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Professional Estate Taxation Spotlight

Enroll with Unlimited Pass — All courses shown are included in Unlimited Pass
  • Video Course
    workspace_premiumBest Instructor
    Accounting & Tax: Tax Planning & Compliance

    Bare Trusts: Where Did We Land for the March 2027 Filing Requirements?

    The final rules, the exemptions, and how to get clients ready.

    CA$156-27%CA$214
    2 CPD hours
    Clearline Consulting
    4.9
    (31)
    Published at Oct 8, 2026
    Updated at Oct 8, 2026
  • Video Course
    Accounting & Tax: Estate Taxation

    Mastering Taxes at Death: Estate & Post-Mortem Tax Planning

    Go beyond compliance. Learn practical strategies to confidently prepare terminal and estate tax returns, delivering crucial tax savings and peace of mind for grieving families.

    CA$71-54%CA$156
    1 CPD hour
    Parveen Sidhu
    4.9
    (179)
    Published at Aug 26, 2025
    Updated at Aug 26, 2025
  • Video Course
    Law: Tax Law

    The Trust Routing Rule: Tax Beyond the Structure

    Stop viewing trusts as tax-saving tools and start mastering the routing logic that determines who actually pays the bill.

    CA$60-33%CA$89
    1 CPD hour
    Jim Y. Huang
    4.9
    (52)
    Published at Apr 3, 2026
    Updated at Mar 31, 2026
  • Video Course
    Accounting & Tax: Estate Taxation

    Lifecycle Financial Planning: Estate Planning - Form 1041 Basics

    Master the essential income tax return for estates and trusts to minimize tax liability for your clients.

    US$62-19%US$77
    1 CPD hour
    David Peters
    5.0
    (5)
    Published at May 19, 2026
    Updated at May 19, 2026
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  • Video Course
    workspace_premiumBest Instructor
    Finance: Corporate Finance

    Tax Implications of Employee Stock Options

    Master the complex tax life cycle of stock options, from CCPC deferrals to AMT exposure and CRA compliance.

    CA$69-30%CA$99
    1.5 CPD hours
    John Siembida
    4.8
    (17)
    Published at Aug 21, 2026
    Updated at Aug 20, 2026
  • Video Course
    Tax: Estate Taxation *

    CRA Debts and Insolvency for Canadian Accountants 101

    A Comprehensive Podcast Tailored to Accountants Covering the Remedies Available to Canadians Facing Insolvency as a Result of CRA Debts

    CA$71-54%CA$156
    1 CPD hour
    Steven Pitucci
    4.9
    (19)
    Published at Nov 26, 2025
    Updated at Nov 26, 2025
  • Video Course
    Accounting & Tax: Estate Taxation

    Preserving Wealth: Practical IHT Solutions for 2025 & Beyond

    Navigate the new IHT landscape with practical, expert-led strategies to preserve your clients' wealth.

    CA$68-27%CA$93
    1.5 CPD hours
    Samuel Back
    Published at Apr 8, 2026
    Updated at Apr 8, 2026
  • Video Course
    Accounting & Tax: Estate Taxation

    Pensions Tax Updates for 2026

    A practical update on pensions tax developments, allowances, and withdrawal strategies to help advisers support confident client decision-making in 2026 and beyond.

    CA$71-54%CA$156
    1 CPD hour
    Richard Johnston
    Published at Feb 18, 2026
    Updated at Feb 17, 2026
  • Video Course
    Accounting & Tax: Estate Taxation

    Rural Tax & Intra-Family Asset Transfers: Triplecast Guide

    Primary Sector Taxation: Key Issues, Case Studies, and Solutions

    US$59-55%US$130
    2 CPD hours
    TEO Training
    5.0
    (1)
    Published at Jan 22, 2025
    Updated at Jan 20, 2025
  • Video Course
    Accounting & Tax: Estate Taxation

    Trusts as a Cornerstone of Succession Planning

    Planning for Intergenerational Wealth Transition: Ensuring Trusts Deliver Smooth Succession and Positive Outcomes

    US$51-54%US$112
    1.5 CPD hours
    TEO Training
    Published at Jan 22, 2025
    Updated at Jan 21, 2025