Verifiable CPD on the estate files that land on a Canadian practitioner's desk: estate freezes, trusts and the 21-year rule, family business succession, and taxation at death. On demand, taught by Cadesky Tax practitioners, certificate included.
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Most practitioners arrive here with one client file in mind. Find it below and go straight to the program that covers it.
Choosing the freeze structure, supporting the value of the preferred shares, and avoiding double tax when the freezor dies.
Estate Freeze arrow_forwardThe deemed disposition, distributing property out before it hits, and the other trust problems that surface on older files.
Trusts: Common Problems and How to Fix Them arrow_forwardThe deemed disposition at death, pipeline or loss carryback, and the post-mortem deadlines that cannot be undone.
Taxation at Death and Post-Mortem arrow_forwardTransferring shares to children under the intergenerational transfer rules without losing the capital gains exemption.
Succession of the Family Business arrow_forwardEvery seminar comes with the recording, detailed slide notes and a verifiable CPD certificate.
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Four freeze structures, the valuation support each one needs, and the double tax trap waiting at the end.
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The 21-year rule and five other trust problems, each one taken from a file that had to be repaired.
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Pipeline, loss carryback, or both. The post-mortem decisions have a deadline and most of them are irreversible.
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Moving the business to the next generation under the intergenerational transfer rules without losing the exemption.
Every seminar is presented by tax professionals who work on client files.
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.
Anything else, reach us through the help centre.
Yes. Every program includes a certificate of completion showing your verifiable CPD hours, which you can report to CPA Ontario, CPA BC, CPA Alberta, CPA Quebec, and the other provincial bodies.
Start with Estate Freeze. The freeze sets up the share structure that trust, succession and post-mortem planning all build on.
These programs cover Canadian estate planning. When a child or grandchild is a U.S. person, see The Troublesome US Beneficiary in our international tax programs.
Access lasts 12 months from the date of registration. Watch, pause and return to a program as often as you like during that time, and download the slides and notes for use on client files.
Yes. Each program stands on its own and earns its own verifiable CPD certificate, so you can take them in any order. If you are new to estate planning, start with Estate Freeze.
Pick the program that matches the client in front of you. Your certificate is issued as soon as you finish.
