The material is based on real-life examples compiled over many years of experience in the area. The material is clear, easy to understand, and practical. A package of resource materials is included with your registration.
Distributions and designations for allocating income and gains to beneficiaries
Attribution issues, TOSI, and Kiddie Tax
Change of control and deemed year end on change of trustee
Impact of trusts on association of corporations
Handling the 21-year rule
Don't miss this opportunity to quickly improve your knowledge, spot issues, understand outcomes, and gain valuable planning ideas. This is 2 hours well spent.
Dates
An in-depth 2-hour seminar with a 30-minute live Q&A to conclude. The session will run from 12:00 PM EST to 2:30 PM EST.
| Live Session | Tuesday, March 4, 2025 |
Topics
Trusts are inherently complex and subject to constant change as situations evolve.
Given their frequent use by the rich, the CRA closely scrutinizes trusts, and numerous amendments have been introduced to address past abuses. Many professionals have partial knowledge in this area, which can lead to costly mistakes.
This seminar will equip you with the expertise to spot issues, avoid pitfalls, and implement effective solutions.
✔ Trust Distributions and Designations
✔ Attribution/Reversion, TOSI, Kiddie Tax
✔ Change of Control Issues
✔ Association Issues
✔ 21-Year Rule
Each problem is paired with practical solutions and worked examples.
Yes, the session will be recorded and uploaded. With your registration, you will have access to the recording and all materials for one year. You may view the material as many times as you need before the enrollment expiry in one year. The certificate of completion can be claimed at any time.
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.
FCPA, FCA, FCCA (UK), FTIHK, CTA, TEP
As a founding partner of Cadesky Tax, Grace brings more than 25 years of experience in Canadian and international tax, foreign investment into Canada, international acquisitions, tax treaties, Canada/U.S. tax, estate planning, transfer pricing, and tax disputes.
FCPA, FCA, FTIHK, CTA, TEP (EMERITUS) | Managing Partner
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.
CPA, CA, TEP
Hugh Woolley is an independent tax consultant who has taught income tax for over 30 years for a number of different professional organizations. Hugh has written courses for CPA Canada and over 10 papers for the B.C. Tax Conference as well as papers for the CTF’s National Tax Conference and STEP Canada’s National Conference. From 1990–1992 he worked at the CRA’s Rulings Directorate in Ottawa writing “butterfly” tax rulings. Hugh is a past Governor of the Canadian Tax Foundation.
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