Personal Tax - Review of Tax Planning (On-Demand - CPA PRO)
Overview
This course is being offered to provide a “refresher” overview of tax issues relating to personal taxpayers. It is best suited for participants who work with individual taxpayers who want to revisit and update their understanding of the personal tax legislation that may have been forgotten or require additional insight as to the application of the legislation.
Access expires 180 days from purchase date |
Course Description
The course provides and explains detailed reference materials spanning a broad range of income tax topics that will serve as an invaluable reference in the future. In addition to the course leader’s presentation of material, you will work through case studies covering a wide range of personal tax issues, collaborate with peers, and share issues impacting their clients.
Applicable for
Learning Objectives
- Identify Personal tax issues and learn how to research the issues
- Calculate personal taxable income
- Evaluate Individual Tax Planning opportunities
- Describe the taxation of Trusts
- Describe the taxation of partnership income
Content
- How To Research a Tax Issue
- Determination of Residency
- Liability for Taxes in Canada
- Administrative Issues
- Employment Income
- Benefits and Related Deductions
- Calculations of The Various Sources of Investments Income
- Taxation of Capital Gains
- Capital Losses and The Impact of The Stop Loss Rules
- Allowable Business Investment Losses
- Attributions Rules
- Registered Retirement Pension Plans
- RRSPs
- Individual Pension Plans
- Deferred Plans such as TFSA, RESP and RDSP
- Rental and Farm Income
- Treatment of Shareholder Loans
- Various Deductions from Net Income such as The Capital Gains Exemption
- Calculation of Taxes Payable, including Discussions on Tax Credits
- Taxation of Partnerships
- Death of a Taxpayer
- Taxation of Family Trusts
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 While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur.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
Julie Swanson, CPA, CA, TEPAbout 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
- 14
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 20
- 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.
Personal Tax - Review of Tax Planning (On-Demand - CPA PRO)
- 14
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 20
- Credits
Overview
This course is being offered to provide a “refresher” overview of tax issues relating to personal taxpayers. It is best suited for participants who work with individual taxpayers who want to revisit and update their understanding of the personal tax legislation that may have been forgotten or require additional insight as to the application of the legislation.
Access expires 180 days from purchase date |
Course Description
The course provides and explains detailed reference materials spanning a broad range of income tax topics that will serve as an invaluable reference in the future. In addition to the course leader’s presentation of material, you will work through case studies covering a wide range of personal tax issues, collaborate with peers, and share issues impacting their clients.
Applicable for
Learning Objectives
- Identify Personal tax issues and learn how to research the issues
- Calculate personal taxable income
- Evaluate Individual Tax Planning opportunities
- Describe the taxation of Trusts
- Describe the taxation of partnership income
Content
- How To Research a Tax Issue
- Determination of Residency
- Liability for Taxes in Canada
- Administrative Issues
- Employment Income
- Benefits and Related Deductions
- Calculations of The Various Sources of Investments Income
- Taxation of Capital Gains
- Capital Losses and The Impact of The Stop Loss Rules
- Allowable Business Investment Losses
- Attributions Rules
- Registered Retirement Pension Plans
- RRSPs
- Individual Pension Plans
- Deferred Plans such as TFSA, RESP and RDSP
- Rental and Farm Income
- Treatment of Shareholder Loans
- Various Deductions from Net Income such as The Capital Gains Exemption
- Calculation of Taxes Payable, including Discussions on Tax Credits
- Taxation of Partnerships
- Death of a Taxpayer
- Taxation of Family Trusts
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
Julie Swanson, CPA, CA, TEPAbout 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.