Certificate Course: Tax Planning for Incorporated Professionals

​What you will learn

This course will teach you how tax compliance differs for micro- and medium-sized businesses. You’ll learn about shareholder matters as they relate to corporate and shareholder tax planning and corporate structure review. Also covered are tax efficiencies such as income splitting, income averaging, tax exemptions and deferrals. You’ll discover the top ten strategies for retirement and succession planning and how to sell a block of business—as in shares versus assets and evaluating access to lifetime capital gains exemption.

This program was very challenging and the information contained was valuable to me in my practice. I plan to keep my journal nearby as a reference when required. This is a very valuable program for anyone in private practice.

-Heather McLeod, NS

​Scope of the course

• Tax Rules for Professional Corporations
• Incorporated vs Non-Incorporated Professional Businesses
• Corporate Structures
• Shareholder Remuneration
• Corporate Shareholder Integration Theory
• Using the PC for Family Benefits
• Retirement Planning for the Incorporated Professional
• Getting the Business Ready for Sale
• Selling the Professional Practice
• Succession Planning: Top Ten Tips
  

​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

Cross Border Taxation