Personal Tax Planning - Investment Income (Live Webinar)
Former Title: Previously part of Personal Tax - Review of Tax Planning
Overview
This course provides a high-level overview of personal tax planning considerations related to investment and capital transactions.
ADVISORY
This course was previously part of Personal 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 Personal 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 Personal Tax – Review of Tax Planning course remains available in On-Demand format.
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Course Description
Applicable for
- Professionals involved in personal tax who want a structured refresher on planning concepts.
- Practitioners supporting individuals, family trusts, and owner-managers seeking up-to-date, practical guidance.
Learning Objectives
- Evaluate planning opportunities for individuals with investment income and how to minimize taxes within a group of related parties.
Content
- Investment and capital transactions
- Income from property
- Capital gains and losses
- Adjusted cost base
- Reserve where proceeds not due
- Bad debts/shares in bankrupt corporations
- Interrelationship of loss on debt rules
- Denial of capital loss
- S.68 - Reasonable allocation
- S.69 Inadequate considerations
- Various inter-family rollovers
- Various rollover transfers to corporations or partnerships
- Capital gains deferral – eligible small business investments
- Principal residence
- Personal use property (“PUP”)
- Listed personal property
- Change of use rules
- Deemed disposition on death
- Deemed disposition on ceasing to be a Canadian resident
- Capital gains exemption
- Canadian entrepreneurs incentive
Note: This course does not review the detailed preparation of a personal tax return.
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. 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.
- 1.5
- 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.
Personal Tax Planning - Investment Income (Live Webinar)
Former Title: Previously part of Personal Tax - Review of Tax Planning
- 1.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- Credits
Overview
This course provides a high-level overview of personal tax planning considerations related to investment and capital transactions.
ADVISORY
This course was previously part of Personal 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 Personal 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 Personal Tax – Review of Tax Planning course remains available in On-Demand format.
|
|
Course Description
Applicable for
- Professionals involved in personal tax who want a structured refresher on planning concepts.
- Practitioners supporting individuals, family trusts, and owner-managers seeking up-to-date, practical guidance.
Learning Objectives
- Evaluate planning opportunities for individuals with investment income and how to minimize taxes within a group of related parties.
Content
- Investment and capital transactions
- Income from property
- Capital gains and losses
- Adjusted cost base
- Reserve where proceeds not due
- Bad debts/shares in bankrupt corporations
- Interrelationship of loss on debt rules
- Denial of capital loss
- S.68 - Reasonable allocation
- S.69 Inadequate considerations
- Various inter-family rollovers
- Various rollover transfers to corporations or partnerships
- Capital gains deferral – eligible small business investments
- Principal residence
- Personal use property (“PUP”)
- Listed personal property
- Change of use rules
- Deemed disposition on death
- Deemed disposition on ceasing to be a Canadian resident
- Capital gains exemption
- Canadian entrepreneurs incentive
Note: This course does not review the detailed preparation of a personal tax return.
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. 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.