Cadesky Tax Seminars — All Courses

Canadian Tax Courses
for CPAs & Tax Professionals

Every program is developed by practicing tax professionals, earns verifiable CPD credits, and comes with comprehensive materials you will return to long after the course ends. Browse by practice area below.

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Learning Path

Individual Tax

5 Programs Available7h CPD$50 to $150

Individual tax is where most client relationships begin, and where the most consequential planning opportunities are often missed. Whether your clients are employees with equity compensation, high earners exposed to the revised AMT, homeowners facing a complex principal residence situation, or families navigating a separation, these courses give you the technical depth to advise with confidence rather than caution.

They are designed for the practicing CPA who already knows the basics and wants to move into genuine planning territory.

Principal Residence Exemption — change of use elections, the one-plus rule, flipping property rules, and strategies for maximizing the exemption on a primary home
Taxation & Divorce — support deductibility, property rollovers on marriage breakdown, RRSP transfers, and attribution implications after separation
Stock Options & Employee Incentives — the taxation of equity compensation, stock appreciation rights, RSUs, and the impact of the revised $200,000 annual vesting cap
Alternative Minimum Tax — the revised AMT calculation under the 2024 changes, preference items, the new 20.5% rate, and strategies to reduce or recover minimum tax paid
Office-In-Home Expenses — different rules for self-employed, commission, and non-commission employees; the T2200; and documentation requirements following the end of the flat-rate method
Learning Path

Owner-Manager Tax

9 Programs Available12h CPD$50 to $150

If you advise incorporated business owners, this is your most-used section on the platform. Owner-manager tax sits at the intersection of corporate and personal tax, and it is where a missed planning opportunity or a structural misstep can cost clients significantly.

Nine programs are available now, building from the basics of corporate integration through to multi-entity structures, professional corporation models, and the use of AI in tax practice. Three further programs are in development.

Association Rules — the five control tests, deemed association, and how corporations share the small business limit
Income Splitting Strategies — TOSI rules, the excluded business and excluded shares tests, age-based exemptions, and compliant income splitting approaches
Capital Gains Exemption — QSBC share qualification, purification, the 24-month holding and asset tests, and CGE preservation planning
Tax Rates and Integration — the theory of integration, RDTOH mechanics, eligible vs. non-eligible dividends, and the optimal salary and dividend mix
Small Business Deduction — active income qualification, CCPC status, the passive income grind under s.125(5.1), and strategies to preserve access to the reduced rate
Specified Investment Business — the five-employee rule, the leasing carve-out, the recapture trap, and how to avoid SIB classification
Effective Tax Structures for Professionals — six structural models for professional corporations and the tradeoffs of each, from PSB risk to capital gains extraction
Corporate Structures — five real problem structures diagnosed against CGE access, SBD passive income grind, TOSI, and holding company mechanics
Tax & AI: The Future Arrived Yesterday — how CPAs are already using AI in tax practice, and the critical mistakes that could damage your practice and reputation
Learning Path

Estate Planning

4 Programs Available7h CPD$150 to $225

Estate planning for clients with private company shares, trust structures, and significant assets requires a level of technical depth that goes well beyond general practice. The rules in this area are among the most complex in the Act, and the consequences of errors compound over time and across generations.

These four programs cover the core issues CPAs encounter when advising high-net-worth families on intergenerational wealth transfer, business succession, and post-mortem planning.

Trusts: Common Problems and How to Fix Them — distributions and designations, attribution and reversion, change of control, association rules, and the 21-year rule
Succession of the Family Business — using the intergenerational transfer rules so parents can access the capital gains exemption while transferring the business to the next generation
Estate Freeze — four freeze structures, the NERDTOH double-tax trap, pipeline mechanics, TOSI, and the post-mortem redemption program
Taxation at Death & Post-Mortem — deemed dispositions, the final tax return, registered plan taxation, and strategies to minimize tax liability at death
Learning Path

International Tax

5 Programs Available10.5h CPD$50 to $225

International tax issues arise in practices of every size. A client leaving Canada, a corporation entering the U.S. market, an estate plan complicated by a U.S. beneficiary: these files require specialized knowledge that most general practitioners never fully develop.

These five programs build a solid foundation in Canadian cross-border tax, from the basics of foreign tax credits through to the complexities of U.S. persons in Canadian trust and estate structures. T1134: Behind The Form alone is the most comprehensive primer on foreign affiliate reporting available for non-specialist CPAs.

