicable provincial and territorial budgets

Course Dates & Registration

Feb 10, 2026
9:00AM - 5:00PM
Online Virtual
Jennifer Reid
Jennifer Reid Jennifer Reid, CPA, CGA, TEP is a Partner in People Advisory Services Tax at EY in Calgary. Jennifer specializes in assisting private clients with international tax and estate planning issues such as immigration and emigration, dual citizenship considerations, foreign inheritance and foreign investment and asset ownership. Jennifer also assists in designing meaningful executive compensation plans where cross border considerations are front of mind. Jennifer has practiced tax services in Calgary for over 16 years, with a focus on private companies and their owners, as well as trusts and estates. She has experience assisting clients in planning their estate, including considerations such as insurance, trust and probate planning, cross-border planning as well as in transitioning businesses to the next generation or new owners in a tax-efficient manner. Jennifer’s previous experience in Big Four and boutique tax groups, as well as unique experience gained in leading a wealth planning group at a financial institution, allows her to take a holistic approach to tax planning for entrepreneurial and high net worth clients.
Past
Jan 27, 2026
9:00AM - 5:00PM
Online Virtual
Jennifer Reid
Jennifer Reid Jennifer Reid, CPA, CGA, TEP is a Partner in People Advisory Services Tax at EY in Calgary. Jennifer specializes in assisting private clients with international tax and estate planning issues such as immigration and emigration, dual citizenship considerations, foreign inheritance and foreign investment and asset ownership. Jennifer also assists in designing meaningful executive compensation plans where cross border considerations are front of mind. Jennifer has practiced tax services in Calgary for over 16 years, with a focus on private companies and their owners, as well as trusts and estates. She has experience assisting clients in planning their estate, including considerations such as insurance, trust and probate planning, cross-border planning as well as in transitioning businesses to the next generation or new owners in a tax-efficient manner. Jennifer’s previous experience in Big Four and boutique tax groups, as well as unique experience gained in leading a wealth planning group at a financial institution, allows her to take a holistic approach to tax planning for entrepreneurial and high net worth clients.
Past
Jan 8, 2026
9:00AM - 5:00PM
Online Virtual
Jennifer Reid
Jennifer Reid Jennifer Reid, CPA, CGA, TEP is a Partner in People Advisory Services Tax at EY in Calgary. Jennifer specializes in assisting private clients with international tax and estate planning issues such as immigration and emigration, dual citizenship considerations, foreign inheritance and foreign investment and asset ownership. Jennifer also assists in designing meaningful executive compensation plans where cross border considerations are front of mind. Jennifer has practiced tax services in Calgary for over 16 years, with a focus on private companies and their owners, as well as trusts and estates. She has experience assisting clients in planning their estate, including considerations such as insurance, trust and probate planning, cross-border planning as well as in transitioning businesses to the next generation or new owners in a tax-efficient manner. Jennifer’s previous experience in Big Four and boutique tax groups, as well as unique experience gained in leading a wealth planning group at a financial institution, allows her to take a holistic approach to tax planning for entrepreneurial and high net worth clients.
Past
Dec 19, 2025
9:00AM - 5:00PM
Online Virtual
Kenneth Keung
Kenneth Keung, CPA, CA, brings nearly 24 years of extensive tax planning experience. His expertise spans the full spectrum of tax issues that matter to private businesses and their owners, including personal/corporate/partnership/trust taxation, internal reorganizations, business succession, M&A, trust and estate planning, and cross-border matters. Kenneth is an award-winning author of many published papers on taxation and has been deeply involved in the tax community including acting as Director of STEP Canada and Chair of its Tax Technical Committee; former Governor of the Canadian Tax Foundation; former Facilitator and Course Material Developer for the CPA Canada In-Depth Tax Program.
