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.
Ever freeze up when a client dies and the family turns to you?
Most accountants quietly avoid estate files — or worse, file them wrong. But the truth is: this is where the real tax planning (and trust-building) begins.
Be the Advisor Families Trust When It Matters Most
“Mastering Taxes at Death: Estate & Post-Mortem Tax Planning” – Here’s What You’ll Get:
A 60-minute PD-accredited workshop built to help you lead with clarity in estate and terminal return files, just real tax planning.
✔️ Learn exactly what needs to be filed on the T1 Final, T3 Estate Return, and elective returns (with CRA-cited examples)
✔️ Apply spousal rollovers, GRE elections, and Section 164(6) loss carrybacks with confidence
✔️ Avoid double-tax traps using post-mortem planning tools like the pipeline strategy and 88(1)(d) bump
✔️ Use plug-and-play checklists, templates, and case-based guidance to save time and reduce risk
👩💻 Walk away equipped to protect executors, reduce estate tax by six figures, and become the go-to advisor in high-stakes moments.
8 activities • 7 videos • duration: 1h 10m
CPA, CA
CPA | In-Depth Tax Certificate 👩🏽💻🇨🇦 Your Virtual Tax Coach 💰 🧠 I’m Parveen - a CPA, mom, and a creator who enjoys building value-add content. I’ve worked in public accounting for years, and along the way, I realized how outdated and dry most PD content feels. 👩🏽💻 I believe that CPAs deserve engaging, practical education that genuinely enhances their careers. That’s why I’m dedicated to developing PD-accredited courses that are not only informative but also enjoyable. Let’s transform professional development into an experience that truly helps you become a better planner. 📈
Professional development requirements vary by profession, country, and regulatory body. Before enrolling, review the course details and confirm that the content, learning format, and any listed credits meet your specific requirements. You are responsible for confirming eligibility with your regulator or professional association and keeping the records required for reporting.
yes all though im not doing estate planning, it helps me advice clients on possible options
Enjoyed the course. Easy to understand, clear and relevant.
Great content
brilliant tax professional , clear articulate excellent pace to presentation , one of best courses I have taken . George B. CPA Ca
