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Watch! Life in the Tax Lane - December 2022

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This FREE 10-minute video for Canadian Tax Professionals includes rapid-fire discussion of select recent developments in the wonderful world of Canadian tax presented by the Video Tax News Team. 

Sources:

Life in the Tax Lane is for general information purposes only and deals with dynamic, time-sensitive and complex matters that may not apply to particular facts and circumstances. The information provided should not be relied upon as a substitute for specialized professional advice in connection with any particular matter. For more information visit videotax.com/disclaimer. ©Video Tax News Inc. 2022, All Rights Reserved.

 
 

Watch! Using Philanthropy in Estate Planning

Using Philanthropy in Estate Planning - Presented by Mark Halpern CFP, TEP, MFA-P
(LinkedIn) - WEALTHinsurance.com (LinkedIn Company)

Recorded: September 15, 2022

This video is for general information purposes only and deals with dynamic, time-sensitive and complex matters that may not apply to particular facts and circumstances. The information provided should not be relied upon as a substitute for specialized professional advice in connection with any particular matter. For more information visit videotax.com/disclaimer. ©Video Tax News Inc. 2022, All Rights Reserved.

,

Watch! Life in the Tax Lane - November 2022

,

This FREE 10-minute video for Canadian Tax Professionals includes rapid-fire discussion of select recent developments in the wonderful world of Canadian tax presented by the Video Tax News Team. 

Sources:

Life in the Tax Lane is for general information purposes only and deals with dynamic, time-sensitive and complex matters that may not apply to particular facts and circumstances. The information provided should not be relied upon as a substitute for specialized professional advice in connection with any particular matter. For more information visit videotax.com/disclaimer. ©Video Tax News Inc. 2022, All Rights Reserved.

 
 

Registration is now open for Newbies to Ninjas: Personal Tax 2023!

A T1 General preparation course for newer preparers

3-hours | Pre-recorded Online | 2-week Access | 2023 Edition
Register

This course will help newer tax preparers turn theoretical knowledge into practical skills.

Information gatherers are your first line of defence. Arm your staff with the tools to organize, assemble and report information, as well as to identify potential issues and planning opportunities.

This concise pre-recorded online 3-hour topic-by-topic course will have your newer tax preparers preparing personal tax returns like ninjas!

Early Bird Discount: Save $15 by registering by January 13, 2023.

Topics covered: 

  • Employment income

  • Business and professional income

  • Investment income

  • Rental property

  • Capital gains

  • Tax credits and deductions

  • CRA services/support

Who is this course designed for?

The course is perfect for newer tax preparers who have some theoretical knowledge and/or a minimum of 1 year of practical tax experience including:

  • students;

  • new team members with some tax knowledge/experience; and

  • tax preparers that have been out of the industry for a period or are looking to brush up on the fundamentals.

Registrants will leave this course with a basic understanding of:

  • Major personal tax topics: the ins, outs and current trends

  • CRA administrative policy

  • How to gather the right information

  • The relevant questions to ask clients

  • When to refer certain issues to a manager

  • Selected planning considerations

  • Operational best practices