Tax specialists Joseph R. Devaney CPA, CA and Caitlin L. Butler CPA, CA lead this fast-paced and comprehensive 14-hour course offering hundreds of practical insights and suggestions in a straightforward manner.
Joe and Caitlin will be joined by either Hugh Neilson, FCPA, FCA, TEP or Dwayne Dueck, CPA, CA, who both bring decades of experience providing tax advisory services for individuals and owner-managed private corporations.
These highly valued sessions will also feature mini-presentations from top-of-their-field guests on key tax changes, effective strategies and pitfalls.
Year after year, this course receives top ratings. You can be confident that this year's session will offer you a strong and effective knowledge base for the upcoming season of planning and compliance.
Course Topics
This course addresses (but is not limited to) the following topics:
- 2024 federal and provincial/territorial budgets
- remuneration strategies for owner-managers
- business/property income matters
- corporate tax and small business deduction issues
- capital gain/loss issues and changes
- corporate reorganizations
- purchase/sale of a business (new possibilities!)
- trust and estate planning and reporting
- changes to the AMT
- employer/employee issues
- tax-effective compensation for employees
- selected personal tax issues
- GST/HST
- US and international matters
- charities and NPOs
- CRA initiatives, projects and administrative changes
Yes! We will be discussing changes to the capital gains inclusion rate.
Great course in all respects- outstanding content, excellent presenters, time management, and technology.
— Tax Update 2023 registrant who attended the virtual-live Ontario session
Who Should Attend
All Canadian accountants and other professional advisors who must be aware of income tax and GST/HST changes, traps and planning opportunities should attend Tax Update 2024.
If you have clients who are owner-managed businesses, small to mid-sized corporations, or individuals looking for comprehensive tax filing and planning services, this tax update is for you!
Exceptionally informative course with practical and useful information. I will 100% be signing up for future PD courses from Video Tax News.
— Tax Update 2023 registrant who attended the pre-recorded Canada-wide session
What's Included
- 14-hour intensive course instructed by a panel of Canadian tax specialists
- Mini-presentations from top-of-their-field guests on key tax developments, effective strategies and pitfalls to avoid
- Over 450 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).Due to the Canada Post strike, printed textbooks are currently not available for virtual live and pre-recorded sessions. - Tax integration tables for all provinces and territories
- 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 for up to 14 hours
Great course as always! Thanks!
— Tax Update 2023 registrant who attended the virtual-live Alberta session
Instructors
Tax specialists Joseph R. Devaney CPA, CA and Caitlin L. Butler CPA, CA will be joined by either Hugh Neilson, FCPA, FCA, TEP or Dwayne Dueck, CPA, CA, who both bring decades of experience providing tax advisory services for individuals and owner-managed private corporations. These highly valued sessions will also feature mini-presentations, from top of their field guests, on key tax and associated changes, effective strategies and pitfalls to avoid.
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
Dwayne Dueck, BBA (Hons.), CPA, CA
Dwayne Dueck is a tax partner at Tenisci Piva LLP Chartered Professional Accountants in Kamloops, BC with more than 20 years of experience in tax advisory services, including more than a decade at a Big 4 accounting firm. Dwayne has extensive knowledge in a broad range of tax compliance and tax advisory services. His practice includes tax consulting services for small to medium CPA firms and professionals in BC, Alberta and the Yukon. He was a seminar leader and facilitator with CPA Canada’s In-Depth Tax Course for 13 years and an instructor of professional development tax courses for CPA BC from 2017 to 2020. Dwayne is a member of the Canadian Tax Foundation and the Fraser Valley Tax Technical Group.
Dwayne’s experience encompasses corporate, trust, partnership and personal tax compliance and taxation of non-residents in Canada. He advises private corporations on corporate reorganizations and mergers, tax effective structuring for the sale or acquisition of private businesses as well as shareholder-employee compensation. He is also actively engaged in succession, estate tax planning and business advisory services for private enterprises and their families.
Dwayne is a founder and was on the executive committee for 4 years, of Marketplace Leaders, a grass-roots organization that works to engage, develop and equip business leaders. He is a past treasurer and past board member for Kamloops Alliance Church and has served on several other not-for-profit and business advisory boards and committees.
Pricing and Viewing Options
Choose the format that works best for your learning style. 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 (Includes Recording)
Learn from the comfort of your home or office. Virtual live sessions will be offered from September through December 2024 by geographic location to deliver targeted, practical tax information. Join us for either two full days or four half days.
• Remote learning from the comfort of your home or office
• Active chat boards enabling you to connect with other participants and the speakers
• Virtual polling to provide immediate feedback on trends experienced locally and across Canada
• Opportunities to ask questions to speakers 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). Due to the Canada Post strike, printed textbooks are currently not available for virtual live and pre-recorded sessions.
In-Person Sessions (Includes Recording)
We are excited to offer limited in-person sessions for Tax Update 2024. Join us in Calgary, Edmonton or Kitchener for a two-day in-person session.
• 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
• Opportunities to ask speakers questions in person
• 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 November 2024 - January 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).
• 14 hours of online video that can be stopped and started as many times 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). Due to the Canada Post strike, printed textbooks are currently not available for virtual live and pre-recorded sessions.
DISCOUNTS, PROMOTIONS AND FEES
Early Bird Discount— Save $25 by registering by August 23, 2024.
Group Discounts — Save up to $40 by registering groups.
- 4-9 registrants, less $20/registrant
- 10+ registrants, less $40/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 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.
Organizer Bonus — When a group of 30 or more is organized, the organizer’s registration (the 31st group member) is FREE.
Tax Ninja Sock Promotion — All completed registrations received by August 1, 2024 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 $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.Due to the Canada Post strike, printed textbooks are currently not available for virtual live and pre-recorded sessions.
Please note: 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 — Once participation is verified, a 13-hour PD certificate will be immediately available for print or download. A short quiz may be required for verification. A 1-hour PD certificate will be available upon completion of the Follow-Up webinar, including a quiz. The update video course is available from December 6, 2024 - January 3, 2025.
Click here to review the Terms of Service.
Another fantastic job by all the presenters. You all make tax training entertaining and fun. Keep up the great work!
— Tax Update 2023 Registrant who attended the virtual-live Ontario session
Get up-to-date and relevant tax planning tips and traps for owner-managed businesses with the 40th annual Tax Update seminar.
Pricing
Virtual Live: $610 / person*
In-Person: $850 / person, Includes printed textbook
Pre-Recorded: $610 / person*
*Due to the Canada Post strike, printed textbooks are currently not available for virtual live and pre-recorded sessions.
Rated 4.7/5 by 2023 Tax Update Registrants!
The seminar was practical with useable technical knowledge. On point and appreciated!
— Tax Update 2023 registrant who attended the in-person Calgary session