Past
Dec 8, 2025
9:00AM - 5:00PM
Online Virtual
Jennifer Reid
Jennifer Reid Jennifer Reid, CPA, CGA, TEP is a Partner in People Advisory Services Tax at EY in Calgary. Jennifer specializes in assisting private clients with international tax and estate planning issues such as immigration and emigration, dual citizenship considerations, foreign inheritance and foreign investment and asset ownership. Jennifer also assists in designing meaningful executive compensation plans where cross border considerations are front of mind. Jennifer has practiced tax services in Calgary for over 16 years, with a focus on private companies and their owners, as well as trusts and estates. She has experience assisting clients in planning their estate, including considerations such as insurance, trust and probate planning, cross-border planning as well as in transitioning businesses to the next generation or new owners in a tax-efficient manner. Jennifer’s previous experience in Big Four and boutique tax groups, as well as unique experience gained in leading a wealth planning group at a financial institution, allows her to take a holistic approach to tax planning for entrepreneurial and high net worth clients.
Past
Dec 5, 2025
8:30AM - 4:30PM
Online Virtual
Jennifer Reid
Jennifer Reid Jennifer Reid, CPA, CGA, TEP is a Partner in People Advisory Services Tax at EY in Calgary. Jennifer specializes in assisting private clients with international tax and estate planning issues such as immigration and emigration, dual citizenship considerations, foreign inheritance and foreign investment and asset ownership. Jennifer also assists in designing meaningful executive compensation plans where cross border considerations are front of mind. Jennifer has practiced tax services in Calgary for over 16 years, with a focus on private companies and their owners, as well as trusts and estates. She has experience assisting clients in planning their estate, including considerations such as insurance, trust and probate planning, cross-border planning as well as in transitioning businesses to the next generation or new owners in a tax-efficient manner. Jennifer’s previous experience in Big Four and boutique tax groups, as well as unique experience gained in leading a wealth planning group at a financial institution, allows her to take a holistic approach to tax planning for entrepreneurial and high net worth clients.
Past
Nov 28, 2025
9:00AM - 5:00PM
Online Virtual
Richard Myers
RICHARD MYERS, CPA, CA, CFP is a Tax and Estate Planner for Odlum Brown Financial Services Ltd, having previously worked as a Senior Tax manager for public practice accounting firms. He works primarily in domestic income tax and estate planning for private corporations and their shareholders, advising clients on personal, corporate, and trust income tax matters. Richard is a member of the Chartered Professional Accountants of BC, the Canadian Tax Foundation, and has completed all three levels of the Chartered Professional Accountants of Canada's In-Depth Tax Course.
Past
Nov 24, 2025
8:30AM - 4:30PM
Online Virtual
Jennifer Reid
Jennifer Reid Jennifer Reid, CPA, CGA, TEP is a Partner in People Advisory Services Tax at EY in Calgary. Jennifer specializes in assisting private clients with international tax and estate planning issues such as immigration and emigration, dual citizenship considerations, foreign inheritance and foreign investment and asset ownership. Jennifer also assists in designing meaningful executive compensation plans where cross border considerations are front of mind. Jennifer has practiced tax services in Calgary for over 16 years, with a focus on private companies and their owners, as well as trusts and estates. She has experience assisting clients in planning their estate, including considerations such as insurance, trust and probate planning, cross-border planning as well as in transitioning businesses to the next generation or new owners in a tax-efficient manner. Jennifer’s previous experience in Big Four and boutique tax groups, as well as unique experience gained in leading a wealth planning group at a financial institution, allows her to take a holistic approach to tax planning for entrepreneurial and high net worth clients.
Past
Nov 21, 2025
9:00AM - 5:00PM
Online Virtual
Kenneth Keung
Kenneth Keung, CPA, CA, brings nearly 24 years of extensive tax planning experience. His expertise spans the full spectrum of tax issues that matter to private businesses and their owners, including personal/corporate/partnership/trust taxation, internal reorganizations, business succession, M&A, trust and estate planning, and cross-border matters. Kenneth is an award-winning author of many published papers on taxation and has been deeply involved in the tax community including acting as Director of STEP Canada and Chair of its Tax Technical Committee; former Governor of the Canadian Tax Foundation; former Facilitator and Course Material Developer for the CPA Canada In-Depth Tax Program.
