You can now save your spot for the 2025 Tax Seminar Series. Upon completion, registrants will receive a Certificate of Completion for 20 hours of verifiable CPD.
To register multiple staff members, increase the quantity to match the number of participants during checkout.
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2025 Tax Seminar Series Schedule
Registrants have the flexibility to attend each session at either 9 AM ET or 12 PM ET.
September 9
September 25
October 9
October 21
November 4
November 18
December 4
December 16
Module Preview
Module A
2025 Tax Update
A tax update session covering what's new for 2025 and a case law update reviewing recent developments.
Module B
Bare Trusts Are Back
Unfortunately, bare trust reporting is back on the menu for 2025 with filings due March 2026. The rules have been modified but many issues remain.
Module C
AMT, Your New Tax Partner
Review AMT changes from 2024 and share our experience with AMT issues for individuals and trusts. Learn about the typical AMT profiles that cause trouble and get tax planning ideas to recover AMT and minimize future exposure.
Module D
Ten Tax Issues You Don't Want
This session covers the costly mistakes you want to avoid – and how to prevent them: getting behind on debit balances, Part IV tax on inter-corporate dividends, unexpected deemed dividends, attribution issues where foreign tax credits are lost, superficial loss problems, wrong principal residence choices, flipped property issues, eligible dividends and NERDTOH complications, excessive salary problems, and kiddie tax issues.
Module E
US Tax Update
Review of the "big beautiful bill": increased exemption limits for U.S. estate tax, the U.S. Gold Visa Card, tax-exempt tips and overtime pay, and more.
Module F
Capital Gains Exemption
A detailed look at the capital gains exemption rules, purification strategies, good and bad structures, use of trusts, and practical planning ideas.
Module G
A Matter of Interest Expense
The rules that limit interest expense; general requirements, earnings limitations, thin capitalization rules, and other related issues.
Module H
Owner-Manager Remuneration (I)
Tax rates and integration, corporate tax (small business deduction, investment income, personal services business), forms of remuneration (salary v. dividend), AMT, capital gains remuneration, and shareholder loans.
Module I
Owner-Manager Remuneration (II)
Tax rates and integration, corporate tax (small business deduction, investment income, personal services business), forms of remuneration (salary v. dividend), AMT, capital gains remuneration, and shareholder loans.
Module J
Successful Income Splitting Strategies
Overcome hurdles like attribution and TOSI rules, review income splitting structures and strategies that work.
Module K
Capital Gain v. Income
Basic rules for distinguishing capital gains from income, with specific application to real estate, gains in the stock market and crypto investments.
Module L
Ethics and Tax Practice
Effective dating versus backdating, risks in tax practice and ways to reduce exposure.
Module M
When Is It Statute Barred
Understand the rules on when a year is statute barred, extended time periods, misrepresentation issues, and how to defend a statute barred position.
Module N
Year-End Tax Planning
Our year-end planning review will cover hot issues for 2025 and important year-end matters.
