LEARNING PATH
Individual Tax
This path is designed for CPAs and tax practitioners who advise individuals, families, and owner-managers, offering both technical guidance and practical insights.
Personal Tax Planning Strategies
Learn advanced personal tax planning techniques including income splitting, tax deferral strategies, and optimization methods for high-net-worth individuals.
Owner-Manager Compensation Planning
Master the complexities of owner-manager compensation including salary vs. dividend decisions, TOSI implications, and tax-efficient structures.
Estate Freeze Techniques
Explore advanced estate freeze strategies, valuation considerations, and succession planning tools for family businesses and wealth transfer.
Cross-Border Tax Compliance
Navigate complex international tax requirements including foreign reporting obligations, tax treaties, and cross-border transaction planning.
CRA Audit Defense Strategies
Learn effective strategies for representing clients during CRA audits, appeals processes, and dispute resolution techniques.
