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Taxation

Income Tax - Advanced and Emerging Issues in Investment Income (Live Webinar)

Former Title: Income Tax - Investment Income

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

Overview

This course provides a practical overview of investment income reporting for income tax purposes, focusing on the distinctions between income and capital, timing of recognition, and the tax treatment of increasingly complex investment products. Participants will learn how to navigate issues arising from derivatives, cryptocurrency, foreign currency transactions, and other modern investments to ensure accurate and compliant tax reporting.

 


This live virtual seminar is offered in collaboration with CPA Western Provinces. The content is applicable to all participants.

 

Applicable for

  • Practitioners and financial professionals responsible for calculating and reporting investment income for income tax purposes. 

Learning Objectives

  • Analyze the distinction between income and capital and apply it to a variety of investment transactions. 
  • Identify timing issues for income and capital gain recognition. 
  • Describe the tax implications of short sales, including income vs. capital treatment. 
  • Report transactions involving options, including writing, exercising, and closing out positions. 
  • Apply basic foreign currency reporting concepts and identify unique considerations. 
  • Recognize tax issues associated with cryptocurrency and other evolving investment products. 

Content

  • Income vs. capital distinctions and related tax considerations. 
  • Timing of income and capital gain recognition. 
  • Short sales and related tax implications. 
  • Transactions involving options and synthetic dispositions. 
  • Cryptocurrency fundamentals, tax issues, and related compliance considerations. 
  • Foreign income, foreign dividends, foreign spin-offs, and other advanced cross border issues. 
  • Additional transactions such as forward contracts, foreign exchange considerations, and straddle transactions. 

Course Dates & Registration

Dec 2, 2026
9:00AM - 12:30PM
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.
Available
Register Now
Course Code: T62026B_OL
Mar 3, 2027
9:00AM - 12:30PM
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.
Available
Register Now
Course Code: T62026C_OL
Aug 11, 2026
8:30AM - 12:00PM
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
Course Code: T62026A_OL
Feb 9, 2026
9:00AM - 12:30PM
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
Course Code: T52026C_OL
Oct 27, 2025
9:00AM - 12:30PM
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
Course Code: T52026B_OL
Aug 26, 2025
9:00AM - 12:30PM
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
Course Code: T52026A_OL
Feb 18, 2025
9:00AM - 12:30PM
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
Course Code: T42026C_OL
Dec 11, 2024
9:00AM - 12:30PM
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
Course Code: T42026B_OL

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. 

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
Prerequisites
Prerequisites
  • Participants should have a moderate understanding of common investment products. Prior tax knowledge is helpful but not required; the course covers advanced investment transactions and their tax implications.  
Interested in similar content?
Credit Card Fee

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

Income Tax - Advanced and Emerging Issues in Investment Income (Live Webinar)

Former Title: Income Tax - Investment Income

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
You are currently viewing the description and registration page for the Online Virtual delivery format. To view and register for other available formats, click on your selection below.
Other Available Formats
In Person
Course Details
Cost
$210
Members
$235
Non-Members
Eligible Hours
3.5
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
5
Credits
Prerequisites
Prerequisites
  • Participants should have a moderate understanding of common investment products. Prior tax knowledge is helpful but not required; the course covers advanced investment transactions and their tax implications.  

Overview

This course provides a practical overview of investment income reporting for income tax purposes, focusing on the distinctions between income and capital, timing of recognition, and the tax treatment of increasingly complex investment products. Participants will learn how to navigate issues arising from derivatives, cryptocurrency, foreign currency transactions, and other modern investments to ensure accurate and compliant tax reporting.

 


This live virtual seminar is offered in collaboration with CPA Western Provinces. The content is applicable to all participants.

 

Applicable for

  • Practitioners and financial professionals responsible for calculating and reporting investment income for income tax purposes. 

Learning Objectives

  • Analyze the distinction between income and capital and apply it to a variety of investment transactions. 
  • Identify timing issues for income and capital gain recognition. 
  • Describe the tax implications of short sales, including income vs. capital treatment. 
  • Report transactions involving options, including writing, exercising, and closing out positions. 
  • Apply basic foreign currency reporting concepts and identify unique considerations. 
  • Recognize tax issues associated with cryptocurrency and other evolving investment products. 

Content

  • Income vs. capital distinctions and related tax considerations. 
  • Timing of income and capital gain recognition. 
  • Short sales and related tax implications. 
  • Transactions involving options and synthetic dispositions. 
  • Cryptocurrency fundamentals, tax issues, and related compliance considerations. 
  • Foreign income, foreign dividends, foreign spin-offs, and other advanced cross border issues. 
  • Additional transactions such as forward contracts, foreign exchange considerations, and straddle transactions. 

Course Dates & Registration

Dec 2, 2026
9:00AM - 12:30PM
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.
Available
Register Now
Course Code: T62026B_OL
Mar 3, 2027
9:00AM - 12:30PM
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.
Available
Register Now
Course Code: T62026C_OL
Aug 11, 2026
8:30AM - 12:00PM
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
Course Code: T62026A_OL
Feb 9, 2026
9:00AM - 12:30PM
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
Course Code: T52026C_OL
Oct 27, 2025
9:00AM - 12:30PM
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
Course Code: T52026B_OL
Aug 26, 2025
9:00AM - 12:30PM
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
Course Code: T52026A_OL
Feb 18, 2025
9:00AM - 12:30PM
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
Course Code: T42026C_OL
Dec 11, 2024
9:00AM - 12:30PM
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
Course Code: T42026B_OL

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. 

Interested in similar content?
Credit Card Fee

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