The fundamentals with examples and exceptions.
Tax specialist Parveen Sidhu, CPA, CA leads this comprehensive 1-hour course covering the fundamentals of the TOSI – Tax on Split Income rules (Canadian tax). The course will go over the many definitions found in Subsection 120.4(1), such as split income, specified individual, source individual, and related business.
She will take you through the exceptions to TOSI and when they are applicable. There will be meaningful examples to help understand TOSI, and she will cover CRA's views and other resources that are helpful to understand the TOSI rules.
AGENDA
At the end of this course, you will have a better understanding of TOSI, when it applies, and the exceptions to TOSI. You will be able to help structure your clients in a way to ensure TOSI does not apply.
2 activities • 1 videos • duration: 1h 1m
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 I’ve worked in public accounting for years, and along the way, I realized how outdated and dry most PD content feels.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.
I learnt there is more to TOSI than I thought
The instructor was very knowledgeable about the subject. I really enjoyed the examples that were given and structuring tips. Looking forward to future courses!
