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Deceased Tax Planning

Individual Course Price: $175.00

Number of PD Hours: 3

Topics will include:

  • The amended tax on split income rules and estate freezes
  • The executor’s year and graduated rate estates
  • Testamentary trusts other than GREs
  • Post-mortem donations
  • Share valuation in the terminal return Death benefits
  • RRSPs and RRIFs
  • Spouse/common-law partner trust rollovers
  • 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
  • The principal residence of a personal trust; the new rules
  • Terminal returns available
  • Rights or things
  • Clearance certificates
Course Sessions:
CodeProgramSession DateStart Time 
Online201992019/2020 Online 11/7/2019 12:00 AM
103120192019/2020 Toronto Mornings (Thurs) 10/31/2019 9:00 AM
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