Back to Search
Taxation

Corporate Tax - RDTOH, CDA and Other Tax Accounts (On-Demand - CPA PRO)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar
You are currently viewing the description and registration page for the Online On-Demand delivery format. To view and register for other available formats, click on your selection below.
Other Available Formats

Overview

Tax planners are confronted with a multitude of tax accounts that need to be considered in conjunction with each other This seminar provides a detailed review of the key tax accounts for CCPCs and examines tax planning processes in the case of multiple tax accounts.

 
Access expires 180 days from purchase date

Course Description

Integration is an important part of Canada’s Income tax system for private corporations and the notional tax pools reviewed in this course are integral to the concept of integration. This course will provide a common framework for considering GRIP, refundable tax pools, LRIP and CDA. The focus of this course is applying an understanding of these pools to effective tax planning. The seminar includes mini cases that demonstrate complex issues involving multiple tax accounts.

Applicable for

Although all tax practitioners may benefit from this session, this seminar targets professionals involved in tax planning for CCPCs and their shareholders.

Learning Objectives

  • Describe the key attributes that need to be considered for the various notional tax pools
  • Explain how to calculate the balance for GRIP, ERDTOH, NERDTOH, and CDA
  • Develop an annual tax plan that makes use of the notional tax pools
  • Describe how transactions that impact one pool might impact other pools

Content

  • Basic considerations for all tax accounts
  • GRIP, LRIP, ERDTOH, NERDTOH and CDA – how to calculate and the impact each has on tax planning and transactions
  • Loss carrybacks and the impact on each account
  • Tax integration and planning considerations
  • Practical overview in the completion of tax schedules and elections

Course Content Created: August 2025

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 While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur.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

Jennifer Reid, CPA, CGA, TEP

About This Product

On-Demand Courses by CPA PRO are either video recordings from live seminars, or video recordings produced specifically for the on-demand audience. Slides and any corresponding handout materials are included where available.These titles are eligible for Verifiable CPD Hours – in order to claim these hours as verifiable, you will be required to successfully complete a short quiz. You will be able to print or save your electronic certificate of completion.

Note that some courses comprise both formal instruction and self-directed exercises. In such cases, participants must complete both components to claim full CPD hours, or must reduce their reported CPD hours accordingly.

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

How to get started

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.

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
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
PLDP Wordmark
Course Details
Cost
$210
Members
$235
Non-Members
Eligible Hours
3.5
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
5
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

Corporate Tax - RDTOH, CDA and Other Tax Accounts (On-Demand - CPA PRO)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar
You are currently viewing the description and registration page for the Online On-Demand delivery format. To view and register for other available formats, click on your selection below.
Other Available Formats
Course Details
Cost
$210
Members
$235
Non-Members
Eligible Hours
3.5
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
5
Credits

Overview

Tax planners are confronted with a multitude of tax accounts that need to be considered in conjunction with each other This seminar provides a detailed review of the key tax accounts for CCPCs and examines tax planning processes in the case of multiple tax accounts.

 
Access expires 180 days from purchase date

Course Description

Integration is an important part of Canada’s Income tax system for private corporations and the notional tax pools reviewed in this course are integral to the concept of integration. This course will provide a common framework for considering GRIP, refundable tax pools, LRIP and CDA. The focus of this course is applying an understanding of these pools to effective tax planning. The seminar includes mini cases that demonstrate complex issues involving multiple tax accounts.

Applicable for

Although all tax practitioners may benefit from this session, this seminar targets professionals involved in tax planning for CCPCs and their shareholders.

Learning Objectives

  • Describe the key attributes that need to be considered for the various notional tax pools
  • Explain how to calculate the balance for GRIP, ERDTOH, NERDTOH, and CDA
  • Develop an annual tax plan that makes use of the notional tax pools
  • Describe how transactions that impact one pool might impact other pools

Content

  • Basic considerations for all tax accounts
  • GRIP, LRIP, ERDTOH, NERDTOH and CDA – how to calculate and the impact each has on tax planning and transactions
  • Loss carrybacks and the impact on each account
  • Tax integration and planning considerations
  • Practical overview in the completion of tax schedules and elections

Course Content Created: August 2025

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

Jennifer Reid, CPA, CGA, TEP

About This Product

On-Demand Courses by CPA PRO are either video recordings from live seminars, or video recordings produced specifically for the on-demand audience. Slides and any corresponding handout materials are included where available.These titles are eligible for Verifiable CPD Hours – in order to claim these hours as verifiable, you will be required to successfully complete a short quiz. You will be able to print or save your electronic certificate of completion.

Note that some courses comprise both formal instruction and self-directed exercises. In such cases, participants must complete both components to claim full CPD hours, or must reduce their reported CPD hours accordingly.

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

How to get started

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.

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
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