Past
Nov 19, 2025
9:00AM - 5:00PM
Online Virtual
Shane Schepens
SHANE SCHEPENS, CPA, CA is a tax partner with Clearline CPA. Shane provides income tax planning, reorganizations, and succession planning services for Canadian owner-managed businesses in various industries. Shane previously worked for a large international and a local mid-sized accounting firm before opening his own accounting and tax practice in Surrey, which operated for four years before merging with Clearline CPA. Shane performs a significant amount of consulting work with other public practitioners assisting them with their client’s tax compliance, planning and corporate restructuring needs.
Past
Oct 25, 2025
9:00AM - 5:00PM
Online Virtual
Jennifer Reid
Jennifer Reid Jennifer Reid, CPA, CGA, TEP is a Partner in People Advisory Services Tax at EY in Calgary. Jennifer specializes in assisting private clients with international tax and estate planning issues such as immigration and emigration, dual citizenship considerations, foreign inheritance and foreign investment and asset ownership. Jennifer also assists in designing meaningful executive compensation plans where cross border considerations are front of mind. Jennifer has practiced tax services in Calgary for over 16 years, with a focus on private companies and their owners, as well as trusts and estates. She has experience assisting clients in planning their estate, including considerations such as insurance, trust and probate planning, cross-border planning as well as in transitioning businesses to the next generation or new owners in a tax-efficient manner. Jennifer’s previous experience in Big Four and boutique tax groups, as well as unique experience gained in leading a wealth planning group at a financial institution, allows her to take a holistic approach to tax planning for entrepreneurial and high net worth clients.
Past
Oct 24, 2025
9:00AM - 5:00PM
Online Virtual
Kenneth Keung
Kenneth Keung, CPA, CA, brings nearly 24 years of extensive tax planning experience. His expertise spans the full spectrum of tax issues that matter to private businesses and their owners, including personal/corporate/partnership/trust taxation, internal reorganizations, business succession, M&A, trust and estate planning, and cross-border matters. Kenneth is an award-winning author of many published papers on taxation and has been deeply involved in the tax community including acting as Director of STEP Canada and Chair of its Tax Technical Committee; former Governor of the Canadian Tax Foundation; former Facilitator and Course Material Developer for the CPA Canada In-Depth Tax Program.
Past
Oct 20, 2025
9:00AM - 5:00PM
Online Virtual
Shane Schepens
SHANE SCHEPENS, CPA, CA is a tax partner with Clearline CPA. Shane provides income tax planning, reorganizations, and succession planning services for Canadian owner-managed businesses in various industries. Shane previously worked for a large international and a local mid-sized accounting firm before opening his own accounting and tax practice in Surrey, which operated for four years before merging with Clearline CPA. Shane performs a significant amount of consulting work with other public practitioners assisting them with their client’s tax compliance, planning and corporate restructuring needs.
Past
Mar 12, 2025
9:00AM - 5:00PM
Online Virtual
Richard Myers
RICHARD MYERS, CPA, CA, CFP is a Tax and Estate Planner for Odlum Brown Financial Services Ltd, having previously worked as a Senior Tax manager for public practice accounting firms. He works primarily in domestic income tax and estate planning for private corporations and their shareholders, advising clients on personal, corporate, and trust income tax matters. Richard is a member of the Chartered Professional Accountants of BC, the Canadian Tax Foundation, and has completed all three levels of the Chartered Professional Accountants of Canada's In-Depth Tax Course.
Past
Feb 10, 2025
9:00AM - 5:00PM
Online Virtual
Richard Myers
RICHARD MYERS, CPA, CA, CFP is a Tax and Estate Planner for Odlum Brown Financial Services Ltd, having previously worked as a Senior Tax manager for public practice accounting firms. He works primarily in domestic income tax and estate planning for private corporations and their shareholders, advising clients on personal, corporate, and trust income tax matters. Richard is a member of the Chartered Professional Accountants of BC, the Canadian Tax Foundation, and has completed all three levels of the Chartered Professional Accountants of Canada's In-Depth Tax Course.
