Overview
Start the personal tax season off right! If you are an accountant or financial professional involved in the planning, preparation or review of personal tax returns then this course is for you.
Join Video Tax News and tax professionals from across Canada at the 43rd annual Personal Tax Update to discuss new trends, current issues, hot topics and practical tips!
Some sessions may sell out, so register early to secure your spot and take advantage of early bird and group discounts!
Early bird discount — Save $25/registrant by registering by November 29, 2024.
Always a great seminar from Video Tax News.
Relevant and to the point.— Personal Tax Update 2024 registrant who attended the pre-recorded session
Course topics:
This course addresses (but is not limited to) the following topics:
- capital gains inclusion rate changes and transitional rules
- planning strategies and pitfalls with the new alternative minimum tax
- owner-manager remuneration strategies
- tax credit updates
- CCA regime developments
- employment, property, rental and business income issues
- capital gains and losses
- GST/HST updates
- registered savings plan developments
- underused housing tax (UHT) updates
- selected US and international matters
- trust and estate planning and reporting
- 2024 federal and provincial budget highlights
- CRA initiatives, projects and administrative changes, including the shift to electronic communication, filing and payments
Yes! We will be discussing planning and compliance changes related to the capital gains inclusion rate.
This is a good update for all tax practitioners.
The textbook is a great resource going into tax season.— Personal Tax Update 2024 registrant who attended the virtual live BC session
Who should attend
All accountants and other financial professionals involved in the planning, preparation or review of personal tax returns.
What’s included
- Comprehensive 7-hour 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. The printed textbook is also available (additional fees for a printed textbook apply for virtual live and pre-recorded sessions).
- Personal income tax return checklist
- Follow-up webinar with post-publication news and developments, and a summary of trends collected by the presenters
- Responses to a selection of the most frequently-asked-questions received by the presenters throughout the season will be included in the follow-up webinar
- PD certificate(s) for up to 7 hours
- Exclusive "Calculator" socks for registrations received by November 14, 2024
It is worth the time, even when I don't have any time.
— Personal Tax Update 2024 registrant who attended the virtual live Atlantic Canada & Ontario session
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
Caitlin is a tax specialist dedicated to the education of tax and financial professionals; focusing on personal and corporate tax matters for the owner-managed business person.
As a member of the Video Tax News Editorial Board, Caitlin regularly authors and edits multiple publications and presents courses to thousands of professionals annually. In addition, she authors and presents for various external organizations such as the Canadian Tax Foundation, The Centre for Public Legal Education and several CPA groups.
After spending many years working on numerous private company tax and assurance files at an international accounting firm in Vancouver, B.C., Caitlin has gained a deep appreciation of these areas. To maintain a solid practical base, Caitlin assists small to mid-sized accounting firms with tax matters.
Caitlin has completed CPA Canada’s three-year In-Depth Tax Course. She also holds a Bachelor of Science in Kinesiology.
Connect with Caitlin 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
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
Pricing and Viewing Options
Choose the format that works best for your learning style. For 2025, 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 (Includes Recording)
Learn from the comfort of your home or office. Virtual live sessions take place from January through February 2025 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.
New this year! The recording will be available for 2 weeks after it has been posted.
• 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.
• 2-week access to the session's recordings
• Optional! Printed textbook shipped to your home or office (additional fees apply)
In-Person Sessions (Includes Recording)
We are excited to offer a select number of in-person sessions for Personal Tax Update 2025. Join us in Ajax, Calgary, Edmonton or Hamilton 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.
New this year! The recording will be available for 2 weeks after it has been posted.
• 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
• 2-week access to a recording of a virtual live presentation from the same region
Pre-Recorded Sessions
Pre-recorded sessions are offered in 4-week sessions throughout March-May 2025, 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 (select your 4-week session below).
• 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)
Excellent conference! I found it extremely valuable. It covers all topics in a fun and informative way. I will be back next year.
— Personal Tax Update 2024 registrant who attended the in-person Edmonton session
DISCOUNTS, PROMOTIONS AND FEES
Early bird discount — Save $25/registrant by registering by November 29, 2024.
Group discounts — Save up to $30/registrant by registering groups by 21 days prior to the seminar start date.
- 4-9 registrants, less $20/registrant
- 10+ registrants, less $30/registrant
- Registration details:
- Registering a group for the same session? Register using the "Register" links below. The group discount will automatically be applied.
- Registering a 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.
"Calculator" Sock Promotion — All completed registrations received by November 14, 2024, will receive an exclusive pair of "calculator" 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 $65. After that date, while supplies last, printed textbooks can be ordered for an additional fee of $95. 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.
- GST/HST Break Notice:
In compliance with the Tax Break for All Canadians Act (Bill C-78), no GST/HST will be charged on the optional printed textbook fee for our Virtual Live and Pre-recorded options between December 14, 2024, and February 15, 2025.
- GST/HST Break Notice:
- The purchasing process for optional printed textbooks will be updated during this time. Instructions will be provided during the registration process. Textbook orders are not finalized until payment is received.
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.
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 follow-up video course, including a quiz. The follow-up video course will be available from March 7 - April 8, 2025.
Click here to review the Terms of Service.
Thank you, Joe, Caitlin, Hugh and VTN team. You are a wealth of information. Your courses and materials are great resources that allow me to do my job efficiently. Thank you for being an awesome business partner!
— Personal Tax Update 2024 registrant who attended the virtual live Atlantic Canada & Ontario session
An intense T1 General preparation course designed for accountants involved in the planning, preparation and review of personal tax returns.
Pricing
Virtual Live: $405/person + $65/optional printed textbook
In-Person: $510/person (includes printed textbook)
Pre-Recorded: $405/registrant + $65/optional printed textbook
Very well done again! I will be back next year.
— Personal Tax Update 2024 registrant who attended the virtual live Manitoba, NWT, Nunavut, Saskatchewan session