CHOOSE YOUR PATH FORWARD
Tax Learning Paths
Select your learning path and view tailored courses designed by Canadian tax experts who advise individuals and private clients.
Learning Path
Individual Tax
Personal tax topics commonly encountered in everyday practice.
Learning Path
Owner-Manager
Taxation of private corporations and shareholders, including integration, remuneration, income splitting, and capital gains exemption.
Learning Path
Estate Planning
Planning for estate freezes, trusts, taxation on death, and succession of the family business.
Learning Path
International Tax
Addressing cross-border issues including U.S. tax, T1134, foreign tax credits, and tax treaties.
Learning Path
Tax Practice
Navigating interactions with CRA, ethical issues, and reading the Income Tax Act.
Learning Path
Special Topics
Advanced provisions such as rollovers, acquisition of control, debt forgiveness, and interest expense.
Individual Tax
Personal Tax in Everyday Practice
Covers the personal tax topics Canadian CPAs encounter most — principal residence, divorce, departure tax, stock options, and the alternative minimum tax. Built for practitioners who need practical, applicable answers, not survey-level overviews.
Owner-Manager
Private Corporations and Their Shareholders
From corporate tax rates and integration theory to income splitting, capital gains exemption, and association rules — this path covers the full scope of owner-manager taxation. Ideal for CPAs advising private business clients on compensation, structure, and planning.
Estate Planning
Wealth Transfer, Trusts, and Succession
Practical courses on estate freezes, trust taxation, deemed dispositions at death, and family business succession. Designed for CPAs advising clients on preserving wealth across generations and minimizing tax on transfer.
International Tax
Cross-Border Planning for Canadian CPAs
Covers the international tax issues Canadian practitioners encounter most — doing business in the U.S., T1134 foreign affiliate reporting, foreign tax credits, and departure tax. Taught by practicing international tax professionals with decades of cross-border experience.
Tax Practice
Running and Protecting a Tax Practice
Ethics, CRA audits, penalties, and the professional skills that keep a tax practice defensible. This path is built for CPAs who want to navigate CRA interactions confidently, manage risk, and meet their professional obligations.
Special Topics
Advanced Provisions Under the ITA
Deep dives into complex, high-stakes provisions — rollovers, acquisition of control, debt forgiveness, and tariffs. Each course addresses a specific area of technical complexity that arises in restructuring, M&A, and distressed situations.