T1134: Behind The Form — filing requirements, controlled and non-controlled affiliate distinctions, deadlines, and the most common compliance pitfalls
Foreign Tax Credit — basic rules and mechanics, limitations, potential traps, planning strategies, and worked examples for CPAs advising clients with foreign-source income
Doing Business in the U.S. — Canadian and U.S. tax considerations for companies entering the U.S. market, including entry structures, permanent establishment, and treaty benefits
The Troublesome US Beneficiary — US estate and gift tax, UNI rules, CFC/PFIC/GILTI exposure, ULC planning, alter ego trust ACB mismatches, and traps for US citizens in Canada
Leaving Canada — departure tax, deemed disposition on emigration, security posting requirements, treaty relief options, and exit tax minimization strategies
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Tax Practice

3 Programs Available8h CPD$150 to $225

Technical knowledge is only as effective as your ability to apply it confidently in practice. This section covers the procedural and professional foundations every Canadian tax practitioner needs, from managing a CRA audit to understanding your obligations under the mandatory disclosure rules that came into force in June 2023.

Dealing with CRA and Ethics for CPAs are two of the most consistently enrolled programs on the platform. They satisfy CPD requirements and generate immediate, practical value in client-facing work.

Dealing with CRA — audit processes, objection procedures, voluntary disclosure, taxpayer rights, interest, penalties, and the practical strategies that work when CRA pushes back on a client's position
Ethics for CPAs — professional liability in tax practice, identifying and managing conflicts of interest, aggressive tax planning positions, backdating, and the CPA's duty to the client versus the public
Special Reporting Forms — the three mandatory disclosure regimes since June 2023: notifiable transactions (s.237.4), reportable transactions (s.237.3), and RUTT for large corporations (s.237.5), covering all triggers, forms, penalties, and CRA audit powers
Learning Path

Special Topics

5 Programs Available16h CPD$50 to $595

These are the courses for the complex files. The transactions, reorganizations, and technical issues that require real precision, and that most practitioners encounter rarely enough to never fully master.

The flagship program, Rollovers Under The Income Tax Act, is the most comprehensive rollover course available for CPAs in public practice: five parts, 12.5 CPD hours, covering every major rollover provision in the Act, when it applies, how it works mechanically, and the errors that cause it to fail.

Rollovers Under The Income Tax Act — the definitive five-part program covering s.85, s.85.1, s.86, amalgamations, winding-ups, and other common Canadian rollover provisions
Purchase and Sale of a Business — share vs. asset sale, QSBC qualification, CGE crystallization, safe income strips, deemed dividends on share redemptions, and the non-CCPC deferral structure
Interest Expense — par.20(1)(c) conditions, REOI, direct and indirect use, fill-the-hole, current use tracing, disappearing source, refinancing, land, thin cap, and EIFEL
Acquisition of Control — loss restriction events, deemed year-ends, loss streaming, CDA and RDTOH implications, and planning strategies around a change of control
Debt Forgiveness — s.80 income inclusion calculations, the loss and expense reduction ordering rules, capital property cost base adjustments, and planning strategies
Exclusive Programs

Seminars & Archives

2 Programs20h CPD

The 2025 Tax Seminar Series brings together eight expert-led sessions from September through December, covering the most important topics across all areas of Canadian tax practice. Every session is produced to the Cadesky Gold Standard: full materials, live Q&A, and a verifiable CPD certificate.

For access to a decade of seminar content, the Cadesky Tax Seminars Archive provides 200+ hours of premium Canadian tax education. Archive access is included at no additional charge for registrants of the Tax Seminar Series.

2025 Tax Seminar Series — eight sessions, 20 CPD hours, September through December 2025, produced to the Gold Standard for annual Canadian tax CPD
Tax Seminars Archive — access to 10+ years and 200+ hours of premium Canadian tax seminars; free for 2025 Tax Seminar Series registrants
No Cost

Free Programs

2 Programs3h CPDFree

Two free programs available now, with no enrollment fee and no commitment. Both earn verifiable CPD credits and are immediately applicable in practice.

The Year-End Tax Planning session has been one of the most-enrolled programs on the platform year after year. Tariffs: 10 Tricky Questions is a timely addition responding directly to the trade disruption challenges facing Canadian businesses right now.

Tariffs: 10 Tricky Questions — a free 1-hour seminar with Michael Cadesky and international trade expert Robert G. Kreklewetz addressing the tariff challenges facing Canadian businesses in the current environment
2024 Year-End Tax Planning — a free 2-hour session covering critical personal and corporate tax planning areas relevant for 2024; no cost, verifiable CPD included