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Taxation

Income Tax Series (Live Webinar - Multi Segment)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
NEW SEMINAR

Overview

The world of tax is constantly changing. This series of seminars returns beginning Fall 2026 to bring updates of current announcements or other timely topics in income tax once per month. Sign up for the series to stay up-to-date on highlights of what you need to know as proposed tax rule changes are enacted.

All sessions will be held as live webinars, and will be recorded. Series registrants will have access to the recordings for a limited time.


This live virtual series is offered in collaboration with CPA Western Provinces. The content is applicable to all participants.

 

Course Description

This tax series is designed to highlight emerging tax changes as they are announced, or to provide a monthly update on a current area of tax of importance to CPAs in both industry and public practice. These seminars will complement the other tax courses in our PD program by providing short highlights to augment what is covered in more depth in other courses. 

Benefits of registering for the series

Series purchasers will receive all five sessions at the special series rate, equivalent to a 15% discount! As an added benefit, only series purchasers will have access to the recorded sessions, for a limited time, in the event that any of the live sessions are missed.

Applicable for

CPAs and other financial professionals who want to stay current on emerging tax legislation.

Learning Objectives

  • apply new and changing tax rules 
  • stay current on tax legislation changes
  • assess the impact of new or significant tax rules 

Content

Topics of each seminar will be determined based on what is new and noteworthy in the world of tax at the time of the seminar. Additional details about each seminar will be available here on our website as soon as they are known. 

Each title is also available as a stand-alone seminar -  you can click on any of the titles to read the individual seminar descriptions or to register for them. To register for the whole series, please ensure that you return to this page.

 

  • September 10, 2026 | 9:00-10:30am
    How to Invest Tax Efficiently Within a Corporate Structure
    Speakers: 
    Shayne Williams, CFP | Advisor, IG Wealth Management
    Vidhya Mumford, CFP | Advisor, IG Wealth Management

    This session focuses on practical strategies for managing investment assets within a Holdco, Opco and personal structure. Participants will gain a clear understanding of how different investment products generate returns, including return of capital, eligible dividends, capital gains and interest income. This session will also discuss how each investment affects corporate and personal taxation. The session also examines strategies to help reduce the passive income grind for Canadian controlled private corporations. This session will use a real case study to illustrate how financial planning techniques can be implemented to add value and maximize long term wealth for clients.

  • October 8, 2026 | 9:00-10:30am
    AI Won't Replace You. The CPA Using AI Will.
    Speaker: Arthur Kostaras, CPA, CMA, CF, REV | Founder of Phronisi & Senior Finance Leader
    AI is rapidly entering tax and accounting practice, but most CPAs are told what AI can do without being shown how to actually use it, or where it quietly introduces risk. This session will close that gap, led by a CPA who builds and operates AI-native systems daily rather than describing them in theory. Participants will gain a clear, practical model for where AI creates genuine leverage in tax and accounting workflows, how to evaluate tools critically, and how to deploy them responsibly without over-trusting output that can be confidently wrong. The session is operator-level and immediately applicable.

  • December 10, 2026 | 9:00-10:30am
    Tax Update – BC and Federal Budgets 2026

    Speaker: Shane Onufrechuk, FCPA, FCA | Partner, Tax, KPMG LLP
    The world of tax is constantly changing, and government budgets provide advance notice of pending tax legislation changes. This session will provide a high-level overview of the announcements made in the BC Budget (issued March 2026) and the Federal Budget (to be issued in Fall 2026) that impact corporate and personal taxation. This is not intended to provide detailed coverage of the proposed tax changes because final legislation will not yet have been released; however, attendees will leave this session with an awareness of pending changes and any preparation strategies available.

  • January 14, 2027 | 9:00-10:30am
    Session title to be announced in the future
    Speaker: To be announced.
    Description to come.
     
  • February 11, 2027 | 9:00-10:30am 
    Session title to be announced in the future
    Speaker: to be announced
    Description to come.

