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Taxation

Taxation of Domestic Trusts - Fundamentals (In-Person)

DELIVERY FORMAT
In Person
SEMINAR TYPE
PD Seminar
You are currently viewing the description and registration page for the In Person delivery format. To view and register for other available formats, click on your selection below.
Other Available Formats
Online On-Demand Online Virtual

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. 

Course Description

This course provides an overview of trust relationships, how to complete basic returns for trusts and their beneficiaries, and how to identify and communicate basic tax planning benefits and opportunities that involve family trusts. This course reviews the basic tenants of trust law, the provisions of the Income Tax Act, case law and CRA administrative positions that are fundamental to the taxation of trusts.

Applicable for

Practitioners who wish to gain an understanding of trust taxation or wish to refresh their knowledge and stay abreast of current issues to better advise their clients. 

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

 

Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department. 

Course Dates & Registration

Jul 23, 2026
9:00AM - 5:00PM
To Be Announced, Vancouver
Kenneth Keung
Kenneth Keung, CPA, CA, brings nearly 24 years of extensive tax planning experience. His expertise spans the full spectrum of tax issues that matter to private businesses and their owners, including personal/corporate/partnership/trust taxation, internal reorganizations, business succession, M&A, trust and estate planning, and cross-border matters. Kenneth is an award-winning author of many published papers on taxation and has been deeply involved in the tax community including acting as Director of STEP Canada and Chair of its Tax Technical Committee; former Governor of the Canadian Tax Foundation; former Facilitator and Course Material Developer for the CPA Canada In-Depth Tax Program.
Available
Register Now
Course Code: T63141A_VA
Aug 13, 2025
9:00AM - 5:00PM
Hyatt Regency, Vancouver
Andrew Taylor
ANDREW TAYLOR, CPA, CA is principal of Andrew C. Taylor Inc, Chartered Professional Accountant, a North Vancouver based CPA firm practising exclusively in the area of taxation. He specializes in corporate reorganizations, purchase and sale of businesses and estate planning and has been a frequent lecturer and instructor for ICABC and CPABC for many years.
Past
Course Code: T53140B_VA
Nov 18, 2024
9:00AM - 5:00PM
Andrew Taylor
ANDREW TAYLOR, CPA, CA is principal of Andrew C. Taylor Inc, Chartered Professional Accountant, a North Vancouver based CPA firm practising exclusively in the area of taxation. He specializes in corporate reorganizations, purchase and sale of businesses and estate planning and has been a frequent lecturer and instructor for ICABC and CPABC for many years.
Past
Course Code: T43140A_VA
One of the best seminars I've been to in a while, very practical advice.
A great introductory seminar to trusts with a wealth of information.
Excellent!
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
7
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
10
Credits
Prerequisites
Prerequisites

Participants should have a working knowledge of the income tax rules applicable to individuals and corporations.

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

Taxation of Domestic Trusts - Fundamentals (In-Person)

DELIVERY FORMAT
In Person
SEMINAR TYPE
PD Seminar
You are currently viewing the description and registration page for the In Person delivery format. To view and register for other available formats, click on your selection below.
Other Available Formats
Online On-Demand Online Virtual
Course Details
Cost
$425
Members
$475
Non-Members
Eligible Hours
7
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
10
Credits
Prerequisites
Prerequisites

Participants should have a working knowledge of the income tax rules applicable to individuals and corporations.

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. 

Course Description

This course provides an overview of trust relationships, how to complete basic returns for trusts and their beneficiaries, and how to identify and communicate basic tax planning benefits and opportunities that involve family trusts. This course reviews the basic tenants of trust law, the provisions of the Income Tax Act, case law and CRA administrative positions that are fundamental to the taxation of trusts.

Applicable for

Practitioners who wish to gain an understanding of trust taxation or wish to refresh their knowledge and stay abreast of current issues to better advise their clients. 

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

 

Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department. 

Course Dates & Registration

Jul 23, 2026
9:00AM - 5:00PM
To Be Announced, Vancouver
Kenneth Keung
Kenneth Keung, CPA, CA, brings nearly 24 years of extensive tax planning experience. His expertise spans the full spectrum of tax issues that matter to private businesses and their owners, including personal/corporate/partnership/trust taxation, internal reorganizations, business succession, M&A, trust and estate planning, and cross-border matters. Kenneth is an award-winning author of many published papers on taxation and has been deeply involved in the tax community including acting as Director of STEP Canada and Chair of its Tax Technical Committee; former Governor of the Canadian Tax Foundation; former Facilitator and Course Material Developer for the CPA Canada In-Depth Tax Program.
Available
Register Now
Course Code: T63141A_VA
Aug 13, 2025
9:00AM - 5:00PM
Hyatt Regency, Vancouver
Andrew Taylor
ANDREW TAYLOR, CPA, CA is principal of Andrew C. Taylor Inc, Chartered Professional Accountant, a North Vancouver based CPA firm practising exclusively in the area of taxation. He specializes in corporate reorganizations, purchase and sale of businesses and estate planning and has been a frequent lecturer and instructor for ICABC and CPABC for many years.
Past
Course Code: T53140B_VA
Nov 18, 2024
9:00AM - 5:00PM
Andrew Taylor
ANDREW TAYLOR, CPA, CA is principal of Andrew C. Taylor Inc, Chartered Professional Accountant, a North Vancouver based CPA firm practising exclusively in the area of taxation. He specializes in corporate reorganizations, purchase and sale of businesses and estate planning and has been a frequent lecturer and instructor for ICABC and CPABC for many years.
Past
Course Code: T43140A_VA
One of the best seminars I've been to in a while, very practical advice.
A great introductory seminar to trusts with a wealth of information.
Excellent!
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.

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