Taxation of Domestic Trusts - Fundamentals (On-Demand - CPA PRO)
Overview
Trust law originated thousands of years ago when ancient monarchs granted their land to previous owners in their absence. Fast-forwarding to the current era, this course provides accountants who prepare trust returns, who advise clients with trust structures or who are considering trust structures with a functional knowledge of the applicable tax rules and the ability to issue-spot potential problems that may require specialist assistance. Participants will develop better knowledge of the rights and duties of settlors, trustees and beneficiaries. The inter vivos and testamentary trust context will both be discussed.
Access expires 180 days from purchase date |
Course Description
Applicable for
Learning Objectives
- Describe the income tax treatment of trusts and their beneficiaries
- Identify potential tax risks or tax issues associated with trust structures
- Analyze whether clients would benefit from a trust structure
Content
- Recognizing the need for a trust structure
- Overview of trust law
- Design of a trust
- Types of trusts
- Taxation of trusts
- Taxation of beneficiaries
- Trusts and estates
- Planning opportunities
- Administration
Course Content Created: September 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 While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur.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
Anu Dogra, CPAAbout 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
- 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.
Taxation of Domestic Trusts - Fundamentals (On-Demand - CPA PRO)
- 7
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 10
- Credits
Overview
Trust law originated thousands of years ago when ancient monarchs granted their land to previous owners in their absence. Fast-forwarding to the current era, this course provides accountants who prepare trust returns, who advise clients with trust structures or who are considering trust structures with a functional knowledge of the applicable tax rules and the ability to issue-spot potential problems that may require specialist assistance. Participants will develop better knowledge of the rights and duties of settlors, trustees and beneficiaries. The inter vivos and testamentary trust context will both be discussed.
Access expires 180 days from purchase date |
Course Description
Applicable for
Learning Objectives
- Describe the income tax treatment of trusts and their beneficiaries
- Identify potential tax risks or tax issues associated with trust structures
- Analyze whether clients would benefit from a trust structure
Content
- Recognizing the need for a trust structure
- Overview of trust law
- Design of a trust
- Types of trusts
- Taxation of trusts
- Taxation of beneficiaries
- Trusts and estates
- Planning opportunities
- Administration
Course Content Created: September 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
Anu Dogra, CPAAbout 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
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.