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Tax Planning for Professionals

Master tax strategies for professionals. Navigate complex tax laws, optimize your corporate structure, and maximize your wealth with expert insights.

Created byAJAG Professional Developmentworkspace_premiumBest Instructor
BeginnerUpdated Oct 17, 2025

What You'll Learn

  • check_circleUnderstand the benefits and considerations of incorporating a professional practice.
  • check_circleLearn how TOSI rules and the 2024 Federal Budget impact professional corporations.
  • check_circleExplore shareholding restrictions and planning opportunities within legal limits.
  • check_circleIdentify tax-efficient strategies, including post-mortem planning and purification techniques.

About This Course

The course will focus on professional corporations in Ontario. The goal is to ensure that accountants are aware of planning opportunities for their professional clients.

The course will deal with tax planning issues related to doctors, dentists, lawyers and accountants in Ontario. We will look atgeneral planning considerations, recent changes and more specific planning techniques.

Specific topics areas will include:

  • General considerations for a professional to incorporate.
  • The impact of the Tax on Split Income (TOSI) rules for professional corporations.
  • The impact of the 2024 Federal Budget changes to the capital gains inclusion rate for professional corporations.
  • Planning within or outside the limits of the eligible shareholding rules for professional corporations.
  • Post-mortem planning with professional corporations.
  • Purification techniques with professional corporations.

This course is ideal for: Accountants that have clients who are professionals in Ontario and are looking to incorporate or already have a professional corporation.

Course Content

1 activity • 1 videos • duration: 49m

  • videocamTax Planning for Professionals
    Duration 49:52

Your Instructor

AJAG Professional Development

menu_book61 courses
star9,551 reviews

AJAG Professional Development was founded in 2003 with a mission of making professional development easier and more cost-effective for Canadian accountants and other financial advisory professionals. Our comprehensive range of flexible and reasonably-priced courses, programs and seminars are delivered online and in classroom-style settings in the Greater Toronto Area (Toronto, Oakville and Markham). AJAG features a roster of highly-qualified instructors who deliver content that is pertinent, up-to-date and engaging.

Credit Information

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.

What Students Are Saying

4.9 out of 5
Student's Choice
129 reviews
  • LO
    lauren O.
    starstarstarstarstar

    Yes relevant to my area of work.

  • IM
    Iqbal M.
    starstarstarstarstar

    quite a good refresher!

  • DN
    Dan N.
    starstarstarstarstar

    Excellent presentation

  • RM
    Robert M.
    starstarstarstarstar

    Good awareness for potential professional clients

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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