Income Tax Series

In the ever-evolving world of tax, staying informed is crucial. Our monthly seminar series offers timely updates on current announcements and critical topics in income tax. By registering for this series, you’ll ensure you’re always up-to-date with the latest developments and proposed tax rule changes.

Covering the Federal governments’ 2025 budgets, this session will identify and explore some of the tax, planning and fiscal implications. Attend this seminar to learn what changes have been announced in these budgets related to taxes and government .

Registered plans (such as RRSPs, RRIFs, RESPs, RDSPs, TFSAs and FHSAs) are a common savings vehicle for Canadians. Generally, income and capital gains earned within a registered plan are not subject to taxation in Canada. However, in some circumstances, registered plans and their plan holders may be subject to tax. This session will explore the tax consequences arising from holding non-qualified investments and prohibited investments in a registered plan.

This session provides an overview of US Personal and Corporation taxation from a Canadian perspective. The session discusses key considerations for Canadian individuals and businesses that may have an obligation to file a US tax return when working, living or doing business in the US. Participants will have a better understanding of US tax concepts, high-level differences in the taxation between the two countries, and how the tax treaty may apply.

The general anti-avoidance rule (“GAAR”) has become a frequent issue for taxpayers and their advisors. Cases involving the GAAR are being litigated more than ever before. This session will explore the framework of the newly amended GAAR. Participants will explore the underlying statutory provision, along with the relevant case law.

Please note: This series is offered in collaboration with CPA Western Provinces. The content is applicable to all participants.

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