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. 

• 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.

• Calculate taxable income and explain key drivers across common income and deduction categories. 

• Income from business 
• Business vs. property distinctions 
• Business vs. capital gains 
• Business/Property loss versus personal or living expenses 
• Interest expense 
• Restrictive covenants 
• Shareholder transactions 
• Rental Income 
• Calculation of Farming/Fishing income 
• Loan & shareholder issues 
• Family & support payments  
• Income inclusions: annuities; social assistance/WCB; employment insurance; scholarships; research grants; prizes; indirect payments; transferred income rights  
• Deductions & credits: moving expenses; legal/pension/retiring allowance expenses; disability supports; CPP/QPP (self-employed); stock option deduction; northern residents deduction  
• Loss utilization: use of losses; tax planning for losses 

Note: This course does not review the detailed preparation of a personal tax return.

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.