 

Course Dates & Registration

Sep 10, 2026 - Feb 11, 2027
9:00AM - 10:30AM
Online Virtual
Shane Onufrechuk
Shane Onufrechuk SHANE ONUFRECHUK, FCPA, FCA, is a Partner, Tax at KPMG LLP. Shane's focus in the firm is in the area of Canadian Corporate Tax with an emphasis on PPP project finance structuring, corporate reorganizations, acquisitions and providing tax advisory services to other professionals. Shane speaks at CPABC PD events, plays an active role in CPABC professional development, and had been involved in teaching and course development for the CPA Western School of Business as well as the Sauder School of Business.
Shayne Williams
Shayne Williams is a Certified Financial Planner with IG Wealth Management, specializing in helping incorporated professionals and business owners build tax-efficient investment strategies and long-term financial plans. With a strong focus on practical, client-centered planning, Shayne brings clarity to complex financial topics. He is an active contributor to the CPA community and has presented and collaborated with CPA bodies across Western Canada. In 2024 and 2025, Shayne served as a session instructor during CPA Public Practice Education Week for both CPA Saskatchewan and CPA Manitoba.
Vidhya Mumford
Vidhya Mumford is an Advisor with IG Wealth Management, specializing in advising incorporated professionals and business owners across British Columbia. She helps clients build integrated strategies that align corporate and personal wealth. Her work includes retirement planning, succession planning, and estate planning. Vidhya provides comprehensive financial planning alongside wealth protection and disciplined investment strategies to support sustainable business success and incorporates charitable giving and philanthropy where appropriate.
Arthur Kostaras
Arthur Kostaras CPA, CMA, CF, REV, CAFM is a senior finance leader with thirty-plus years of experience and a $705M+ capital formation track record across international roles in finance, operations, and strategy. He founded Phronisi, an AI consulting practice delivering operator-level deployment across Indigenous and multi-industry sectors. Setting Arthur apart from most instructors, he has personally designed, coded, and now operates four AI-native B2B functioning working systems built solo: CanadaAccountants.app, CanadaLawyers.app, CanadaInvesting.app, and CanadaBusinessExits.app. He also authored the Kostaras Method, a structured framework for applying AI in professional practice. His expertise spans finance, operations, strategy, governance, and Indigenous economic development. Arthur teaches from direct practice: every technique he presents has been built, deployed, and held accountable to measurable results.
Available
Nov 10, 2025 - Mar 11, 2026
9:00AM - 10:30AM
Online Virtual
Past
Nov 12, 2024 - Mar 5, 2025
9:00AM - 10:30AM
Online Virtual
Joanne Hausch
JOANNE HAUSCH, CPA, CA, ICD.D is a recognized expert in government incentives, particularly SR&ED. Joanne was a tax partner with a Big Four accounting firm until her retirement. She has just completed 7 years on the board of BCFSA, the crown authority that regulates financial institutions in B.C. She continues to write and teach tax and volunteers for a number of non-profit organizations. Joanne lives in Vancouver and enjoys time with family and friends in the Cariboo.
Sheryne Mecklai
SHERYNE MECKLAI, CPA, CA, TEP is a partner in Manning Elliott’s Tax Department, primarily focusing on estate planning and business succession services for Canadian owner-managed business in a wide range of industries. She has extensive experience working on engagements such as complex estate plans, corporate re-organizations and complex Canadian tax compliance. Sheryne was involved in the CPA In-Depth Tax Course as a tutor for a number of years and as a lecturer until 2023. Sheryne also teaches various seminars for the CPABC in the professional development program. Sheryne has spoken at a variety of internal and external tax update sessions focusing on private businesses and the issues and changes they face daily.
Tony Zhang
Tony Zhang, BBA, JD, Tax Lawyer, Borden Ladner Gervais LLP. Tony advises clients on corporate income tax matters arising from domestic and cross-border transactions, including mergers, acquisitions, financings, divestitures and reorganizations. He frequently advises owner-managers and closely held companies on succession and tax planning matters. Tony also advises on tax issues that affect various types of investment funds, including domestic and offshore hedge funds, private equity funds, exchange traded funds (ETFs), mutual funds, pooled funds and alternative funds. He has experience with investment fund formation, ongoing tax compliance, securities lending arrangements and the taxation of derivative trading strategies.
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. 

