Overview

Start the personal tax season off right! Are you an accountant or financial professional involved in the planning, preparation or review of personal tax returns?

Join Video Tax News and tax professionals from across Canada at the 42nd annual Personal Tax Update to discuss new trends, current issues, hot topics and practical tips!

Engaging, informative and leaves you with a good sense of what the recent changes have been. Thanks for a great presentation!

— Personal Tax Update 2023 Registrant


Course topics:

  • remuneration strategies for owner-managers
  • updates to tax credits, including several changes to housing matters
  • planning and traps surrounding the new alternative minimum tax regime
  • impact of expanded mandatory disclosure rules
  • developments in the CCA regime
  • employment, property, rental and business income
  • capital gain and loss issues
  • GST/HST matters
  • updates to intergenerational business transfers
  • registered savings plan developments, including planning related to the first home savings account (FHSA)
  • updates to the underused housing tax (UHT)
  • selected US and international matters
  • trust and estate planning and reporting
  • 2023 federal and provincial/territorial budgets
  • CRA initiatives and projects
  • CRA administrative changes, including the shift to electronic communication, filing and payments
  • and more!

Who should attend

All accountants and other financial professionals involved in the planning, preparation or review of personal tax returns.


Excellent as always, very informative and knowledgeable speakers.

— Personal Tax Update 2023 Registrant

What’s included

  • a comprehensive personal tax update course instructed by a panel of Canadian tax specialists
  • over 400 pages of detailed course material — the electronic PDF contains links to sources, including Technical Interpretations, court cases and articles
  • personal income tax return checklist
  • a follow-up 30-minute webinar, available March 6 - April 9, 2024, providing a summary of developments and trends collected since the publication of the textbook
  • responses to the most frequently-asked-questions received by the presenters throughout the Personal Tax Update series will be included in the follow-up webinar
  • a PD certificate for up to 7 hours 
  • exclusive Video Tax News socks for registrations received by December 1, 2023

Excellent presentation and coverage of materials. Layout of textbook and additional handouts concise and informative.

— Personal Tax Update 2023 Registrant


Instructors

Tax specialists Joseph Devaney CPA, CA and Caitlin Butler CPA, CA lead this fast-paced and highly detailed 7-hour course offering their practical analysis and commentary, including hundreds of tips and traps, in a straightforward manner.

The course will also feature video presentations from Hugh Neilson FCPA, FCA, TEP providing his insight from decades of tax advisory for individuals and owner-managed private corporations.

Meet the instructors!

Caitlin L. Butler CPA, CA
Joseph R. Devaney CPA, CA
Special Instructor:
Hugh Neilson FCPA, FCA, TEP

Pricing and Viewing Options

Choose the format that works best for your learning style and schedule. For 2024, we are offering virtual live, in-person and pre-recorded sessions.

All formats boast high ratings from past attendees.

To ensure a top-quality educational experience for all participants, attendance capacity at in-person and virtual live seminars is limited. Historically, many seminar offerings sell out, so act quickly to ensure registration in your preferred session.

Virtual Live Sessions (Inlcudes Recording)

Virtual Live Sessions (Includes Recording)

Learn from the comfort of your home or office. Virtual live sessions take place from January through March 2024 and are offered by geographic location to deliver targeted practical tax information. Join us for either one full-day or two half days. A recording of the virtual live session will be available for all attendees within three business days following the session.

• Remote learning from the comfort of your home or office

• Active chat boards enabling you to connect with other participants and speakers

• Virtual polling to provide immediate feedback on trends experienced locally and across Canada

• Opportunities to ask speakers questions using the Q and A board.

• 1-week access to the session's recordings

• Optional! Printed textbook shipped to your home or office (additional fees apply)

Investment: $390/registrant less applicable discounts
In-Person Sessions

In-Person Sessions

We are excited to offer a select number of in-person sessions for Personal Tax Update 2024. Join us in Ajax, Calgary, Edmonton or Kitchener for a 1-day in-person session. A recording of a virtual live session will be available for all attendees of the in-person sessions.

