Certificate Course: Tax Planning for Corporate Owner-Managers

​What you will learn

The student will understand the different ways in which an owner/manager may draw compensation from an incorporated business to fund income requirements today and plan for future income in retirement and other transition periods.

It is important that we are proactive in terms of planning our clients’ affairs. Knowledge Bureau continues to provide me with relevant knowledge and strategies to help my clients navigate through the complex world of finance, life and taxation.

- George Donkor, ON

​Scope of the course

• The Taxation of Business Income and Its Integration in Personal Taxation
• Understanding Family Compensation Requirements
• Income Tax Treatment of Salary
• Income Tax Treatment of Dividends
• Other Compensation Issues – Benefits, Shareholder Loans
• Income Splitting and the Attribution Rules
• Basic Issues in Using a Holding Company or Trust
• Registered Deferred Income Plans
• Unregistered Deferred Income Plans
• Planning Pitfalls – the Capital Gains Deduction, CNIL, ABIL’s
• Tax on Split Income (TOSI)
  

​What is included

• Tax deductible tuition fees
  
• Potential for Canada Training Grant or other Government programs
• Personal consultation and virtual campus orientation
• Practical case studies using well-known professional software
• Lesson plans and study plans
• Calculators and tools you can use immediately
• Personal instructor support by email
• Testing and certification
• Comprehensive Knowledge Journal
• CE/CPD accreditation by various professional bodies
• EverGreen Explanatory Notes - Online Research Library

DMA™ Family Business Services Specialist

Tax Planning for Corporate Owner-Managers