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Taxation

Personal Tax - Update 2026 (Live Webinar)

Former Title: Previously part of Income Tax - Update

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
NEW SEMINAR

Overview

Participants will receive a concise, practice-ready update on recent personal tax changes, including rate updates, new and modified federal measures, key CRA interpretations, case law developments, and selected provincial and territorial impacts. 

 


ADVISORY: Income Tax - Update - formerly a one-day course - has now been split into Corporate Tax - Update (covering legislation arising from Federal Budget 2025), and Personal Tax - Update (covering updates from Federal Budget Fall 2026).

 

Course Description

The course emphasizes how current rules affect compliance, planning, and communication with individuals, owner-managers in their personal capacity, and other stakeholders. 

Advisory: Due to the nature of this course and the wide range of topics covered, none of the topics are covered with in-depth material. The intent is to provide knowledge and awareness of the recent tax changes. One or more of the topics may be covered in more detail in other available courses.

Applicable for

  • Practitioners and finance professionals who need current personal tax developments to advise individuals, prepare personal returns, and address CRA interactions.

Learning Objectives

  • Interpret current personal tax rate and credit changes and identify planning implications for individuals.
  • Apply recent federal legislative updates and CRA administrative guidance affecting employment income/benefits, deductions, and common individual filings.
  • Recognize how selected court decisions and CRA positions influence personal tax positions, documentation, and risk management.
  • Incorporate relevant provincial/territorial personal tax updates when advising or preparing returns.
  • Identify emerging issues that warrant deeper research or specialist referral to maintain up-to-date personal tax advice.

Content

  • Rates, credits, and calculations: highlights of current federal brackets and credits; selected provincial/territorial personal measures.
  • Employment matters: updates on taxable benefits/allowances and slip preparation considerations.
  • Deductions and common individual issues: changes impacting expenses and personal filings, with practical compliance touchpoints.
  • Selected case law and CRA interpretations: key takeaways affecting eligibility, documentation, and audit risk for personal taxpayers.
  • What’s new this year: budget-driven measures and outstanding proposals relevant to individuals; items likely to influence the upcoming filing season. 

Course Dates & Registration

Jan 20, 2027
9:00AM - 12:30PM
Online Virtual
Shane Schepens
SHANE SCHEPENS, CPA, CA is a tax partner with Clearline CPA. Shane provides income tax planning, reorganizations, and succession planning services for Canadian owner-managed businesses in various industries. Shane previously worked for a large international and a local mid-sized accounting firm before opening his own accounting and tax practice in Surrey, which operated for four years before merging with Clearline CPA. Shane performs a significant amount of consulting work with other public practitioners assisting them with their client’s tax compliance, planning and corporate restructuring needs.
Full
Add me to Waitlist
Course Code: T62552A_OL
Feb 10, 2027
9:00AM - 12:30PM
Online Virtual
Shane Schepens
SHANE SCHEPENS, CPA, CA is a tax partner with Clearline CPA. Shane provides income tax planning, reorganizations, and succession planning services for Canadian owner-managed businesses in various industries. Shane previously worked for a large international and a local mid-sized accounting firm before opening his own accounting and tax practice in Surrey, which operated for four years before merging with Clearline CPA. Shane performs a significant amount of consulting work with other public practitioners assisting them with their client’s tax compliance, planning and corporate restructuring needs.
Full
Add me to Waitlist
Course Code: T62552B_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. 

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
Not applicable
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

Personal Tax - Update 2026 (Live Webinar)

Former Title: Previously part of Income Tax - Update

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
NEW SEMINAR
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
Not applicable

Overview

Participants will receive a concise, practice-ready update on recent personal tax changes, including rate updates, new and modified federal measures, key CRA interpretations, case law developments, and selected provincial and territorial impacts. 

 


ADVISORY: Income Tax - Update - formerly a one-day course - has now been split into Corporate Tax - Update (covering legislation arising from Federal Budget 2025), and Personal Tax - Update (covering updates from Federal Budget Fall 2026).

 

Course Description

The course emphasizes how current rules affect compliance, planning, and communication with individuals, owner-managers in their personal capacity, and other stakeholders. 

Advisory: Due to the nature of this course and the wide range of topics covered, none of the topics are covered with in-depth material. The intent is to provide knowledge and awareness of the recent tax changes. One or more of the topics may be covered in more detail in other available courses.

Applicable for

  • Practitioners and finance professionals who need current personal tax developments to advise individuals, prepare personal returns, and address CRA interactions.

Learning Objectives

  • Interpret current personal tax rate and credit changes and identify planning implications for individuals.
  • Apply recent federal legislative updates and CRA administrative guidance affecting employment income/benefits, deductions, and common individual filings.
  • Recognize how selected court decisions and CRA positions influence personal tax positions, documentation, and risk management.
  • Incorporate relevant provincial/territorial personal tax updates when advising or preparing returns.
  • Identify emerging issues that warrant deeper research or specialist referral to maintain up-to-date personal tax advice.

Content

  • Rates, credits, and calculations: highlights of current federal brackets and credits; selected provincial/territorial personal measures.
  • Employment matters: updates on taxable benefits/allowances and slip preparation considerations.
  • Deductions and common individual issues: changes impacting expenses and personal filings, with practical compliance touchpoints.
  • Selected case law and CRA interpretations: key takeaways affecting eligibility, documentation, and audit risk for personal taxpayers.
  • What’s new this year: budget-driven measures and outstanding proposals relevant to individuals; items likely to influence the upcoming filing season. 

Course Dates & Registration

Jan 20, 2027
9:00AM - 12:30PM
Online Virtual
Shane Schepens
SHANE SCHEPENS, CPA, CA is a tax partner with Clearline CPA. Shane provides income tax planning, reorganizations, and succession planning services for Canadian owner-managed businesses in various industries. Shane previously worked for a large international and a local mid-sized accounting firm before opening his own accounting and tax practice in Surrey, which operated for four years before merging with Clearline CPA. Shane performs a significant amount of consulting work with other public practitioners assisting them with their client’s tax compliance, planning and corporate restructuring needs.
Full
Add me to Waitlist
Course Code: T62552A_OL
Feb 10, 2027
9:00AM - 12:30PM
Online Virtual
Shane Schepens
SHANE SCHEPENS, CPA, CA is a tax partner with Clearline CPA. Shane provides income tax planning, reorganizations, and succession planning services for Canadian owner-managed businesses in various industries. Shane previously worked for a large international and a local mid-sized accounting firm before opening his own accounting and tax practice in Surrey, which operated for four years before merging with Clearline CPA. Shane performs a significant amount of consulting work with other public practitioners assisting them with their client’s tax compliance, planning and corporate restructuring needs.
Full
Add me to Waitlist
Course Code: T62552B_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.