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.
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 I’ve worked in public accounting for years, and along the way, I realized how outdated and dry most PD content feels.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. 📈
