Tax Update 2025 is a fast-paced and comprehensive 14-hour course that delivers hundreds of practical insights and planning suggestions for Canadian tax professionals.

Each session is led by seasoned educators Joseph Devaney and Caitlin Butler, joined by either Hugh Neilson or Kenneth Keung. Together, this expert team brings decades of experience in corporate, personal, and cross-border tax, delivering clear, practical insights trusted by Canadian professionals nationwide.

These high-value sessions also feature focused mini-presentations from leading experts on critical tax changes, strategic opportunities, and common pitfalls.

With consistently top ratings, Tax Update 2025 will once again provide a strong, practical foundation for the upcoming season of tax planning and compliance.

Course Overview- Watch now!

Course Topics

This course addresses (but is not limited to) the following topics:

  • proposals from the newly elected government
  • outstanding legislative amendments from the prior government
  • 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
  • initiatives and possibilities related to real estate
  • trust and estate planning and reporting
  • employer/employee issues
  • tax-effective compensation for employees
  • selected personal tax issues
  • AMT compliance and planning
  • GST/HST
  • US and international matters
  • charities and NPOs
  • CRA initiatives, projects and administrative changes

Well over 15 years doing this update and I find it excellent! Keep up the good work!

— Tax Update 2024 registrant who attended the virtual live BC & Yukon 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 2025.

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!


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). 
  • 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

Appreciate all of the work that goes into these courses! Highly valuable info and effectively presented.

— Tax Update 2024 registrant who attended the in-person Kitchener session

Instructors

Tax Update 2025 is led by seasoned educators Joseph Devaney and Caitlin Butler, joined by either Hugh Neilson or Kenneth Keung. Together, this expert team brings decades of experience in corporate, personal, and cross-border tax, delivering clear, practical insights trusted by Canadian professionals nationwide.

New this year, Kenneth Keung brings nearly 25 years of experience advising high-net-worth families, private businesses, and multinational enterprises. His broad expertise spans corporate, trust, and cross-border tax planning, M&A, and succession strategies. An award-winning author and respected thought leader, he currently chairs STEP Canada’s National Tax Technical Committee and has held key positions with CPA Canada, the Canadian Tax Foundation, and other major organizations.

Meet the instructors!

Caitlin L. Butler CPA, CA
Joseph R. Devaney CPA, CA
Special Instructors:
Hugh Neilson FCPA, FCA, TEP
Kenneth Keung CA, CPA (CO,USA), CFP, TEP, LLB, MTAX

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 (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 2025 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)

Investment: $660/registrant less applicable discounts
In-Person Sessions

In-Person Sessions (Includes Recording)

We are excited to offer limited in-person sessions for Tax Update 2025. 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: $890/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).

Investment: $660/registrant less applicable discounts

Early Bird Discount— Save $50 by registering by August 22, 2025.

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.

Custom Sock Promotion — All completed registrations received by August 7, 2025 who opt in will receive an exclusive pair of custom 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 $70. After that date, while supplies last, printed textbooks can be ordered for an additional fee of $100.  Please note: We do our best to get the book to you in time but cannot guarantee delivery by the seminar date. In the event of a postal strike or other delivery disruption, you may not receive your book on time or may incur additional shipping charges. See the Standard Terms of Service for details.

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 follow-up video course is available from December 5, 2025 - January 2, 2026.

Click here to review the Terms of Service.

Always excellent - speakers highlight key points in presentations and textbook is a great reference tool to have.

— Tax Update 2024 registrant who attended the pre-recorded Canada-wide session

Get up-to-date and relevant tax planning tips and traps for owner-managed businesses with the 41st annual Tax Update seminar. 

Pricing

Virtual Live: $660 / person

In-Person: $890 / person

Pre-Recorded: $660 / person


Early Bird Discount— Save $50 by registering by August 22, 2025.

View Upcoming Dates

Rated 4.7/5 by 2024 Tax Update Registrants!

Thanks for another excellent training session. Just a fantastic course...you guys nail it! Your top ten at the end are great. Love the hyperlinks throughout to articles, TI's etc. 

— Tax Update 2024 registrant who attended the virtual live Ontario session


Upcoming Sessions

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Atlantic Canada

Online Live
Sep 23, 2025 01:00pm - 04:30pm AT
Sep 24, 2025 01:00pm - 04:30pm AT
Sep 25, 2025 01:00pm - 04:30pm AT
Sep 26, 2025 01:00pm - 04:30pm AT
Virtual Live
Caitlin L. Butler CPA, CA
Joseph R. Devaney CPA, CA
Special Instructor:
Hugh Neilson FCPA, FCA, TEP
Virtual Live

Atlantic Canada

Online Live
Sep 23, 2025 01:00pm - 04:30pm AT
Sep 24, 2025 01:00pm - 04:30pm AT
Sep 25, 2025 01:00pm - 04:30pm AT
Sep 26, 2025 01:00pm - 04:30pm AT
Register
Session Details

Register
Session Details

Ontario Option 1

Online Live
Oct 01, 2025 09:00am - 04:45pm ET
Oct 02, 2025 09:00am - 04:45pm ET
Virtual Live
Caitlin L. Butler CPA, CA
Joseph R. Devaney CPA, CA
Special Instructor:
Hugh Neilson FCPA, FCA, TEP
Virtual Live

Ontario Option 1

Online Live
Oct 01, 2025 09:00am - 04:45pm ET
Oct 02, 2025 09:00am - 04:45pm ET
Register
Session Details

Register
Session Details

Ontario Option 2

Online Live
Oct 06, 2025 01:00pm - 04:30pm ET
Oct 07, 2025 01:00pm - 04:30pm ET
Oct 08, 2025 01:00pm - 04:30pm ET
Oct 09, 2025 01:00pm - 04:30pm ET
Virtual Live
Caitlin L. Butler CPA, CA
Joseph R. Devaney CPA, CA
Special Instructor:
Hugh Neilson FCPA, FCA, TEP
Virtual Live