Past
Jan 20, 2025
9:00AM - 5:00PM
Online Virtual
Shane Schepens
SHANE SCHEPENS, CPA, CA is a tax partner with Clearline CPA. Shane provides income tax planning, reorganizations, and succession planning services for Canadian owner-managed businesses in various industries. Shane previously worked for a large international and a local mid-sized accounting firm before opening his own accounting and tax practice in Surrey, which operated for four years before merging with Clearline CPA. Shane performs a significant amount of consulting work with other public practitioners assisting them with their client’s tax compliance, planning and corporate restructuring needs.
Past
Dec 14, 2024
9:00AM - 5:00PM
Online Virtual
Tom Morton
TOM MORTON, CPA, CA, has 30 years of experience as a Canadian income tax practitioner in public practice, including 17 years as a tax partner with Smythe LLP in Vancouver. Tom describes himself as an “income tax generalist”, having practical experience with most provisions of the Income Tax Act, but most particularly corporate reorganizations, deferred income plans and executive compensation planning. Tom retired as a partner from Smythe LLP in January 2022 but continues to do income tax consulting related to purchasing or sale of incorporated businesses and family succession.
Past
Dec 13, 2024
9:00AM - 5:00PM
Online Virtual
Jennifer Reid
Jennifer Reid Jennifer Reid, CPA, CGA, TEP is a Partner in People Advisory Services Tax at EY in Calgary. Jennifer specializes in assisting private clients with international tax and estate planning issues such as immigration and emigration, dual citizenship considerations, foreign inheritance and foreign investment and asset ownership. Jennifer also assists in designing meaningful executive compensation plans where cross border considerations are front of mind. Jennifer has practiced tax services in Calgary for over 16 years, with a focus on private companies and their owners, as well as trusts and estates. She has experience assisting clients in planning their estate, including considerations such as insurance, trust and probate planning, cross-border planning as well as in transitioning businesses to the next generation or new owners in a tax-efficient manner. Jennifer’s previous experience in Big Four and boutique tax groups, as well as unique experience gained in leading a wealth planning group at a financial institution, allows her to take a holistic approach to tax planning for entrepreneurial and high net worth clients.
Past
Dec 12, 2024
9:00AM - 5:00PM
Online Virtual
Tom Morton
TOM MORTON, CPA, CA, has 30 years of experience as a Canadian income tax practitioner in public practice, including 17 years as a tax partner with Smythe LLP in Vancouver. Tom describes himself as an “income tax generalist”, having practical experience with most provisions of the Income Tax Act, but most particularly corporate reorganizations, deferred income plans and executive compensation planning. Tom retired as a partner from Smythe LLP in January 2022 but continues to do income tax consulting related to purchasing or sale of incorporated businesses and family succession.
Past
Dec 9, 2024
9:00AM - 5:00PM
Online Virtual
Shane Schepens
SHANE SCHEPENS, CPA, CA is a tax partner with Clearline CPA. Shane provides income tax planning, reorganizations, and succession planning services for Canadian owner-managed businesses in various industries. Shane previously worked for a large international and a local mid-sized accounting firm before opening his own accounting and tax practice in Surrey, which operated for four years before merging with Clearline CPA. Shane performs a significant amount of consulting work with other public practitioners assisting them with their client’s tax compliance, planning and corporate restructuring needs.
Past
Nov 29, 2024
9:00AM - 5:00PM
Online Virtual
Jennifer Reid
Jennifer Reid Jennifer Reid, CPA, CGA, TEP is a Partner in People Advisory Services Tax at EY in Calgary. Jennifer specializes in assisting private clients with international tax and estate planning issues such as immigration and emigration, dual citizenship considerations, foreign inheritance and foreign investment and asset ownership. Jennifer also assists in designing meaningful executive compensation plans where cross border considerations are front of mind. Jennifer has practiced tax services in Calgary for over 16 years, with a focus on private companies and their owners, as well as trusts and estates. She has experience assisting clients in planning their estate, including considerations such as insurance, trust and probate planning, cross-border planning as well as in transitioning businesses to the next generation or new owners in a tax-efficient manner. Jennifer’s previous experience in Big Four and boutique tax groups, as well as unique experience gained in leading a wealth planning group at a financial institution, allows her to take a holistic approach to tax planning for entrepreneurial and high net worth clients.
