Overview
Join us for the 17th annual Newbies to Ninjas: Personal Tax, a T1 general preparation course for 2024 returns.
Focusing on the fundamentals, this course transitions the registrant’s theoretical knowledge into practical skills. Use it in conjunction with a discussion of your firm's administrative procedures, and newer preparers will gain the knowledge and confidence to prepare T1s with increased efficiency, accuracy and the tools to identify planning opportunities.
The end result – a knowledgeable and productive T1 tax preparation team!
Early bird discount — Save $15 by registering by January 10, 2025.
Excellent presentation. They anticipated questions we might ask and addressed them. They provided some guidance as to CRA's likely queries and areas to highlight for our reviewers and partners.
-2024 Attendee
Who Should Attend
- The course is perfect for newer tax preparers, including students and new team members, who have some theoretical knowledge and/or a minimum of 1 year of practical tax experience.
- Tax preparers who have been out of the industry for a period or are looking to brush up on the fundamentals would also benefit.
Course Topics
- Employment income
- Business and professional income
- Investment income
- Rental property
- Capital gains
- Tax credits and deductions
- CRA services/support
Excellent! All relevant information. Easy to listen to. Great pace.
-2024 Attendee
Course Includes:
- 2-week access to the online course portal (select your 2-week session below).
- 3 hours of online video that can be stopped and started as many times as needed between the session dates.
- Electronic textbook and appendices
- Quick reference guides including a Personal Income Tax Checklist
- Online course quiz
- Professional development certificate (3 hours) pending the successful completion of the course
Registrants will leave the 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
As a newbie with limited knowledge, I found most of the material really easy to follow and understand. There is so much information and is a bit overwhelming, but having the text to fall back on is really helpful.
-2024 Attendee
Instructors
Tax specialists Hugh Neilson FCPA, FCA, TEP and Joseph Devaney CPA,CA lead this course.
Meet the instructors!
Hugh Neilson FCPA, FCA, TEP
Hugh is a member of the Video Tax News Editorial Board. He also practices as an independent contractor to Kingston Ross Pasnak LLP in Edmonton, AB. His practice focuses on income tax services for individuals and owner-managed private corporations.
Hugh was awarded the Alberta gold medal and National silver medal when he wrote the Canadian Institute of Chartered Accountants Uniform Final Examination in 1990, and has practiced in the area of taxation since. He provides tax consultation in many diverse areas, including business structuring and restructuring, negotiations with Canada Revenue Agency auditors and Appeals Officers, tax-effective compensation strategies, immigration and emigration planning and strategies for tax-effective personal, family and estate planning.
Hugh is the 2014 recipient of CPA Canada’s Award for Excellence in Income Tax, and a 2017 recipient of a CPA Canada Volunteer Recognition Award.
Hugh serves on a variety of committees and organizations. He is presently a member of CPA Alberta’s Members in Tax Working Group and the Joint Committee on Taxation of CPA Canada and the Canadian Bar Association. Hugh is the Chair of CPA Canada's Small and Medium Practitioners Tax Committee, and the CPA Canada Co-Chair of the CPA Canada - CRA Service Committee. He serves as a Director, and the Treasurer, of the Centre for Public Legal Education of Alberta. He is a former Governor of the Canadian Tax Foundation.
Hugh has instructed, authored and mentored courses for CPA Alberta, CPA Saskatchewan and CPA Manitoba, and has presented at CPA Canada’s National Conference on Income Tax and The One conference, the Banff Small Practitioners Forum and CA Forum North, both sponsored by CPA Alberta, and the Canadian Tax Foundation’s Prairie Provinces Tax Conference.
Connect with Hugh on LinkedIn
Joseph R. Devaney CPA, CA
Joe has provided technical support on both corporate and personal tax matters to local and international firms since 2007. Joe’s practical experience has primarily included compliance and planning strategies for Canadian owner-manager businesses and individuals.
As a member of the Video Tax News Editorial Board, Joe authors and contributes to three tax publications as well as prepares and presents courses across Canada relating to both personal and corporate tax. He has also presented tax research and published articles for a variety of other organizations such as Law Now, Canadian Tax Foundation and various CPA groups.
Joe currently sits on CPA Alberta's Members in Tax Working Group and received CPA Alberta’s distinguished service award in 2023. Joe is a past member the Steering Committee of the Edmonton Young Tax Practitioners Group and of the Board of Directors for Fringe Theatre Adventures.
Connect with Joseph on LinkedIn
Pricing and Viewing Options
Pre-Recorded Sessions
These valuable sessions are pre-recorded, and the videos provided can be viewed at any time and as many times as required during your selected session dates. Enjoy the flexibility to break up viewing the session as desired as well as to pause, rewind or skip ahead.
Investment: First registrant: $260 / Additional registrants: $160
• Remote learning from the comfort of your home or office.
• 2-week online access to all course materials, including the video presentation (select your 2-week session below).
• 3 hours of online pre-recorded video that can be stopped and started as many times as needed and is available during the session dates.
• Immediate access to your professional development certificate once the course has been completed and the quiz has been successfully passed.
I found the course to be very informative and relevant. Both the instructors spoke very well, and the videos were engaging and easy to listen to. The textbook and appendices were very informative and will be a good reference for future use.
-2024 Attendee
Discounts, Promotions and Fees
- Early bird discount — Save $15 by registering by January 10, 2025.
- Group registrations (2 or more) — Each additional registrant after the first registration will be $160 (a savings of $100 for each additional registrant). Additional registrants for the same session are accepted after the initial registration. The main contact from the initial registration must initiate and complete the order for additional registrants. Please contact the office via email if required (info@videotax.com).
- Complimentary moderator registration — To access the complimentary registration, register the 6+ individuals and then forward the email receipt to info@videotax.com with the name and email address of the moderator. They will receive confirmation within 3 business days of Video Tax News receiving the email. The moderator access will be available February 10, 2025.
Terms and Conditions
Click here to review the standard Terms of Service.
This concise 3-hour topic-by-topic course will have your newer tax preparers preparing personal tax returns like ninjas.
Pricing
First registrant: $260
Additional registrants: $160
Related Course
Are you already familiar with the foundational concepts of personal tax? Consider registering for Personal Tax Update which is designed for more seasoned practitioners looking for an update on all the most critical changes relating to personal tax that have occurred in the past year.