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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

    AI Literacy Series: Who Benefits When AI Cuts Costs? IRS AI Guidance, Circular 230 & Fees (U.S.)

    The IRS's AI guidelines, Circular 230 and the economics of your fees.

    CA$74-26%CA$100
    2 CPD hours
    Jason Dean
    Published at Oct 14, 2026
    Updated at Oct 14, 2026
  • 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
    workspace_premiumBest Instructor
    Accounting & Tax: Tax Planning & Compliance

    Coming Forward: The 2025 VDP (Voluntary Disclosures Program) Reset for Estates

    Navigate the CRA's updated Voluntary Disclosures Program with confidence to protect family legacies and resolve inherited tax non-compliance.

    CA$69-35%CA$106
    1.5 CPD hours
    John Siembida
    5.0
    (13)
    Published at Aug 24, 2026
    Updated at Aug 21, 2026
  • Video Course
    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$43-49%CA$85
    1 CPD hour
    AJAG Professional Development
    4.9
    (37)
    Published at Jul 8, 2026
    Updated at Jul 8, 2026
  • LearnFormula Business

    Upgrade to Team License

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    LearnFormula Business
  • 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$49-23%CA$64
    1 CPD hour
    TrueNorth Learning
    Published at May 31, 2026
    Updated at May 27, 2026
  • Video Course
    Accounting & Tax: Tax Planning & Compliance

    Tax Research: Secondary Sources, Tax Positions, & Conflicting Authority

    Stop guessing and start citing: Learn how to navigate conflicting authority and manage your liability as a tax practitioner.

    US$84-30%US$120
    2.5 CPD hours
    David Peters
    5.0
    (1)
    Published at May 29, 2026
    Updated at May 29, 2026
  • Video Course
    Accounting & Tax: Tax Planning & Compliance

    CRA’s Taxpayer Relief Provisions: What Staff Need to Know

    Master the nuances of CRA relief provisions to successfully advocate for penalty and interest reductions on behalf of your clients.

    CA$43-53%CA$92
    1 CPD hour
    AJAG Professional Development
    4.7
    (14)
    Published at May 26, 2026
    Updated at Jan 25, 2026
  • Video Course
    Accounting & Tax: Tax Planning & Compliance

    Lifecycle Financial Planning: Unique Tax Attributes of Different Entity Types for Entrepreneurs

    Navigate the complex tax landscape of entity selection to maximize value and avoid hidden liabilities.

    US$85-28%US$118
    2.5 CPD hours
    David Peters
    Published at May 18, 2026
    Updated at May 18, 2026
  • Video Course
    Accounting & Tax: Tax Planning & Compliance

    Lifecycle Financial Planning: Tax Planning - Depreciation

    Unlock powerful tax deductions and avoid costly recapture surprises with expert planning techniques.

    US$84-20%US$105
    2.5 CPD hours
    David Peters
    Published at May 18, 2026
    Updated at May 18, 2026
  • Video Course
    Accounting & Tax: Tax Planning & Compliance

    Lifecycle Financial Planning: Tax Planning - Qualified Business Income Deduction

    Unlock hidden tax savings for pass-through entities by navigating complex phase-outs, SSTB rules, and entity-choice strategies.

    US$62-19%US$77
    1 CPD hour
    David Peters
    Published at May 18, 2026
    Updated at May 18, 2026