On-demand tax seminars for CPAs and tax professionals across Canada. Thirty years of Canadian tax education, verifiable CPD hours, and a certificate the moment you finish. Answer three questions and we will point you to the right program.
Personal tax, owner-manager tax, estate planning, international tax, tax practice and special topics. Choose a path to see its full sequence of courses.
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01
The 30th anniversary edition. 8 seminars from September to December, 20 hours of verifiable CPD + 2 hours of Professional Ethics in one registration, and the seminar archive included.
02
Four hours inside the T1134 foreign affiliate information return, written for the CPA who inherited a foreign affiliate and has no specialist to ask.
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03
10 structured modules built for practitioners. Covers integration, the small business deduction, refundable tax, remuneration, TOSI income splitting, and the traps that catch owner-managers most often.
04
Every major rollover provision, from s. 85 to ss. 51 and 86, the mechanics of each election, and the drafting errors that undo them.
05
Foreign income, Canadian tax, and the country by country s. 126 calculation that decides how much of it you get back.
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06
The 21 year rule, T3 trust reporting and four other trust problems, each one taken from a file that had to be repaired.
On-demand programs for CPAs and tax professionals, from focused refreshers to full-length deep dives. Each one includes the recording, annotated slides, a knowledge assessment and a verifiable CPD certificate.
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The reformed AMT rules, in force since 2024, pull in capital gains, donations and employee options at once. Work out who actually gets caught.
Minimum tax paid in an earlier year is recoverable for seven. Find it before the AMT carryforward runs out.
The exemption everyone assumes they understand, until the change of use under s. 45(2), the extra half hectare, or the trust ownership comes up.
Property splits, support payments and unwinding the s. 74.1 attribution rules, in the order a separation agreement actually arrives.
The $200,000 vesting cap, the employer deduction election, and how the deferral works inside a CCPC.
The flat rate method is gone. What qualifies now, what the T2200 has to say, and where the claims get denied.
10 structured modules built for practitioners. Covers integration, the small business deduction, refundable tax, remuneration, TOSI income splitting, and the traps that catch owner-managers most often.
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Five tests in subsection 256(1), and a discretionary trust that quietly associates three companies that never met.
How tax practitioners are using AI on real files today, and the failure modes that would cost you a client.
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TOSI compliant splitting that survives a review, including the excluded share and excluded business routes.
Qualify the shares as QSBC, purify the balance sheet, and protect the LCGE claim before the letter of intent is signed.
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Salary or dividends, and the integration arithmetic that tells you which one for this client, this year.
The passive income grind on the $500,000 business limit is reaching further every year. Where the limit goes, and how to keep it.
Rental income can cost a corporation the small business rate. The five employee test and the associated corporation fix.
Six structures for a professional corporation, the provincial rules that constrain them, and which one fits.
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Five real holdco and opco client structures, diagnosed on screen and rebuilt.
The 21 year rule, T3 trust reporting and four other trust problems, each one taken from a file that had to be repaired.
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Moving the business to the next generation under the intergenerational transfer rules in s. 84.1 without losing the exemption.
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Four estate freeze structures, the valuation support each one needs, and the double tax trap waiting at the end.
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Pipeline, s. 164(6) loss carryback, or both. The post-mortem decisions have a deadline and most of them are irreversible.
Four hours inside the T1134 foreign affiliate information return, written for the CPA who inherited a foreign affiliate and has no specialist to ask.
How to read a Canadian tax treaty in order: residence, then the distributive articles, then the MLI sitting on top of it.
Foreign income, Canadian tax, and the country by country s. 126 calculation that decides how much of it you get back.
Permanent establishment, state nexus and the US LLC question. The structure is far cheaper to get right before the first sale.
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One US person in the family can reshape an entire Canadian estate plan. Find them before the trust is settled.
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Departure tax, the residual ties that keep a client resident, and the security election on unrealized gains.
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CRA audit through notice of objection through taxpayer relief. What works, what escalates, and what to put in writing.
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Conflicts, client pressure and aggressive positions. Where the professional line sits, with the required ethics hours.