Past
Nov 23, 2024
9:00AM - 5:00PM
Online Virtual
Tom Morton
TOM MORTON, CPA, CA, has 30 years of experience as a Canadian income tax practitioner in public practice, including 17 years as a tax partner with Smythe LLP in Vancouver. Tom describes himself as an “income tax generalist”, having practical experience with most provisions of the Income Tax Act, but most particularly corporate reorganizations, deferred income plans and executive compensation planning. Tom retired as a partner from Smythe LLP in January 2022 but continues to do income tax consulting related to purchasing or sale of incorporated businesses and family succession.
Past
Nov 14, 2024
9:00AM - 5:00PM
Online Virtual
Richard Myers
RICHARD MYERS, CPA, CA, CFP is a Tax and Estate Planner for Odlum Brown Financial Services Ltd, having previously worked as a Senior Tax manager for public practice accounting firms. He works primarily in domestic income tax and estate planning for private corporations and their shareholders, advising clients on personal, corporate, and trust income tax matters. Richard is a member of the Chartered Professional Accountants of BC, the Canadian Tax Foundation, and has completed all three levels of the Chartered Professional Accountants of Canada's In-Depth Tax Course.
Past
Nov 12, 2024
9:00AM - 5:00PM
Online Virtual
Richard Myers
RICHARD MYERS, CPA, CA, CFP is a Tax and Estate Planner for Odlum Brown Financial Services Ltd, having previously worked as a Senior Tax manager for public practice accounting firms. He works primarily in domestic income tax and estate planning for private corporations and their shareholders, advising clients on personal, corporate, and trust income tax matters. Richard is a member of the Chartered Professional Accountants of BC, the Canadian Tax Foundation, and has completed all three levels of the Chartered Professional Accountants of Canada's In-Depth Tax Course.
Past
Oct 28, 2024
9:00AM - 5:00PM
Online Virtual
Shane Schepens
SHANE SCHEPENS, CPA, CA is a tax partner with Clearline CPA. Shane provides income tax planning, reorganizations, and succession planning services for Canadian owner-managed businesses in various industries. Shane previously worked for a large international and a local mid-sized accounting firm before opening his own accounting and tax practice in Surrey, which operated for four years before merging with Clearline CPA. Shane performs a significant amount of consulting work with other public practitioners assisting them with their client’s tax compliance, planning and corporate restructuring needs.
Past
Oct 26, 2024
9:00AM - 5:00PM
Online Virtual
Tom Morton
TOM MORTON, CPA, CA, has 30 years of experience as a Canadian income tax practitioner in public practice, including 17 years as a tax partner with Smythe LLP in Vancouver. Tom describes himself as an “income tax generalist”, having practical experience with most provisions of the Income Tax Act, but most particularly corporate reorganizations, deferred income plans and executive compensation planning. Tom retired as a partner from Smythe LLP in January 2022 but continues to do income tax consulting related to purchasing or sale of incorporated businesses and family succession.
Past
Oct 18, 2024
9:00AM - 5:00PM
Online Virtual
Tom Morton
TOM MORTON, CPA, CA, has 30 years of experience as a Canadian income tax practitioner in public practice, including 17 years as a tax partner with Smythe LLP in Vancouver. Tom describes himself as an “income tax generalist”, having practical experience with most provisions of the Income Tax Act, but most particularly corporate reorganizations, deferred income plans and executive compensation planning. Tom retired as a partner from Smythe LLP in January 2022 but continues to do income tax consulting related to purchasing or sale of incorporated businesses and family succession.
Past

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