Income Tax

CICA SPECIALIZED TAX COURSE:
Advanced Tax Issues for the Owner-Managed Business Course

November 10-14, 2012
Fairmont Tremblant
Mont Tremblant, QC

COURSE OUTLINE

This course is designed for CAs and other professionals who work predominately with owner-managed businesses on estate planning, retirement and succession planning, or for those working in an industry setting who wish to expand their knowledge in this area. It offers an advanced format in which you can acquire innovative solutions to the most intricate financial situations that confront the business owner today.

WHO SHOULD ATTEND:

Chartered Accountants and other professionals who:

• Work predominately or exclusively with owner-managed businesses on estate planning, retirement and succession planning
• Work in an industry setting and wish to expand their knowledge in this area or need a refresher to keep up to date with emerging trends and strategies
• Work in a government setting, and deal with estate and succession planning matters

TOPIC TITLES INCLUDE

• Business Succession Planning
• Owner-Manager Remuneration
• Trusts
• Estate Freezes
• Post Mortem Tax Planning
• Life Insurance Planning

CPD CREDITS

Up to 25 hours

TUITION

$4,195 (plus applicable taxes)
Additional in-residence daily rate and facility fee

PREREQUISITE

Applicants should have completed the CICA In-depth Tax Course – Parts 1 & 2 (or equivalent) and have at least two years of post in-depth tax experience, with some emphasis in personal financial planning, wealth preservation and advanced tax planning for owner-managers.