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This course is for you if
You are a professional looking to refresh with current tax knowledge
You are training staff
Overview
The second course in the DMA™-Personal Tax Services Specialist Designation.
This comprehensive course delves deeply into the deductions, tax credits, and tax calculations on the personal tax return, with an emphasis on capital gains and losses, and registered and non-registered investment income sources. It overviews common and advanced client profiles, while sending students to the dynamic commentary in EverGreen Explanatory Notes.
What you will learn
This course will enhance your existing tax knowledge for families, employees, investors and retirees as well as introduce you to the basic concepts for filing tax returns for self-employed proprietors and filing of returns in the year of death.
I loved the course setup. I could work at my own pace and I could print off the assignments. This course, unlike other courses, did not treat me like a child by expecting an assignment each week. This course just gave me a deadline for completion and allowed me to work as quickly or as slowly as I deemed necessary.
—Robert J. S., Manitoba
Scope of the course
- Update and Review
- Family Filing
- Employment Income
- Unique Employment Profiles
- Retirement
- Investors
- Asset Management
- Life Events
- Business Starts and Stops
- Death and Estate Planning
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
