Personal Tax Planning - Employment Income & Registered Plans (On-Demand - CPA PRO)
Overview
This course provides a focused refresher on personal tax planning, emphasizing employment income and the strategic use of tax-deferred savings vehicles. Participants will strengthen their understanding of key areas such as taxable benefits, common deductions, and planning opportunities related to registered plans including RRSPs, TFSAs, RESPs, RDSPs, and FHSAs. Through practical examples and applied discussions, the course highlights current rules and anti-avoidance considerations to help translate technical concepts into effective, real-world planning strategies for individuals and owner-managed contexts.
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.
Access expires 180 days from purchase date |
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
By the end of this course, participants should be able to:
- Identify what employment income includes and the related deductions together with planning for use of tax deferred plans
Content
Topics include:
- Employee vs self-employed
- Employment income planning
- Taxable and non-taxable benefits
- Taxation of allowances, automobile benefits
- Employee loans
- Stock option issues
- Deductions from employment income
- Registered plans and savings, RRSP/RRIF, spousal RRSP, TFSA, RESP, RDSP, FHSA, HBP/LLP mechanics, and anti-avoidance highlights.
- Note: this course does not review the detailed preparation of a personal tax return.
Course Content Created: August 2026
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 While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur.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
Julie Swanson, CPA, CA, TEPAbout 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
After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.
Course Dates & Registration
- 3
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 5
- 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 - Employment Income & Registered Plans (On-Demand - CPA PRO)
- 3
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 5
- Credits
Overview
This course provides a focused refresher on personal tax planning, emphasizing employment income and the strategic use of tax-deferred savings vehicles. Participants will strengthen their understanding of key areas such as taxable benefits, common deductions, and planning opportunities related to registered plans including RRSPs, TFSAs, RESPs, RDSPs, and FHSAs. Through practical examples and applied discussions, the course highlights current rules and anti-avoidance considerations to help translate technical concepts into effective, real-world planning strategies for individuals and owner-managed contexts.
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.
Access expires 180 days from purchase date |
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
By the end of this course, participants should be able to:
- Identify what employment income includes and the related deductions together with planning for use of tax deferred plans
Content
Topics include:
- Employee vs self-employed
- Employment income planning
- Taxable and non-taxable benefits
- Taxation of allowances, automobile benefits
- Employee loans
- Stock option issues
- Deductions from employment income
- Registered plans and savings, RRSP/RRIF, spousal RRSP, TFSA, RESP, RDSP, FHSA, HBP/LLP mechanics, and anti-avoidance highlights.
- Note: this course does not review the detailed preparation of a personal tax return.
Course Content Created: August 2026
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
Julie Swanson, CPA, CA, TEPAbout 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
After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.
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.