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Taxation
Income Tax - Advanced Planning Strategies (Live Webinar - Multi Segment)
DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
You are currently viewing the description and registration page for the
Online Virtual
delivery format. To view and register for other available formats, click on your selection below.
Overview
Participants will examine advanced Canadian tax and estate planning strategies for private corporations, partnerships, trusts, and high-net-worth individuals, with a focus on structuring to achieve client objectives. Participants will also analyze anti-avoidance provisions and current case law considerations to evaluate risks and plan with confidence.
Applicable for
Public practitioners specializing in Canadian tax planning seeking to deepen advanced planning capabilities.
Industry practitioners supporting Canadian private corporations with complex transactions, succession, or estate strategies.
Industry practitioners supporting Canadian private corporations with complex transactions, succession, or estate strategies.
Learning Objectives
- Identify and analyze tax risks in complex planning scenarios (e.g., GAAR, surplus-stripping, TOSI, attribution, stop-loss, subsection 55(2)).
- Evaluate planning opportunities for individuals, corporations, trusts, and partnerships in the private enterprise context.
- Explain how relationships among related parties affect tax results and apply that understanding to proposed structures.
- Compare alternative structures for business sales, succession, and estate planning and assess trade-offs.
Content
- Managing tax-avoidance risk: GAAR (including recent amendments), arm’s-length considerations, attribution rules, stop-loss rules, TOSI, subsection 55(2), and section 84.1.
- Five strategy areas: restructuring asset profiles; sale-of-business planning; partnership-based strategies; trust-based strategies; planning for private corporations and shareholders.
- Case-based application to real-world planning and risk analysis.
Course Dates & Registration
Feb 10 - 11, 2027
12:00PM - 3:30PM
Online Virtual
Jennifer Reid
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Jennifer Reid, CPA, CGA, TEP is a Partner in People Advisory Services Tax at EY in Calgary. Jennifer specializes in assisting private clients with international tax and estate planning issues such as immigration and emigration, dual citizenship considerations, foreign inheritance and foreign investment and asset ownership. Jennifer also assists in designing meaningful executive compensation plans where cross border considerations are front of mind. Jennifer has practiced tax services in Calgary for over 16 years, with a focus on private companies and their owners, as well as trusts and estates. She has experience assisting clients in planning their estate, including considerations such as insurance, trust and probate planning, cross-border planning as well as in transitioning businesses to the next generation or new owners in a tax-efficient manner. Jennifer’s previous experience in Big Four and boutique tax groups, as well as unique experience gained in leading a wealth planning group at a financial institution, allows her to take a holistic approach to tax planning for entrepreneurial and high net worth clients.
Jennifer Reid, CPA, CGA, TEP is a Partner in People Advisory Services Tax at EY in Calgary. Jennifer specializes in assisting private clients with international tax and estate planning issues such as immigration and emigration, dual citizenship considerations, foreign inheritance and foreign investment and asset ownership. Jennifer also assists in designing meaningful executive compensation plans where cross border considerations are front of mind. Jennifer has practiced tax services in Calgary for over 16 years, with a focus on private companies and their owners, as well as trusts and estates. She has experience assisting clients in planning their estate, including considerations such as insurance, trust and probate planning, cross-border planning as well as in transitioning businesses to the next generation or new owners in a tax-efficient manner. Jennifer’s previous experience in Big Four and boutique tax groups, as well as unique experience gained in leading a wealth planning group at a financial institution, allows her to take a holistic approach to tax planning for entrepreneurial and high net worth clients.
Available
Dec 12, 2025
9:00AM - 5:00PM
Online Virtual
Kenneth Keung
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Kenneth Keung is a Canadian tax advisor, educator, and contributor to tax policy with over 25 years of experience. He currently focuses on tax education, thought leadership, and professional practice development. He designs technical training programs and contributes to tax policy discussions through professional committees and submissions to the Department of Finance and the Canada Revenue Agency. Kenneth serves as Vice-Chair of the CPA Canada–CBA Joint Committee on Taxation, Chair of the STEP Canada Tax Technical Committee, and a member of the editorial board of the Federated Press International Tax Planning journal. He is an award-winning author and speaker and recipient of the global STEP Founder’s Award for Outstanding Achievement.
Kenneth Keung is a Canadian tax advisor, educator, and contributor to tax policy with over 25 years of experience. He currently focuses on tax education, thought leadership, and professional practice development. He designs technical training programs and contributes to tax policy discussions through professional committees and submissions to the Department of Finance and the Canada Revenue Agency. Kenneth serves as Vice-Chair of the CPA Canada–CBA Joint Committee on Taxation, Chair of the STEP Canada Tax Technical Committee, and a member of the editorial board of the Federated Press International Tax Planning journal. He is an award-winning author and speaker and recipient of the global STEP Founder’s Award for Outstanding Achievement.
Past
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
Course Details
Cost
$425
Members
$475
Non-Members
Eligible Hours
- 7
- CPD Hours
- 1
- Ethics Hours
- 0
- AML Hours
Passport
- 10
- Credits
Interested in similar content?
