What We Will Cover:

2024 is a landmark year for tax changes. On top of the complexity build over the past decade, we have two additional challenges this year; the capital gains inclusion rate (1/2 to 2/3) and a new minimum tax regime (AMT).

  • Capital Gains and Loss Selling Strategies

  • Targeting Capital Gains to Stay Within the ½ Inclusion Rate ($250,000 of Capital Gains) Strategies and Profiles That Result in AMT

  • Income Splitting Strategies for Trusts Under the New AMT Rules

  • A Caution for Your Principal Residence Exemption

  • Beware Short Term Rental of Residential Property

  • Strategies for Taking Money Out of a Corporation, Especially If You Have Personal Borrowings

  • A Caution on Large Donations of Public Company Stock

  • Issues on Exercising Stock Options

  • And Much More

Register Now: Complimentary Year-End Planning Seminar

Save Your Seat | Free

December 2nd | 12 PM EST

Join us on Monday, December 2, 2024, at 12 PM EST for this important seminar. Registrants will receive a detailed email with all important links and instructions.

2024 Year-End Tax Planning

  • 1.5 Hours Verifiable CPD
  • Led by Tax Professionals
  • Includes Seminar Recording (Limited Time)

Meet Your Presenters

Michael Cadesky

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.

Hugh Woolley

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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