This course provides a high-level refresher on personal tax, highlighting recent legislative developments, process for changing legislation, determination of residence of an individual, liability to pay taxes in Canada, ceasing to be a resident of Canada, types of Canadian taxes, and compliance requirements. The course also emphasizes the importance of administrative rules and risk considerations, equipping participants to approach personal tax planning with greater confidence and clarity.

• 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. 

• Identify changes to personal tax  
• Understand when you cease to be a resident in Canada and the tax implications; 
• Types of income taxable in Canada and when an individual is required to pay taxes in Canada; 
• Integrate administrative rules (filing, assessments, penalties, disclosure) into planning recommendations to reduce risk and improve execution. 

• Highlights of recent personal tax changes 
• Tax research 
• Legislative change process 
• Liability for tax
• Determination of residency 
• Types of Canadian taxes 
• Application of GAAR and key administrative rules 

Note: This course does not review the detailed preparation of a personal tax return. 

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.