Skip to main content
by learnformula
Explore courses
search
For Business
Team license & compliance management
For Higher Education
Academic partnerships
For Government Agencies
Government training solutions
For Instructors & Course Creators
Teach on our marketplace
Become a Sponsor
Reach professionals where they learn
Log inStart 7-Day Free TrialStart Free TrialStart Free Trial
search
Explore courses
  1. Homechevron_right
  2. Accounting & Taxchevron_right
  3. Tax Planning & Compliance

Advance your Professional Skills in Tax Planning & Compliance

Start 7-Day Free TrialStart Free TrialStart Free TrialNo charge today. Cancel anytime.

Explore Categories

chevron_leftAll CategoriesAccounting & Tax
AccountingBookkeepingCorporate TaxEstate TaxationFederal TaxFinancial AccountingFinancial Reporting & StatementsForensic AccountingIFRSIncome TaxInternational TaxIRS: Federal Tax Law UpdateIRS: Federal Tax Related MattersManagement AccountingNASBA - AccountingNASBA - Governmental AccountingNASBA - Specialized KnowledgeNASBA - TaxesNot-For-Profit AccountingPartnership Accounting & TaxPayroll AccountingPersonal TaxReal Estate TaxSkills for AccountantsSoft Skills for AccountantsTax Planning & ComplianceTax ReviewTax UpdateTechnology for AccountantsTemporary Category - Spanish & Portuguese Courses

Professional Tax Planning & Compliance 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$153-27%CA$210
    2 CPD hours
    Clearline Consulting
    5.0(57)
    Published at Oct 8, 2026
    Updated at Oct 8, 2026
  • Video Course
    workspace_premiumBest Instructor
    Accounting & Tax: Tax Planning & Compliance

    Compilation Engagements – For the Preparer

    Master the new CSRS 4200 requirements, documentation, and best practices to protect your firm and meet compliance standards.

    CA$90-55%CA$198
    2 CPD hours
    Clearline Consulting
    5.0(127)
    Published at Oct 27, 2024
    Updated at Sep 22, 2026
  • Video Course
    Accounting & Tax: Tax Planning & Compliance

    Estate Planning & Tax - Key CPA Strategies

    Secure your legacy and protect your loved ones with strategies to minimize taxes and avoid unnecessary probate costs.

    CA$69-55%CA$153
    1 CPD hour
    Sophie Wang
    4.8(255)
    Published at Mar 25, 2025
    Updated at Mar 21, 2025
  • Video Course
    workspace_premiumBest Instructor
    Accounting & Tax: Tax Planning & Compliance

    2025 Trust Reporting Update: What CPAs Need to Know

    We’ll walk through the enhanced trust reporting filing requirements, highlight how to identify affected trusts—including bare trusts—and review the latest CRA guidance and commentary.

    CA$132-55%CA$292
    2 CPD hours
    Clearline Consulting
    5.0(190)
    Published at Oct 8, 2025
    Updated at Sep 22, 2026
  • LearnFormula Business

    Upgrade to Team License

    Try LearnFormula Business and buy packages or courses at a discounted group (multi-license) rate.

    • A subscription-based online learning platform with access to our full course library
    • Organize training on our LMS-platform
    • Flexible payment according to your preferences
    Request a demo
    LearnFormula Business
  • Video Course
    workspace_premiumBest Instructor
    Accounting & Tax: Tax Planning & Compliance

    Voluntary Disclosures Program: CRA Updates

    Navigate the latest changes to the CRA’s Voluntary Disclosures Program to secure relief from penalties and ensure full compliance.

    CA$42-49%CA$83
    1 CPD hour
    AJAG Professional Development
    4.9(41)
    Published at Jul 8, 2026
    Updated at Jul 8, 2026
  • Video Course
    workspace_premiumBest Instructor
    Accounting & Tax: Tax Planning & Compliance

    CPA Canada Tax Advocacy and Resources (2025)

    Boost your tax practice with CPA Canada's expert advocacy and resources. Navigate complex Canadian tax laws and leverage collective knowledge to excel as a small practitioner.

    CA$69-55%CA$153
    1 CPD hour
    Nathan Geib
    5.0(65)
    Published at Oct 28, 2025
    Updated at Oct 27, 2025
  • Video Course
    Information Technology: Artificial Intelligence

    AI for Tax: Research, Planning and CRA Compliance with Generative Tools

    How to use generative AI for tax research and CRA compliance without risking your reputation or your client's financial future.

    CA$48-23%CA$62
    1 CPD hour
    TrueNorth Learning
    Published at May 31, 2026
    Updated at May 27, 2026
  • Video Course
    workspace_premiumBest Instructor
    Accounting & Tax: Tax Planning & Compliance

    SR&ED Tax Credit Programs

    Unlock the full potential of your innovations. Navigate the complexities of Canadian SR&ED and clean economy tax credit programs to maximize your funding and fuel your company's growth.

    CA$90-55%CA$199
    1.5 CPD hours
    AJAG Professional Development
    4.9(98)
    Published at Dec 9, 2025
    Updated at Dec 4, 2025
  • Video Course
    workspace_premiumBest Instructor
    Accounting & Tax: Tax Planning & Compliance

    Tax Planning for Professionals

    Master tax strategies for professionals. Navigate complex tax laws, optimize your corporate structure, and maximize your wealth with expert insights.

    CA$69-55%CA$153
    1 CPD hour
    AJAG Professional Development
    4.9(129)
    Published at Oct 17, 2025
    Updated at Oct 17, 2025
  • Video Course
    Accounting & Tax: Tax Planning & Compliance

    Year End Considerations for Agricultural Businesses

    Learn how to minimize taxable income for agricultural businesses by maximizing deductions and addressing year-end tax considerations.

    US$44-55%US$97
    1 CPD hour
    TEO Training
    Published at Jan 22, 2025
    Updated at Jan 19, 2025