Taxation of Domestic Trusts - Advanced (On-Demand - CPA PRO)
Overview
This seminar covers tax issues surrounding family trusts, with a focus on complex tax planning opportunities and tax traps. Issues are discussed in both the inter vivos and testamentary context. The seminar will support participants to move from a compliance-based trusts practice to an advisory-based practice. The course highlights opportunities that may be available for trust structures as well as helps to identify issues with preparing returns.
Access expires 180 days from purchase date |
Course Description
Applicable for
Learning Objectives
- Identify tax and estate planning opportunities for clients with trusts or considering a trust
- Analyze the computation of trust income
- Explain issues and opportunities to clients
- Identify instances where additional planning is required to avoid tax traps
Content
- Non-tax reasons for a trust
- Tax traps
- Tax planning
- Estate planning
- Determining trust income
- Testamentary spousal trusts
- 21-year rule
- AMT issues
- Post-mortem tax planning
- Audit-proofing your client
Course Content Created: October 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 While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur.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
Anu Dogra, CPA, CAAbout 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
- 5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 7
- 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.
Taxation of Domestic Trusts - Advanced (On-Demand - CPA PRO)
- 5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 7
- Credits
Overview
This seminar covers tax issues surrounding family trusts, with a focus on complex tax planning opportunities and tax traps. Issues are discussed in both the inter vivos and testamentary context. The seminar will support participants to move from a compliance-based trusts practice to an advisory-based practice. The course highlights opportunities that may be available for trust structures as well as helps to identify issues with preparing returns.
Access expires 180 days from purchase date |
Course Description
Applicable for
Learning Objectives
- Identify tax and estate planning opportunities for clients with trusts or considering a trust
- Analyze the computation of trust income
- Explain issues and opportunities to clients
- Identify instances where additional planning is required to avoid tax traps
Content
- Non-tax reasons for a trust
- Tax traps
- Tax planning
- Estate planning
- Determining trust income
- Testamentary spousal trusts
- 21-year rule
- AMT issues
- Post-mortem tax planning
- Audit-proofing your client
Course Content Created: October 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
Anu Dogra, CPA, CAAbout 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
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.