Estate Planning Tax Courses
for Canadian CPAs
In-depth Canadian tax courses covering estate freezes, trusts, taxation at death, post-mortem planning, and intergenerational business transfers. Taught by practicing estate and tax professionals. Every course earns verifiable CPD credits.
Estate Planning Programs
All programs are self-paced and available on demand. Each course earns verifiable CPD hours on completion.
What This Learning Path Covers
The Estate Planning learning path addresses the tax issues Canadian CPAs encounter most often when advising clients on wealth transfer, succession, and end-of-life planning.
Estate Freezes and Reorganizations
Section 86 and 51 share exchanges, holding company freeze structures, valuation of freeze shares, re-freeze strategies, and planning to shift future growth to the next generation.
Trusts in Estate Planning
Trust establishment and administration, attribution rules for spousal and family trusts, the 21-year deemed disposition, beneficiary designations, and correcting common compliance errors.
Taxation at Death and Post-Mortem
Deemed disposition on death, terminal and optional returns, spousal rollovers, RRSP and RRIF on death, the pipeline strategy, and loss utilization through post-mortem planning.
Family Business Succession
Intergenerational transfers under sections 84.1 and 55, capital gains exemption preservation on a share transfer, succession timelines, and planning to keep ownership within the family.
Who This Learning Path Is For
Designed for Canadian CPAs advising clients at key wealth transfer moments — from business owners planning succession to executors and advisors navigating the tax consequences of death.
CPAs Advising Business Owners
Tax professionals helping private company owners plan the transfer of their business to family members or the next generation, including freeze and succession structures.
CPAs Working with Trusts
Advisors administering family trusts or spousal trusts who need to navigate attribution rules, the 21-year rule, and common compliance issues that arise in practice.
Estate and Executor Advisors
CPAs preparing terminal returns, advising executors, or planning around the deemed disposition on death — including post-mortem pipeline and loss utilization strategies.
CPAs Building an Estate Planning Practice
Tax professionals looking to expand into estate and succession work and earn verifiable CPD hours across the core estate planning tax issues.
Learn from Practicing Experts
Every estate planning course is taught by practitioners who have spent decades advising on the exact issues covered.
Michael Cadesky
FCPA, FCA, FTIHK, CTA, TEP
Managing partner at Cadesky Tax. Trusted lecturer, advisor to government, and author of numerous papers and books on Canadian and international tax since 1980.
Hugh Woolley
CPA, CA, TEP
Has taught income tax for over 30 years. Written courses for CPA Canada and contributed papers to major tax conferences. Past Governor of the Canadian Tax Foundation.
Grace Chow
FCPA, FCA, FCCA, FTIHK, CTA, TEP
Over 25 years in Canadian and international tax, foreign investment, acquisitions, tax treaties, estate planning, and cross-border tax disputes.
Dean Smith
PhD, CFP, TEP, CPA, CA, RWM
Over 30 years providing U.S./Canada cross-border planning and compliance, helping clients navigate the unique challenges of integrating two tax systems.
Matthew Cho
CPA, CA, TEP
Has guided domestic and overseas clients through complex Canadian tax matters, bringing precision and clarity to every engagement.
Nancy Yan
CPA, CA, TEP
Practicing taxation since 2000, specializing in Canadian and international tax, estate planning, cross-border transactions, and international business structuring.
Verifiable CPD Hours Included
Every course in this learning path qualifies for verifiable CPD hours and is accepted by CPA provincial bodies across Canada.
Verifiable Hours
Qualifies for verifiable CPD, not just unverifiable hours
Instant Certificate
PDF certificate issued automatically on completion
One-Year Access
Access materials and recordings for a full year from enrollment
Full Materials
Slides, advance reading, ITA references, and colour-coded notes
Start Building Your Estate Planning Expertise
Enroll in one course or explore all Canadian tax programs.