30th Annual Series

2026 Tax
Seminar Series

Begins September 15, 2026.

Days

Hours

Minutes

Seconds

The series is underway. Registration remains open, and every session so far is available on demand.

2026 Tax Seminar Series Detailed Program

20H Verifiable CPD · September to December

Seminar 01 September 15

Module A

Tax Update 2026

Important tax changes for 2026 that you need to know.

Key legislative amendments and what they mean for your clients

CRA administrative positions and recent guidance

Hot issues practitioners are facing right now

Upcoming deadlines and compliance reminders for the year ahead

Module B

Bare Trusts Are Back

2026 is finally the year for bare trust filings. We explain the rules with multiple examples of common situations.

When a bare trust exists, illustrated with common real-life examples

Exemptions from reporting, including recent additions to the list

How to report, with worked examples

Practical tips for gathering information and confirming when reporting applies

Seminar 02 September 24

Module C

Advising Young Adults

Tax issues for young adults illustrated around key life events.

University: tuition credits and RESP withdrawals

First job: moving expenses and employment benefits

First home: Home Buyers' Plan and FHSA strategies

Marriage, children, and childcare deductions

Starting a new business and joining the family business

Family Business Succession

Module D

New Rules for Voluntary Disclosures

CRA's Voluntary Disclosures Program has been overhauled. We break down the new framework and what it means for clients coming forward.

Key changes to the VDP framework and eligibility criteria

New relief categories and how they compare to the prior regime

Step-by-step guidance on preparing a successful application

Common pitfalls that can disqualify an otherwise valid disclosure

Seminar 03 October 6

Module E

Leaving Canada

What happens when your client becomes a non-resident, key strategies to minimize and postpone tax, and how to avoid a double tax outcome.

Deemed disposition rules on departure and how they apply

Strategies to minimize and defer departure tax

Special tax filings, clearances, and withholding obligations

Common planning mistakes on departure and how to address them

Residence analysis, severing ties

Module F

Successful Fairness Applications

If you don't ask, you don't get - but how you ask can make a difference. Learn how to maximize the chances of a successful application.

When and how to use the Taxpayer Relief Program

How to write a compelling application that stands out

Strategies for interest reduction, penalty waiver, and late election acceptance

Common mistakes that lead to rejections

Seminar 04 October 20

Module G

Purchase and Sale of a Business

A practical guide to the key tax considerations on both sides of the transaction.

Sale side: capital gains exemption, safe income, earnouts, creative strategies, and structuring the deal

Buy side: acquisition companies, interest expense deductibility, asset step-up planning and amalgamations

Asset sale versus share sale: analysis and trade-offs

Due diligence items and post-closing tax considerations

Common issues that arise

Reporting the sale transaction to the sellers

Seminar 05 November 3

Module H

Owner-Manager Remuneration

Plan an optimum remuneration strategy, illustrated with case studies and AI applications demonstrated live.

Small business deduction: rules, traps, and current rates

Integration: salary versus dividend and what the numbers say

Debit balance rules, shareholder loans, and income splitting considerations

AMT implications for the owner-manager

AI applications for remuneration analysis, shown in real time

Seminar 06 November 17

Module I

Managing a CRA Audit

Audit activity has increased greatly. CRA has new powers and new approaches - including client interviews. A practical guide to managing the process from first contact to resolution.

What is driving increased audit activity and common triggers

CRA's new information-gathering powers and how they are used

The client interview: what it is and how to prepare

Practical tips for managing an audit from first contact to resolution

Module J

Tax Avoidance Tools

A fast-paced look at the anti-avoidance tools CRA can deploy against a tax plan, illustrated through mini case studies.

Specific anti-avoidance provisions you need to know

Mini case studies: what not to do and why

Common defences when CRA challenges a plan

Valuation, income attribution , deductibility of expenses, deemed dividends, and shareholder benefits

Seminar 07 December 1

Module K

Acquisition of Control

Missing an acquisition of control can have devastating results. Essential knowledge for every advisor on when it arises and what to do about it.

When an acquisition of control arises, including common triggering events

Consequences: deemed year-end, loss restrictions, and other impacts

Planning strategies to minimize adverse effects

Common traps and how to avoid them

Seminar 08 December 10

Module L

Year-End Tax Planning

The best planning tips for 2026 as we approach year-end.

Capital gains and loss harvesting strategies

AMT planning and minimization before year-end

Effective donation strategies before December 31

Corporate planning: remuneration, bonuses, and timing decisions

RRSP, TFSA, and registered account planning reminders

Meet Your Presenters

Michael Cadesky

FCPA, FCA, FTIHK, CTA, TEP (Emeritus)

Hugh Woolley

CPA, CA, TEP

Grace Chow

FCPA, FCA, FCCA (UK), FTIHK, CTA, TEP

Dean Smith

PhD, CFP, TEP, CPA, CA, RWM

2026 TaxSeminar Series