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Taxation

Personal Tax - Review of Tax Planning (On-Demand - CPA PRO)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar

Overview

This course bundle 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

Although the prospect of an extended course may sound taxing, this course bundle provides great bang for your buck. These courses on personal tax targets professionals who desire to update and refresh their knowledge in technical and tax-planning issues for individuals, trusts, and partnerships. Although the courses briefly review taxation for trust and partnerships, most of its content focuses primarily on the taxation of individuals.

The courses provide and explain 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.

Applicable for

Those involved in personal tax matters who wish to expand or refresh their knowledge in the area of personal tax.

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

This course bundle is comprised of the following courses:

Personal Tax Planning - Attribution Rules
Personal Tax Planning - Employment Income & Registered Plans
Personal Tax Planning - Estate Planning & Trusts
Personal Tax Planning - General Overview
Personal Tax Planning - Investment Income
Personal Tax Planning - Other Income & Deductions
Personal Tax Planning - Partnerships
Personal Tax Planning - Tax Credits, Tax Calculation & AMT

Course Content Created: August 2026

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 While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur.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, TEP

About 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

After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Register Now
Course Code: T64020C_OD
Available on-demand. 180-day access from purchase date.
Closed
Register Now
Course Code: T64020B_OD
Available on-demand. 180-day access from purchase date.
Past
Course Code: T64020A_OD
Available on-demand. 180-day access from purchase date.
Past
Course Code: T54020B_OD
Available on-demand. 180-day access from purchase date.
Past
Course Code: T54020C_OD
Available on-demand. 180-day access from purchase date.
Past
Course Code: T54020A_OD
Available on-demand. 180-day access from purchase date.
Past
Course Code: T44020B_OD
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
Course Details
Cost
$725
Members
$825
Non-Members
Eligible Hours
14.5
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
20
Credits
Prerequisites
Prerequisites
Not applicable
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.
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

Personal Tax - Review of Tax Planning (On-Demand - CPA PRO)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar
Course Details
Cost
$725
Members
$825
Non-Members
Eligible Hours
14.5
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
20
Credits
Prerequisites
Prerequisites
Not applicable

Overview

This course bundle 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

Although the prospect of an extended course may sound taxing, this course bundle provides great bang for your buck. These courses on personal tax targets professionals who desire to update and refresh their knowledge in technical and tax-planning issues for individuals, trusts, and partnerships. Although the courses briefly review taxation for trust and partnerships, most of its content focuses primarily on the taxation of individuals.

The courses provide and explain 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.

Applicable for

Those involved in personal tax matters who wish to expand or refresh their knowledge in the area of personal tax.

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

This course bundle is comprised of the following courses:

Personal Tax Planning - Attribution Rules
Personal Tax Planning - Employment Income & Registered Plans
Personal Tax Planning - Estate Planning & Trusts
Personal Tax Planning - General Overview
Personal Tax Planning - Investment Income
Personal Tax Planning - Other Income & Deductions
Personal Tax Planning - Partnerships
Personal Tax Planning - Tax Credits, Tax Calculation & AMT

Course Content Created: August 2026

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, TEP

About 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

After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Register Now
Course Code: T64020C_OD
Available on-demand. 180-day access from purchase date.
Closed
Register Now
Course Code: T64020B_OD
Available on-demand. 180-day access from purchase date.
Past
Course Code: T64020A_OD
Available on-demand. 180-day access from purchase date.
Past
Course Code: T54020B_OD
Available on-demand. 180-day access from purchase date.
Past
Course Code: T54020C_OD
Available on-demand. 180-day access from purchase date.
Past
Course Code: T54020A_OD
Available on-demand. 180-day access from purchase date.
Past
Course Code: T44020B_OD
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.
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