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
Joseph R. Devaney CPA, CA
Special Instructors:
Hugh Neilson FCPA, FCA, TEP
Dwayne Dueck, BBA (Hons.), CPA, CA

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 (Inlcudes Recording)

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.

Investment: $610/registrant less applicable discounts
In-Person 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

Investment: $850/registrant less applicable discounts
Pre-Recorded

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.

Investment: $610/registrant less applicable discounts

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.

View Upcoming Dates

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

Upcoming Sessions

Date Format false false

Canada-wide Option 1

Online
Nov 06, 2024 - Dec 03, 2024
Pre-Recorded
Caitlin L. Butler CPA, CA
Joseph R. Devaney CPA, CA
Special Instructor:
Hugh Neilson FCPA, FCA, TEP
Pre-Recorded

Canada-wide Option 1

Online
Nov 06, 2024 - Dec 03, 2024
Register
Session Details

Register
Session Details

Ontario Option 3

Online
Nov 25, 2024 09:00am - 04:45pm ET
Nov 26, 2024 09:00am - 04:45pm ET
Virtual Live
Caitlin L. Butler CPA, CA
Joseph R. Devaney CPA, CA
Special Instructor:
Dwayne Dueck, BBA (Hons.), CPA, CA
Virtual Live

Ontario Option 3

Online
Nov 25, 2024 09:00am - 04:45pm ET
Nov 26, 2024 09:00am - 04:45pm ET
Register
Registration closes in 1 day
Session Details

Register
Registration closes today
Session Details
Edmonton, AB
Evario Events Centre
Venue info
Dec 03, 2024 09:00am - 04:45pm MT
Dec 04, 2024 09:00am - 04:45pm MT
In-Person
Caitlin L. Butler CPA, CA
Joseph R. Devaney CPA, CA
Special Instructor:
Hugh Neilson FCPA, FCA, TEP
In-Person
Edmonton, AB
Evario Events Centre
Venue info
Dec 03, 2024 09:00am - 04:45pm MT
Dec 04, 2024 09:00am - 04:45pm MT
Register
Session Details

Register
Session Details

Canada-wide Option 2

Online
Dec 05, 2024 09:00am - 04:45pm CT
Dec 06, 2024 09:00am - 04:45pm CT
Virtual Live
Caitlin L. Butler CPA, CA
Joseph R. Devaney CPA, CA
Special Instructor:
Hugh Neilson FCPA, FCA, TEP
Virtual Live

Canada-wide Option 2

Online
Dec 05, 2024 09:00am - 04:45pm CT
Dec 06, 2024 09:00am - 04:45pm CT
Register
Session Details

Register
Session Details

Canada-wide Option 3

Online
Dec 06, 2024 - Jan 03, 2025
Pre-Recorded
Caitlin L. Butler CPA, CA
Joseph R. Devaney CPA, CA
Special Instructor:
Hugh Neilson FCPA, FCA, TEP
Pre-Recorded

Canada-wide Option 3

Online
Dec 06, 2024 - Jan 03, 2025
Register
Session Details

Register
Session Details