T1134: Behind The Form
T1134: Behind the Form is an introductory course for CPAs / non-tax specialists who prepare T1134 forms. Learn the main concepts of the T1134 form in two 90-minute sessions followed by live Q&A.
The T1134 is one of the most confusing forms in tax practice. This two-part seminar gives you the clarity and confidence to complete the form accurately. From key definitions like FAPI and equity percentage to a page-by-page walkthrough of the form itself, you will learn what really matters, what to ignore, and where problems are most likely to arise. Save time, avoid costly mistakes, and gain practical insights you can apply immediately in your practice.
This program originally prepared in 2024 returns for 2025 with an update addendum.
Explain the main areas of the lengthy and complicated T1134 form
Clarify who has to file
Review common mistakes
Explain the definitions
Provide a worked through example
Receive a sample client engagement letter to help you in your practice.
Perform a step-by-step walkthrough of the form with tax experts.
Complete the form with confidence with detailed notes and reference materials.
For years, Matthew has been guiding domestic and overseas clients through the ever-treacherous waters of the Canadian tax ocean. From individuals and high-net-worth families to foreign corporations, Matthew provides practical, no-fluff solutions to fulfill the needs of his clients. A firm believer in balance, Matthew does not merely provide for a tax solution, he provides a solution that works for his clients.
Michael Cadesky is the managing partner at Cadesky Tax and a committed contributor to the tax and accounting professions since 1980, earning the title of Fellow from CPA Ontario. He is a past governor of the Canadian Tax Foundation, past chair of STEP Canada and STEP Worldwide, and past chair of the CPA Canada Tax Committee for Small and Medium-Sized Enterprises. Michael is also the co-author of 11 books on tax subjects and the author or co-author of numerous papers and articles on Canadian and international taxation.
The form is not user-friendly. It does not guide you through many of the difficult areas. Looking up terms in the Income Tax Act is well beyond what most people can do. It is time consuming, and time is scarce. Many people have serious cost overruns which cannot be billed. It is prone to error. You can miss important issues of exposure (such as upstream loans). We want to help.
All sessions will be recorded and uploaded, allowing you to watch the recordings if you miss a session. Slides with detailed notes and will be provided.
Yes. At the end of the program, you will receive a verifiable CPD Certificate indicating the full amount of instructional learning hours and all essential details.
Cadesky Tax Seminars are hosted online. You can join in live from anywhere and on any device that has internet browsing functionality. Each session concludes with a live Q&A.