RIP - Terminal Filing (Live Webinar - Multi Segment)
Overview
Participants will develop a practical, end-to-end approach to terminal (year-of-death) filings, including the optional returns and key compliance steps that affect executors and beneficiaries. Participants will apply planning frameworks and work through case scenarios to manage risk, address registered plan consequences, and coordinate filings, clearances, and communications.
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This course has offering(s) that take place over multiple segments:
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Applicable for
Practitioners who complete individual terminal filings and want structured planning checklists, risk controls, and real-world examples.
Learning Objectives
- Establish a clear plan and engagement workflow for terminal filing assignments.
- Identify and prepare the available returns for a deceased individual (e.g., terminal, rights or things, stub-period business/partnership, income from a testamentary trust).
- Diagnose significant year-of-death issues across property types, income inclusions, credits/deductions, and loss utilization.
- Address registered plan consequences (RRSP/RRIF/TFSA/RDSP, etc.) and document beneficiary designations and deferral opportunities.
- Coordinate compliance wrap-up items, including GST/HST touchpoints, clearance certificates, and CRA communication.
Content
- Engagement management, scoping, and role of the personal representative.
- Tax filings on death: terminal and elective returns; prior-year filings.
- Year-of-death compliance: valuation, capital property (depreciable/non-depreciable), partnership interests, spouse/spousal-trust transfers, reserves, and credit/ deduction mechanics.
- Registered plans on death: RRSP/RRIF basics, spousal/child/grandchild pathways, disability and dependency considerations, and planning opportunities.
- Other compliance: payment of tax, clearance certificates, relief provisions, elections, voluntary disclosures, and GST/HST considerations.
- Case studies: fact patterns illustrating filing choices, loss planning, and file documentation.
Course Dates & Registration
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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.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.
- 7
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 10
- Credits
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.
RIP - Terminal Filing (Live Webinar - Multi Segment)
- 7
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 10
- Credits
Overview
Participants will develop a practical, end-to-end approach to terminal (year-of-death) filings, including the optional returns and key compliance steps that affect executors and beneficiaries. Participants will apply planning frameworks and work through case scenarios to manage risk, address registered plan consequences, and coordinate filings, clearances, and communications.
|
This course has offering(s) that take place over multiple segments:
|
Applicable for
Practitioners who complete individual terminal filings and want structured planning checklists, risk controls, and real-world examples.
Learning Objectives
- Establish a clear plan and engagement workflow for terminal filing assignments.
- Identify and prepare the available returns for a deceased individual (e.g., terminal, rights or things, stub-period business/partnership, income from a testamentary trust).
- Diagnose significant year-of-death issues across property types, income inclusions, credits/deductions, and loss utilization.
- Address registered plan consequences (RRSP/RRIF/TFSA/RDSP, etc.) and document beneficiary designations and deferral opportunities.
- Coordinate compliance wrap-up items, including GST/HST touchpoints, clearance certificates, and CRA communication.
Content
- Engagement management, scoping, and role of the personal representative.
- Tax filings on death: terminal and elective returns; prior-year filings.
- Year-of-death compliance: valuation, capital property (depreciable/non-depreciable), partnership interests, spouse/spousal-trust transfers, reserves, and credit/ deduction mechanics.
- Registered plans on death: RRSP/RRIF basics, spousal/child/grandchild pathways, disability and dependency considerations, and planning opportunities.
- Other compliance: payment of tax, clearance certificates, relief provisions, elections, voluntary disclosures, and GST/HST considerations.
- Case studies: fact patterns illustrating filing choices, loss planning, and file documentation.
Course Dates & Registration
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.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.
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.