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Professional Estate Taxation Spotlight

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  • 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$153-27%CA$210
    2 CPD hours
    Clearline Consulting
    5.0(57)
    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$69-55%CA$153
    1 CPD hour
    Parveen Sidhu
    4.9(188)
    Published at Aug 26, 2025
    Updated at Aug 26, 2025
  • Video Course
    Accounting & Tax: Estate Taxation

    Estate Planning & Tax: Key CPA Strategies

    Navigate the complexities of death, taxes, and probate to protect client wealth and ensure seamless estate administration.

    CA$58-30%CA$83
    1 CPD hour
    Brian Anderson
    5.0(7)
    Published at Nov 6, 2026
    Updated at Nov 9, 2026
  • 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$59-32%CA$87
    1 CPD hour
    Jim Y. Huang
    4.9(68)
    Published at Apr 3, 2026
    Updated at Mar 31, 2026
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  • 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
  • Video Course
    Accounting & Tax: Estate Taxation

    Estate Taxation and Planning for Accountants

    Navigating the Nuances of Estate Taxation: A Guide for Accountants to Master Estate Planning and Tax Strategies

    CA$69-55%CA$153
    1 CPD hour
    Abdulrehman El Halies
    4.4(356)
    Published at Nov 9, 2023
    Updated at Feb 12, 2024
  • Video Course
    Accounting & Tax: Estate Taxation

    Taxation of Trusts: Rates, Income, Distribution & Compliance

    Understand key taxation issues in trusts, including beneficiary income, trust distributions, and maintaining complying trust status.

    US$66-54%US$145
    2.5 CPD hours
    TEO Training
    Published at Jan 22, 2025
    Updated at Jan 22, 2025
  • Video Course
    Accounting & Tax: Estate Taxation

    Winding Up a Trust: Tax and GST Implications

    Understanding Taxation Issues When Closing Trusts

    US$44-55%US$97
    1 CPD hour
    TEO Training
    Published at Jan 23, 2025
    Updated at Jan 17, 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
    5.0(1)
    Published at Jan 22, 2025
    Updated at Jan 21, 2025
  • Video Course
    workspace_premiumBest Instructor
    Accounting & Tax: Estate Taxation

    Bare Trust Reporting Rules: Beyond Compliance—Interpretation and Risk Management

    This course will provide tax professionals with a practical overview of Canada’s bare trust reporting rules, including when the rules apply, common compliance traps, CRA administrative guidance, and a

    CA$126-20%CA$158
    2.5 CPD hours
    AJAG Professional Development
    5.0(3)
    Published at Nov 9, 2026
    Updated at Nov 9, 2026