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Professional Estate Taxation Spotlight

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The Trust Routing Rule: Tax Beyond the Structure
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$61-32%CA$90
1 CPD hour
Jim Y. Huang
5.0
(34)
Published at Apr 3, 2026
Updated at Mar 31, 2026
Mastering Taxes at Death: Estate & Post-Mortem Tax Planning
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$72-54%CA$158
1 CPD hour
Parveen Sidhu
4.9
(165)
Published at Aug 26, 2025
Updated at Aug 26, 2025
Tax Implications of Employee Stock Options
Video Course
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$70-30%CA$100
1.5 CPD hours
John Siembida
4.7
(7)
Published at Aug 21, 2026
Updated at Aug 20, 2026
CRA Debts and Insolvency for Canadian Accountants 101
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$72-54%CA$158
1 CPD hour
Steven Pitucci
4.9
(17)
Published at Nov 26, 2025
Updated at Nov 26, 2025
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Estate Taxation and Planning for Accountants
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$72-54%CA$158
1 CPD hour
Abdulrehman El Halies
4.4
(351)
Published at Nov 9, 2023
Updated at Feb 12, 2024
Preserving Wealth: Practical IHT Solutions for 2025 & Beyond
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$69-27%CA$94
1.5 CPD hours
Samuel Back
Published at Apr 8, 2026
Updated at Apr 8, 2026
Pensions Tax Updates for 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$72-54%CA$158
1 CPD hour
Richard Johnston
Published at Feb 18, 2026
Updated at Feb 17, 2026
Lifecycle Financial Planning: Estate Planning - Form 1041 Basics
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
(1)
Published at May 19, 2026
Updated at May 19, 2026
Trusts as a Cornerstone of Succession Planning
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
Residential Care Subsidy (RCS) - A Review of the Rules
Video Course
Accounting & Tax: Estate Taxation

Residential Care Subsidy (RCS) - A Review of the Rules

Advising Clients on Long-Term Care and Estate Planning.

US$44-55%US$97
1 CPD hour
TEO Training
Published at Jan 23, 2025
Updated at Jan 21, 2025