Course Details
Cost
$510
Members
$510
Non-Members
Eligible Hours
7.5
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
12
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 Series (Live Webinar - Multi Segment)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
NEW SEMINAR
Course Details
Cost
$510
Members
$510
Non-Members
Eligible Hours
7.5
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
12
Credits

Overview

The world of tax is constantly changing. This series of seminars returns beginning Fall 2026 to bring updates of current announcements or other timely topics in income tax once per month. Sign up for the series to stay up-to-date on highlights of what you need to know as proposed tax rule changes are enacted.

All sessions will be held as live webinars, and will be recorded. Series registrants will have access to the recordings for a limited time.


This live virtual series is offered in collaboration with CPA Western Provinces. The content is applicable to all participants.

 

Course Description

This tax series is designed to highlight emerging tax changes as they are announced, or to provide a monthly update on a current area of tax of importance to CPAs in both industry and public practice. These seminars will complement the other tax courses in our PD program by providing short highlights to augment what is covered in more depth in other courses. 

Benefits of registering for the series

Series purchasers will receive all five sessions at the special series rate, equivalent to a 15% discount! As an added benefit, only series purchasers will have access to the recorded sessions, for a limited time, in the event that any of the live sessions are missed.

Applicable for

CPAs and other financial professionals who want to stay current on emerging tax legislation.

Learning Objectives

  • apply new and changing tax rules 
  • stay current on tax legislation changes
  • assess the impact of new or significant tax rules 

Content

Topics of each seminar will be determined based on what is new and noteworthy in the world of tax at the time of the seminar. Additional details about each seminar will be available here on our website as soon as they are known. 

Each title is also available as a stand-alone seminar -  you can click on any of the titles to read the individual seminar descriptions or to register for them. To register for the whole series, please ensure that you return to this page.

 

  • September 10, 2026 | 9:00-10:30am
    How to Invest Tax Efficiently Within a Corporate Structure
    Speakers: 
    Shayne Williams, CFP | Advisor, IG Wealth Management
    Vidhya Mumford, CFP | Advisor, IG Wealth Management

    This session focuses on practical strategies for managing investment assets within a Holdco, Opco and personal structure. Participants will gain a clear understanding of how different investment products generate returns, including return of capital, eligible dividends, capital gains and interest income. This session will also discuss how each investment affects corporate and personal taxation. The session also examines strategies to help reduce the passive income grind for Canadian controlled private corporations. This session will use a real case study to illustrate how financial planning techniques can be implemented to add value and maximize long term wealth for clients.

  • October 8, 2026 | 9:00-10:30am
    AI Won't Replace You. The CPA Using AI Will.
    Speaker: Arthur Kostaras, CPA, CMA, CF, REV | Founder of Phronisi & Senior Finance Leader
    AI is rapidly entering tax and accounting practice, but most CPAs are told what AI can do without being shown how to actually use it, or where it quietly introduces risk. This session will close that gap, led by a CPA who builds and operates AI-native systems daily rather than describing them in theory. Participants will gain a clear, practical model for where AI creates genuine leverage in tax and accounting workflows, how to evaluate tools critically, and how to deploy them responsibly without over-trusting output that can be confidently wrong. The session is operator-level and immediately applicable.

  • December 10, 2026 | 9:00-10:30am
    Tax Update – BC and Federal Budgets 2026

    Speaker: Shane Onufrechuk, FCPA, FCA | Partner, Tax, KPMG LLP
    The world of tax is constantly changing, and government budgets provide advance notice of pending tax legislation changes. This session will provide a high-level overview of the announcements made in the BC Budget (issued March 2026) and the Federal Budget (to be issued in Fall 2026) that impact corporate and personal taxation. This is not intended to provide detailed coverage of the proposed tax changes because final legislation will not yet have been released; however, attendees will leave this session with an awareness of pending changes and any preparation strategies available.

  • January 14, 2027 | 9:00-10:30am
    Session title to be announced in the future
    Speaker: To be announced.
    Description to come.
     
  • February 11, 2027 | 9:00-10:30am 
    Session title to be announced in the future
    Speaker: to be announced
    Description to come.