Ontario Option 2

Online Live
Oct 06, 2025 01:00pm - 04:30pm ET
Oct 07, 2025 01:00pm - 04:30pm ET
Oct 08, 2025 01:00pm - 04:30pm ET
Oct 09, 2025 01:00pm - 04:30pm ET
Register
Session Details

Register
Session Details

Alberta Option 1

Online Live
Oct 14, 2025 09:00am - 12:30pm MT
Oct 15, 2025 09:00am - 12:30pm MT
Oct 16, 2025 09:00am - 12:30pm MT
Oct 17, 2025 09:00am - 12:30pm MT
Virtual Live
Caitlin L. Butler CPA, CA
Joseph R. Devaney CPA, CA
Special Instructor:
Kenneth Keung CA, CPA (CO,USA), CFP, TEP, LLB, MTAX
Virtual Live

Alberta Option 1

Online Live
Oct 14, 2025 09:00am - 12:30pm MT
Oct 15, 2025 09:00am - 12:30pm MT
Oct 16, 2025 09:00am - 12:30pm MT
Oct 17, 2025 09:00am - 12:30pm MT
Register
Session Details

Register
Session Details
Calgary, AB
Glenmore Inn & Convention Centre
Venue info
Oct 21, 2025 09:00am - 04:45pm MT
Oct 22, 2025 09:00am - 04:45pm MT
In-Person
Caitlin L. Butler CPA, CA
Joseph R. Devaney CPA, CA
Special Instructor:
Kenneth Keung CA, CPA (CO,USA), CFP, TEP, LLB, MTAX
In-Person
Calgary, AB
Glenmore Inn & Convention Centre
Venue info
Oct 21, 2025 09:00am - 04:45pm MT
Oct 22, 2025 09:00am - 04:45pm MT
Register
Session Details

Register
Session Details

BC-Yukon

Online Live
Oct 27, 2025 09:00am - 04:45pm PT
Oct 28, 2025 09:00am - 04:45pm PT
Virtual Live
Caitlin L. Butler CPA, CA
Joseph R. Devaney CPA, CA
Special Instructor:
Kenneth Keung CA, CPA (CO,USA), CFP, TEP, LLB, MTAX
Virtual Live

BC-Yukon

Online Live
Oct 27, 2025 09:00am - 04:45pm PT
Oct 28, 2025 09:00am - 04:45pm PT
Register
Session Details

Register
Session Details

MB-NT-NU-SK

Online Live
Nov 03, 2025 09:00am - 04:45pm CT
Nov 04, 2025 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

MB-NT-NU-SK

Online Live
Nov 03, 2025 09:00am - 04:45pm CT
Nov 04, 2025 09:00am - 04:45pm CT
Register
Session Details

Register
Session Details

Canada-wide Option 1

Online Pre-recorded
Nov 05, 2025 - Dec 02, 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 1

Online Pre-recorded
Nov 05, 2025 - Dec 02, 2025
Register
Session Details

Register
Session Details

Alberta Option 2

Online Live
Nov 05, 2025 09:00am - 04:45pm MT
Nov 06, 2025 09:00am - 04:45pm MT
Virtual Live
Caitlin L. Butler CPA, CA
Joseph R. Devaney CPA, CA
Special Instructor:
Hugh Neilson FCPA, FCA, TEP
Virtual Live

Alberta Option 2

Online Live
Nov 05, 2025 09:00am - 04:45pm MT
Nov 06, 2025 09:00am - 04:45pm MT
Register
Session Details

Register
Session Details
Edmonton, AB
Evario Events Centre
Venue info
Nov 12, 2025 09:00am - 04:45pm MT
Nov 13, 2025 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
Nov 12, 2025 09:00am - 04:45pm MT
Nov 13, 2025 09:00am - 04:45pm MT
Register
Session Details

Register
Session Details

Ontario Option 3

Online Live
Nov 18, 2025 09:00am - 04:45pm ET
Nov 19, 2025 09:00am - 04:45pm ET
Virtual Live
Caitlin L. Butler CPA, CA
Joseph R. Devaney CPA, CA
Special Instructor:
Kenneth Keung CA, CPA (CO,USA), CFP, TEP, LLB, MTAX
Virtual Live

Ontario Option 3

Online Live
Nov 18, 2025 09:00am - 04:45pm ET
Nov 19, 2025 09:00am - 04:45pm ET
Register
Session Details

Register
Session Details
Kitchener, ON
Bingemans Conference Centre
Venue info
Nov 25, 2025 09:00am - 04:45pm ET
Nov 26, 2025 09:00am - 04:45pm ET
In-Person
Caitlin L. Butler CPA, CA
Joseph R. Devaney CPA, CA
Special Instructor:
Kenneth Keung CA, CPA (CO,USA), CFP, TEP, LLB, MTAX
In-Person
Kitchener, ON
Bingemans Conference Centre
Venue info
Nov 25, 2025 09:00am - 04:45pm ET
Nov 26, 2025 09:00am - 04:45pm ET
Register
Session Details

Register
Session Details

Canada-wide Option 2

Online Live
Dec 01, 2025 09:00am - 04:45pm CT
Dec 02, 2025 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 Live
Dec 01, 2025 09:00am - 04:45pm CT
Dec 02, 2025 09:00am - 04:45pm CT
Register
Session Details

Register
Session Details

Canada-wide Option 3

Online Pre-recorded
Dec 05, 2025 - Jan 02, 2026
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 Pre-recorded
Dec 05, 2025 - Jan 02, 2026
Register
Session Details

Register
Session Details