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Taxation

Corporate Tax - SBD and Private Corporate Groups (On-Demand - CPA PRO)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar

Overview

While the small business deduction reduces the amount of income tax payable for many corporations, the myriad of rules and regulations and recent changes has significantly expanded the complexity. These changes have substantially increased challenges for accessing the small business deduction, rendering it one of the more complex provisions in the Income Tax Act (“ITA”) that is commonly used by most practitioners.

 
Access expires 180 days from purchase date

Course Description

This seminar covers the unique taxation issues that apply to groups of privately held companies and their access to the small business deduction.  It will outline a detailed review of the association rules, reductions of the small business deduction limit, specified partnership income, specified corporate income rules for income streams, basic considerations for intercorporate dividends, and the impact of trusts in the corporate group. Mini cases and review questions will be used to highlight these concepts. 

This course includes a thorough and detailed discussion of association issues from basic to advanced issues.

This seminar does not include a review of Section 55, Safe Income or GST/HST as additional courses on these topics are available. 

This course includes a significant time spent on in class exercises and cases.

Applicable for

Although this seminar benefits most tax professionals, the content specifically targets practitioners and accounting professionals involved with groups of privately held companies.

Learning Objectives

  • Describe the basic types of relationships between corporations in the ITA
  • Apply the related and associated corporation rules in the ITA to private corporate group structures
  • Identify situations where the specified partnership income and specified corporate income rules will apply
  • Evaluate the impact of taxable capital and investment income on the available small business deduction

Content

  • The small business deduction – requirements and basic rules
  • Small business deduction limit reductions – taxable capital and passive income grinds
  • Basic related, association and affiliated rules and their impacts, including deemed association
  • The impact of partnerships in the group, including specified partnership income rules
  • Specified corporate income rules
  • Part IV tax between private corporations
  • Use of trusts in a corporate group

Course Content Created: October 2025

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

Jennifer Reid, CPA, CGA, TEP

About 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

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
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
$425
Members
$475
Non-Members
Eligible Hours
9
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
10
Credits
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.

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

Corporate Tax - SBD and Private Corporate Groups (On-Demand - CPA PRO)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar
Course Details
Cost
$425
Members
$475
Non-Members
Eligible Hours
9
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
10
Credits

Overview

While the small business deduction reduces the amount of income tax payable for many corporations, the myriad of rules and regulations and recent changes has significantly expanded the complexity. These changes have substantially increased challenges for accessing the small business deduction, rendering it one of the more complex provisions in the Income Tax Act (“ITA”) that is commonly used by most practitioners.

 
Access expires 180 days from purchase date

Course Description

This seminar covers the unique taxation issues that apply to groups of privately held companies and their access to the small business deduction.  It will outline a detailed review of the association rules, reductions of the small business deduction limit, specified partnership income, specified corporate income rules for income streams, basic considerations for intercorporate dividends, and the impact of trusts in the corporate group. Mini cases and review questions will be used to highlight these concepts. 

This course includes a thorough and detailed discussion of association issues from basic to advanced issues.

This seminar does not include a review of Section 55, Safe Income or GST/HST as additional courses on these topics are available. 

This course includes a significant time spent on in class exercises and cases.

Applicable for

Although this seminar benefits most tax professionals, the content specifically targets practitioners and accounting professionals involved with groups of privately held companies.

Learning Objectives

  • Describe the basic types of relationships between corporations in the ITA
  • Apply the related and associated corporation rules in the ITA to private corporate group structures
  • Identify situations where the specified partnership income and specified corporate income rules will apply
  • Evaluate the impact of taxable capital and investment income on the available small business deduction

Content

  • The small business deduction – requirements and basic rules
  • Small business deduction limit reductions – taxable capital and passive income grinds
  • Basic related, association and affiliated rules and their impacts, including deemed association
  • The impact of partnerships in the group, including specified partnership income rules
  • Specified corporate income rules
  • Part IV tax between private corporations
  • Use of trusts in a corporate group

Course Content Created: October 2025

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

Jennifer Reid, CPA, CGA, TEP

About 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

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.

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