Providing a high-level summary of tax law changes in the past year, this seminar examines current changes and relevant issues in taxation that affect individuals and most businesses in the private sector. Learn how the current levels of personal and corporate tax rates affect and possibly change accepted tax planning techniques. 

A review of the current integration of personal and corporate tax rates is provided. The proposals from the Federal Budget, as well as other sources of information from the Department of Finance and the Canada Revenue Agency (CRA), including news releases, draft legislation, CRA technical interpretations and tax cases, are discussed together with other particular subjects of current relevance and interest. Course coverage will be largely restricted to changes in the last year. 

Due to the nature of this course and the wide range of topics covered, none of the topics are covered with in-depth material. The intent is to provide knowledge and awareness of the recent tax changes. One or more of the topics may be covered in more detail in other available courses.

Applicable for:
This seminar will be beneficial to those who need current information to advise clients, deal with the CRA, and who want to update their existing knowledge of income tax issues to incorporate developments in the past year. As the course focuses only on recent developments, it is best suited for members who take the course annually.

Learning Objectives
By the end of this course, participants should be able to:

• Provide relevant, current tax advice to clients and stakeholders
• Prepare personal and corporate tax returns with knowledge of recent developments
• Complete tax planning arrangements/positions taking into account current issues
• Be confident that they are “up-to-date” with their tax knowledge
  

Content
The topics in this seminar include:

• Tax rate changes/integration
• Update of rules dealing with the taxation of private companies, passive investment income, income splitting, small business deduction, etc.
• Federal budget (2023) 
• Taxation of employment income/benefits 
• Business income/deductions 
• Capital transactions and shareholder issues
• Partnerships/trusts/charities & NPOs/deferred income plans 
• International tax issues
• CRA administrative matters and new matters
• Provincial and territorial update including applicable provincial and territorial budgets

Seminar Leader: Dustin Mansfield

Presented by PD Partner: CPA Pro

What to Expect

•  Materials will be emailed to participants two business days prior to the course date and can be downloaded or printed in advance. Once sent, the email will also be found in your Account Communication tab of the CPA Manitoba Member Portal.
• WIFI and electrical outlets are available if participants wish to bring a laptop or tablet to view the material.
• Prior to your arrival, please ensure you do not have symptoms of a communicable disease (e.g. fever or chills, coughing, sore throat, diarrhea, etc.). If you are exhibiting symptoms, please do not attend the CPAMB event, and contact [email protected] to determine alternate registration/cancellation.
• Health protocols may change without notice to comply with Winnipeg Health Authority guidelines

Location: CPA Manitoba Learning Centre, 1675- One Lombard Place

CPA Manitoba PD Terms and Conditions