Covering the Seven Main Tax Planning Issues Facing Canadians in Retirement
In this comprehensive course, Steven Pitucci, a practicing CPA from Toronto, Canada, provides students with an in-depth walkthrough of seven main tax planning issues facing Canadian retirees (for this course, considered to be those aged in their mid-50s and above) relevant for the 2023 tax year that professional business advisors should be aware of.
Special attention is paid to the 2023 Federal Budget affecting the alternative minimum tax (AMT), the proposed changes to Bill C-208 (“surplus stripping”) on intergenerational business transfers, and matters affecting inter-vivos family trusts.
Topics discussed in this course include:
Accounting and Tax Educator, CPA, CA
As a Chartered Professional Accountant, I am currently navigating the complex world of forensic accounting & advisory in a Canadian insolvency firm. I am a former partner of public accounting firm serving Canadian individuals and privately-held businesses. I am also educating other accountants with all things accounting and tax. I have a passion for taking complex issues and teaching them to others in a manner that is understandable.