• In-person learning and networking

• Printed textbook

• Light lunch and snacks

• Electronic audience response system that uses a voting tool to provide immediate feedback on trends experienced by fellow attendees

• 1-week access to a recording of a virtual live presentation from the same region

• A flexible transfer policy

Investment: $490/registrant less applicable discounts
Pre-Recorded

Pre-Recorded Sessions

Pre-recorded sessions are offered in 4-week sessions throughout March-May 2024, featuring the recording of a virtual live presentation in an easy-to-navigate format.

These sessions are perfect for those who prefer added flexibility to move through the course in their own time. Participants can pause sessions to review notes or research throughout the presentation.

• Remote learning from the comfort of your home or office

• 4-week access to all course materials, including the video presentation

• Up to 7 hours of online video that can be stopped and started as often as needed and is available during the session dates.

• Specially curated videos discussing regional tax matters

• Optional! Printed textbook shipped to your home or office (additional fees apply)

Investment: $390/registrant less applicable discounts

DISCOUNTS, PROMOTIONS AND FEES

Early bird discount — Save $25 by registering by Dec 1, 2023.

Group discounts — Save up to $30 by registering groups.

  • 4-9 registrants, less $20/registrant
  • 10+ registrants, less $30/registrant
  • If your group is registering for the same session, you can register online and the group discount will automatically be applied.
  • If you would like to register your group for different sessions, complete our fillable form (found here) for each session and return them together by email or fax with payment details, as we will need to apply the discount manually.
  • Group discounts expire 21 days before the seminar start date.

Tax Ninja Sock Promotion  — All completed registrations received by December 1, 2023 will receive an exclusive pair of tax ninja socks.

Printed textbook fee 

  • All sessions - The electronic textbook is included for all sessions.
  • In-person - The printed textbook is included in the registration fee.
  • Virtual live or pre-recorded - Up to 11 business days prior to the session, the printed textbook can be ordered for an additional fee of $60. After that date, while supplies last, printed textbooks can be ordered for an additional fee of $90.  Please note: We will do our best to get the book to you in time but cannot guarantee delivery by the seminar date. See the Standard Terms of Service for details.

Discounts must be applied at the time of registration and are not retroactive. If a registrant is not eligible for an applied discount, the balance must be paid to confirm registration. 

I have been attending Video News seminars and webinars for a long time. I find them excellent and useful for my practice. Thank you!

— Personal Tax Update 2023 Registrant

TERMS AND CONDITIONS

Professional development certificates — Upon completion of the course and once participation is verified, a 6.5-hour PD certificate will be immediately available for print or download. A short quiz may be required for verification. A 0.5-hour PD certificate will be available upon completion of the update video course, including a quiz. The update video course will be available from March 6 - April 9, 2024.

Click here to review the Terms of Service.

First time taking this course as it was highly recommended by a colleague. I am glad I did! Caitlin and Joe are great speakers and facilitators.

— Personal Tax Update 2023 Registrant


An intense T1 General preparation course designed for accountants involved in the planning, preparation and review of personal tax returns.


Pricing

Virtual Live: $390/person + $60/optional printed textbook

In-Person: $490/person (includes printed textbook)

Pre-Recorded: $390/registrant + $60/optional printed textbook

View Upcoming Dates

Upcoming Sessions

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Canada-wide — Option 3

Online
Mar 20, 2024 - Apr 16, 2024
Pre-Recorded
Pre-Recorded

Canada-wide — Option 3

Online
Mar 20, 2024 - Apr 16, 2024
Register
Registration closes today
Session Details

Register
Registration closes today
Session Details

Canada-wide — Option 4

Online
Mar 27, 2024 - Apr 23, 2024
Pre-Recorded
Pre-Recorded

Canada-wide — Option 4

Online
Mar 27, 2024 - Apr 23, 2024
Register
Session Details

Register
Session Details

Canada-wide — Option 5

Online
Apr 03, 2024 - May 03, 2024
Pre-Recorded
Pre-Recorded

Canada-wide — Option 5

Online
Apr 03, 2024 - May 03, 2024
Register
Session Details

Register
Session Details