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
Income Tax - Advanced Planning Strategies (Live Webinar - Multi Segment)
DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
You are currently viewing the description and registration page for the
Online Virtual
delivery format. To view and register for other available formats, click on your selection below.
Course Details
Cost
$425
Members
$475
Non-Members
Eligible Hours
- 7
- CPD Hours
- 1
- Ethics Hours
- 0
- AML Hours
Passport
- 10
- Credits
Overview
Participants will examine advanced Canadian tax and estate planning strategies for private corporations, partnerships, trusts, and high-net-worth individuals, with a focus on structuring to achieve client objectives. Participants will also analyze anti-avoidance provisions and current case law considerations to evaluate risks and plan with confidence.
Applicable for
Public practitioners specializing in Canadian tax planning seeking to deepen advanced planning capabilities.
Industry practitioners supporting Canadian private corporations with complex transactions, succession, or estate strategies.
Industry practitioners supporting Canadian private corporations with complex transactions, succession, or estate strategies.
Learning Objectives
- Identify and analyze tax risks in complex planning scenarios (e.g., GAAR, surplus-stripping, TOSI, attribution, stop-loss, subsection 55(2)).
- Evaluate planning opportunities for individuals, corporations, trusts, and partnerships in the private enterprise context.
- Explain how relationships among related parties affect tax results and apply that understanding to proposed structures.
- Compare alternative structures for business sales, succession, and estate planning and assess trade-offs.
Content
- Managing tax-avoidance risk: GAAR (including recent amendments), arm’s-length considerations, attribution rules, stop-loss rules, TOSI, subsection 55(2), and section 84.1.
- Five strategy areas: restructuring asset profiles; sale-of-business planning; partnership-based strategies; trust-based strategies; planning for private corporations and shareholders.
- Case-based application to real-world planning and risk analysis.
Course Dates & Registration
Feb 10 - 11, 2027
12:00PM - 3:30PM
Online Virtual
Jennifer Reid
Jennifer Reid, CPA, CGA, TEP is a Partner in People Advisory Services Tax at EY in Calgary. Jennifer specializes in assisting private clients with international tax and estate planning issues such as immigration and emigration, dual citizenship considerations, foreign inheritance and foreign investment and asset ownership. Jennifer also assists in designing meaningful executive compensation plans where cross border considerations are front of mind. Jennifer has practiced tax services in Calgary for over 16 years, with a focus on private companies and their owners, as well as trusts and estates. She has experience assisting clients in planning their estate, including considerations such as insurance, trust and probate planning, cross-border planning as well as in transitioning businesses to the next generation or new owners in a tax-efficient manner. Jennifer’s previous experience in Big Four and boutique tax groups, as well as unique experience gained in leading a wealth planning group at a financial institution, allows her to take a holistic approach to tax planning for entrepreneurial and high net worth clients.
Jennifer Reid, CPA, CGA, TEP is a Partner in People Advisory Services Tax at EY in Calgary. Jennifer specializes in assisting private clients with international tax and estate planning issues such as immigration and emigration, dual citizenship considerations, foreign inheritance and foreign investment and asset ownership. Jennifer also assists in designing meaningful executive compensation plans where cross border considerations are front of mind. Jennifer has practiced tax services in Calgary for over 16 years, with a focus on private companies and their owners, as well as trusts and estates. She has experience assisting clients in planning their estate, including considerations such as insurance, trust and probate planning, cross-border planning as well as in transitioning businesses to the next generation or new owners in a tax-efficient manner. Jennifer’s previous experience in Big Four and boutique tax groups, as well as unique experience gained in leading a wealth planning group at a financial institution, allows her to take a holistic approach to tax planning for entrepreneurial and high net worth clients.
Available
Dec 12, 2025
9:00AM - 5:00PM
Online Virtual
Kenneth Keung
Kenneth Keung is a Canadian tax advisor, educator, and contributor to tax policy with over 25 years of experience. He currently focuses on tax education, thought leadership, and professional practice development. He designs technical training programs and contributes to tax policy discussions through professional committees and submissions to the Department of Finance and the Canada Revenue Agency. Kenneth serves as Vice-Chair of the CPA Canada–CBA Joint Committee on Taxation, Chair of the STEP Canada Tax Technical Committee, and a member of the editorial board of the Federated Press International Tax Planning journal. He is an award-winning author and speaker and recipient of the global STEP Founder’s Award for Outstanding Achievement.
Kenneth Keung is a Canadian tax advisor, educator, and contributor to tax policy with over 25 years of experience. He currently focuses on tax education, thought leadership, and professional practice development. He designs technical training programs and contributes to tax policy discussions through professional committees and submissions to the Department of Finance and the Canada Revenue Agency. Kenneth serves as Vice-Chair of the CPA Canada–CBA Joint Committee on Taxation, Chair of the STEP Canada Tax Technical Committee, and a member of the editorial board of the Federated Press International Tax Planning journal. He is an award-winning author and speaker and recipient of the global STEP Founder’s Award for Outstanding Achievement.
Past
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?
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