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Post Mortem Tax Planning - filmed in 2018

Individual Course Price: $175.00

Number of PD Hours: 3

Course Code: OL19Post

Date: Now Available

Time: Now Available


AJAG Online


This course will be written and presented by Perry Truster, FCPA, CPA

Course topics will include:


  • The executor’s year and graduated rate estates 
  • Utilizing testamentary trusts 
  • Post-mortem donations 
  • Share valuation in the terminal return 
  • Death benefits 
  • RRSPs and RRIFs 
  • The impact of the new rules re tax on split income 
  • Spouse/common-law partner trust rollovers 
  • Alter ego and joint partner trusts 
  • The subsection 164(6) loss carry-back to the terminal return
  • Capital dividends and subsection 164(6) 
  • The windup bump-stepping up the tax value of corporate assets 
  • The pipeline-extracting corporate surplus using the high ACB of inherited shares 
  • The post-mortem freeze 
  • Principal residence of a personal trust-the new rules 
  • Terminal returns available 
  • Rights or things 
  • Clearance certificates
Quick Links
Hot Topics for 2019...
1. Ethics - CPA Code of Professional Conduct
2. Estate Planning
3. Income Tax Update
4. TOSI Troubles Parts 1 & 2
In-Class locations:

Toronto - Temple Sinai. 210 Wilson Ave, North York, ON M5M 3B1

Oakville - Le Dome. 1173 North Service Road East. Oakville, L6H 1A7

Markham - Markham Event Centre. 95 Duffield Drive, Markham, L6G 0A8

How to Save Even More

For our accounting professional development programs:


SAVE $255 

when you register for our core package of 7 courses as opposed to buying each course individually

SAVE $440

when you register for our classic package of 11 courses as opposed to buying each course individually


SAVE $280

when you register for our flex package of 14 courses as opposed to buying each course individually


If your firm is purchasing more than 10 packages please contact Alison Winton for pricing 

(905) 881-9285 ext 102