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Taxation

Personal Tax Planning - Employment Income and Registered Plans (Live Webinar)

Former Title: Previously part of Personal Tax - Review of Tax Planning

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
NEW SEMINAR

Overview

This course provides a focused refresher on personal tax planning, emphasizing employment income and the strategic use of tax-deferred savings vehicles.

This course provides a high-level overview of personal tax planning considerations related to investment and capital transactions.

 

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. 

 


This live virtual seminar is offered in collaboration with CPA Western Provinces. The content is applicable to all participants. BC registrants can access the course materials and virtual meeting link through CPABC's Learning Management System (LMS) as usual. Please note that this virtual seminar will be hosted by CPA Alberta. The seminar times noted here are already adjusted to BC time. If you have questions, please contact pdreg@bccpa.ca.

 

Course Description

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. 

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

  • Identify what employment income includes and the related deductions together with planning for use of tax deferred plans.

Content

  • 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 Dates & Registration

Dec 9, 2026
8:00AM - 11:00AM
Online Virtual
Drew McDonald
Drew McDonald has been instructing and practicing taxation for the last 40 years in diverse areas such as international, domestic, GST. His experience in these areas allows him to give a unique perspective to some areas of taxation. His focus is on planning for the future and minimizing the negative effects and accentuating the positive taxation effects in small business and individual planning.
Available
Register Now
Course Code: T62514A_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
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Course Details
Cost
$210
Members
$235
Non-Members
Eligible Hours
3
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
5
Credits
Prerequisites
Prerequisites
  • Personal Tax – Compliance and Planning in T1 Preparation or equivalent experience preparing personal returns. 
  • Recent hands-on exposure to personal tax planning. 
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

Personal Tax Planning - Employment Income and Registered Plans (Live Webinar)

Former Title: Previously part of Personal Tax - Review of Tax Planning

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
NEW SEMINAR
Course Details
Cost
$210
Members
$235
Non-Members
Eligible Hours
3
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
5
Credits
Prerequisites
Prerequisites
  • Personal Tax – Compliance and Planning in T1 Preparation or equivalent experience preparing personal returns. 
  • Recent hands-on exposure to personal tax planning. 

Overview

This course provides a focused refresher on personal tax planning, emphasizing employment income and the strategic use of tax-deferred savings vehicles.

This course provides a high-level overview of personal tax planning considerations related to investment and capital transactions.

 

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. 

 


This live virtual seminar is offered in collaboration with CPA Western Provinces. The content is applicable to all participants. BC registrants can access the course materials and virtual meeting link through CPABC's Learning Management System (LMS) as usual. Please note that this virtual seminar will be hosted by CPA Alberta. The seminar times noted here are already adjusted to BC time. If you have questions, please contact pdreg@bccpa.ca.

 

Course Description

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. 

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

  • Identify what employment income includes and the related deductions together with planning for use of tax deferred plans.

Content

  • 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 Dates & Registration

Dec 9, 2026
8:00AM - 11:00AM
Online Virtual
Drew McDonald
Drew McDonald has been instructing and practicing taxation for the last 40 years in diverse areas such as international, domestic, GST. His experience in these areas allows him to give a unique perspective to some areas of taxation. His focus is on planning for the future and minimizing the negative effects and accentuating the positive taxation effects in small business and individual planning.
Available
Register Now
Course Code: T62514A_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. 

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