 

Course Dates & Registration

Sep 10, 2026 - Feb 11, 2027
9:00AM - 10:30AM
Online Virtual
Shane Onufrechuk
Shane Onufrechuk SHANE ONUFRECHUK, FCPA, FCA, is a Partner, Tax at KPMG LLP. Shane's focus in the firm is in the area of Canadian Corporate Tax with an emphasis on PPP project finance structuring, corporate reorganizations, acquisitions and providing tax advisory services to other professionals. Shane speaks at CPABC PD events, plays an active role in CPABC professional development, and had been involved in teaching and course development for the CPA Western School of Business as well as the Sauder School of Business.
Shayne Williams
Shayne Williams is a Certified Financial Planner with IG Wealth Management, specializing in helping incorporated professionals and business owners build tax-efficient investment strategies and long-term financial plans. With a strong focus on practical, client-centered planning, Shayne brings clarity to complex financial topics. He is an active contributor to the CPA community and has presented and collaborated with CPA bodies across Western Canada. In 2024 and 2025, Shayne served as a session instructor during CPA Public Practice Education Week for both CPA Saskatchewan and CPA Manitoba.
Vidhya Mumford
Vidhya Mumford is an Advisor with IG Wealth Management, specializing in advising incorporated professionals and business owners across British Columbia. She helps clients build integrated strategies that align corporate and personal wealth. Her work includes retirement planning, succession planning, and estate planning. Vidhya provides comprehensive financial planning alongside wealth protection and disciplined investment strategies to support sustainable business success and incorporates charitable giving and philanthropy where appropriate.
Arthur Kostaras
Arthur Kostaras CPA, CMA, CF, REV, CAFM is a senior finance leader with thirty-plus years of experience and a $705M+ capital formation track record across international roles in finance, operations, and strategy. He founded Phronisi, an AI consulting practice delivering operator-level deployment across Indigenous and multi-industry sectors. Setting Arthur apart from most instructors, he has personally designed, coded, and now operates four AI-native B2B functioning working systems built solo: CanadaAccountants.app, CanadaLawyers.app, CanadaInvesting.app, and CanadaBusinessExits.app. He also authored the Kostaras Method, a structured framework for applying AI in professional practice. His expertise spans finance, operations, strategy, governance, and Indigenous economic development. Arthur teaches from direct practice: every technique he presents has been built, deployed, and held accountable to measurable results.
Available
Nov 10, 2025 - Mar 11, 2026
9:00AM - 10:30AM
Online Virtual
Past
Nov 12, 2024 - Mar 5, 2025
9:00AM - 10:30AM
Online Virtual
Joanne Hausch
JOANNE HAUSCH, CPA, CA, ICD.D is a recognized expert in government incentives, particularly SR&ED. Joanne was a tax partner with a Big Four accounting firm until her retirement. She has just completed 7 years on the board of BCFSA, the crown authority that regulates financial institutions in B.C. She continues to write and teach tax and volunteers for a number of non-profit organizations. Joanne lives in Vancouver and enjoys time with family and friends in the Cariboo.
Sheryne Mecklai
SHERYNE MECKLAI, CPA, CA, TEP is a partner in Manning Elliott’s Tax Department, primarily focusing on estate planning and business succession services for Canadian owner-managed business in a wide range of industries. She has extensive experience working on engagements such as complex estate plans, corporate re-organizations and complex Canadian tax compliance. Sheryne was involved in the CPA In-Depth Tax Course as a tutor for a number of years and as a lecturer until 2023. Sheryne also teaches various seminars for the CPABC in the professional development program. Sheryne has spoken at a variety of internal and external tax update sessions focusing on private businesses and the issues and changes they face daily.
Tony Zhang
Tony Zhang, BBA, JD, Tax Lawyer, Borden Ladner Gervais LLP. Tony advises clients on corporate income tax matters arising from domestic and cross-border transactions, including mergers, acquisitions, financings, divestitures and reorganizations. He frequently advises owner-managers and closely held companies on succession and tax planning matters. Tony also advises on tax issues that affect various types of investment funds, including domestic and offshore hedge funds, private equity funds, exchange traded funds (ETFs), mutual funds, pooled funds and alternative funds. He has experience with investment fund formation, ongoing tax compliance, securities lending arrangements and the taxation of derivative trading strategies.
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.