Master 2026 estate planning, T1/T3 tax compliance, and emerging legal trends. Confidently navigate complex regulations to minimize tax liabilities and safeguard client legacies.
You already know what you need to do. The package collapses every step into one purchase.
Structured around your CPD requirements.
Most providers issue you a stack of 3 separate PDFs. We issue one consolidated certificate that lists every topic, hours per topic, and totals — exactly what your professional body needs to file. Per-course certificates are still available if you prefer.
Each course is a standalone module.
This comprehensive bundle equips Canadian CPAs with the practical knowledge and technical insight needed to navigate the increasingly complex landscape of estate and trust taxation. As legislative changes, evolving case law, and heightened compliance expectations continue to shape the profession, practitioners must be prepared to advise clients with confidence on both the tax and legal dimensions of wealth transfer and post-mortem planning.
Through a focused, real-world lens, this bundle explores key developments impacting estates and trusts in 2026, while building essential skills in trust reporting and tax return preparation. Participants will strengthen their ability to identify planning opportunities, manage risk, and ensure compliance, enabling them to deliver strategic, forward-looking advice to clients dealing with death, succession, and intergenerational wealth transfer.
If it's not the right fit, you have 10 days to request a refund. Any certificates you earn remain valid for the duration of your active package.
7.5 CPD hours, one certificate, 10-day money-back.