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Three mandatory disclosure regimes arrived since 2023. Miss one and the penalty is not proportionate to the oversight.
Every major rollover provision, from s. 85 to ss. 51 and 86, the mechanics of each election, and the drafting errors that undo them.
Higher expenditure limits and wider eligibility for SR&ED credits. What to claim now for clients you had written off as ineligible.
Shares or assets. One decision, opposite answers for the two sides, and the price adjustment that bridges them.
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Current use, direct use, and the s. 20(1)(c) tracing that has to hold up years after the borrowing.
A change of control resets the year, streams the losses and writes down the assets. Plan the sequence around it.
The forgiven amount grinds through the s. 80 ordering rules before anything is left to include in income.
The 30th anniversary edition. 8 seminars from September to December, 20 hours of verifiable CPD + 2 hours of Professional Ethics in one registration, and the seminar archive included.
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Ten years of recorded seminars, indexed by topic and included with every Series registration.
The recording is the starting point. What makes the material usable on a live file is the reference set around it.
The full session as it was presented live, chaptered so you can return to one provision without scrubbing through the hour.
Not a summary deck. The presenter notes carry the statutory references, the examples and the reasoning behind each position.
A short quiz that confirms the material landed and satisfies the verifiable requirement. Retake it as often as you need.
Short screen recordings working through a form, a calculation or a structure diagram at the pace you would work through it yourself.
Follow-up questions answered by the presenters after the seminar ends, so the material keeps working on a live file.
Verifiable hours issued the moment you finish, stored in your account and ready for your reporting.
Managing partner at Cadesky Tax and a committed contributor to tax and accounting since 1980. A trusted lecturer and advisor to government, he has authored numerous papers and books.
An independent tax consultant who has taught income tax for over 30 years. He has written courses for CPA Canada, papers for major tax conferences, and served as past Governor of the Canadian Tax Foundation.
Grace brings over 25 years of experience in Canadian and international tax, foreign investment, acquisitions, tax treaties, estate planning, and tax disputes.
Dean has provided U.S. and Canada cross-border planning and compliance for over 30 years, helping clients navigate the unique challenges of integrating two tax systems.
For years, Matthew has guided domestic and overseas clients through complex Canadian tax matters.
Practicing taxation since 2000, Nancy specializes in Canadian and international tax, estate planning, cross-border transactions, and international business structuring.
Full-length seminars at no charge, with the same recording, the same assessment and the same verifiable CPD certificate as every paid program.
Ten tariff and customs questions clients started asking overnight, answered in under an hour at no cost.
Two free hours on the year-end planning moves worth making before December 31, and the ones that no longer work.
Yes. Every program includes a knowledge assessment and issues a certificate of completion with the verifiable CPD hours shown, which you can use for your annual CPD reporting.
Requirements are set by each provincial CPA body. Most follow the harmonized standard of at least 20 hours a year, 10 of them verifiable, and 120 hours over a rolling three-year period, 60 of them verifiable, plus an ethics component. Confirm the exact rules with your provincial body.
Yes. Tariffs: 10 Tricky Questions (1 hour) and Year-End Tax Planning (2 hours) are free, with the same assessment and certificate as paid programs.
Immediately. The certificate is issued the moment you complete the program and assessment, and it stays stored in your account.
Yes. Every program in the catalog is an on-demand recording you can start, pause and finish on your own schedule, with slides, notes and walkthrough videos alongside.
The 2026 Tax Seminar Series includes 8 seminars from September to December, 20 hours of verifiable CPD plus 2 hours of professional ethics, and access to the seminar archive.
Practising Canadian tax specialists, including Michael Cadesky, Hugh Woolley, Grace Chow, Dean Smith, Matthew Cho and Nancy Yan, with credentials including CPA, CA, TEP and CTA.
Six learning paths: personal tax, owner-manager tax, estate planning, international tax, tax practice and special topics, covering areas such as AMT, TOSI, the T1134, section 85 rollovers, trusts and CRA disputes.
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