Corporate Tax Planning - Incorporating a Business and Future Considerations (Live Webinar)
Former Title: Previously part of Corporate Tax - Review of Tax Planning
Overview
This course provides a refresher on key corporate tax planning considerations for private corporations, with a focus on incorporation and owner-manager strategies.
ADVISORY
This course was previously part of Corporate Tax – Review of Tax Planning, which has since been divided into standalone courses. This modularization approach allows members to choose only the content most relevant to their needs. Here are all the courses that were split from Corporate Tax - Review of Tax Planning. Please note that availability of offerings may vary throughout the year, and some courses are available only in On-Demand format.
For members who require the complete curriculum, the full Corporate Tax – Review of Tax Planning course remains available in On-Demand format.
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Course Description
Applicable for
- Practitioners focused on private-company corporate tax who want a structured, practice-oriented review.
- Professionals seeking to refresh core planning concepts across reorganizations, transactions, and owner-manager matters.
Content
- Incorporating a business
- Section 85 rollovers
- Share attributes
- PUC adjustments, partnership rollover, price-adjustment clauses, and traps.
- Owner-manager remuneration planning
- Shareholder transactions
- Loans to shareholders,
- TOSI, EPSPs, EOTs, and capital dividends
NOTE: This course does not cover the preparation of corporate tax returns.
Course Dates & Registration
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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.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.
Live Webinar FAQs can be found here.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
- 2
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- Credits
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.
Corporate Tax Planning - Incorporating a Business and Future Considerations (Live Webinar)
Former Title: Previously part of Corporate Tax - Review of Tax Planning
- 2
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- Credits
Overview
This course provides a refresher on key corporate tax planning considerations for private corporations, with a focus on incorporation and owner-manager strategies.
ADVISORY
This course was previously part of Corporate Tax – Review of Tax Planning, which has since been divided into standalone courses. This modularization approach allows members to choose only the content most relevant to their needs. Here are all the courses that were split from Corporate Tax - Review of Tax Planning. Please note that availability of offerings may vary throughout the year, and some courses are available only in On-Demand format.
For members who require the complete curriculum, the full Corporate Tax – Review of Tax Planning course remains available in On-Demand format.
|
|
Course Description
Applicable for
- Practitioners focused on private-company corporate tax who want a structured, practice-oriented review.
- Professionals seeking to refresh core planning concepts across reorganizations, transactions, and owner-manager matters.
Content
- Incorporating a business
- Section 85 rollovers
- Share attributes
- PUC adjustments, partnership rollover, price-adjustment clauses, and traps.
- Owner-manager remuneration planning
- Shareholder transactions
- Loans to shareholders,
- TOSI, EPSPs, EOTs, and capital dividends
NOTE: This course does not cover the preparation of corporate tax returns.
Course Dates & Registration
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.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.
Live Webinar FAQs can be found here.
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
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.