Stay ahead with critical tax updates and strategic insights specifically for small practitioners, ensuring compliance and optimizing client outcomes in a dynamic 2025 tax landscape.
This course goes beyond mere updates, offering insightful analysis and practical implications for accounting professionals. It explores the evolving landscape of Canadian tax policy, the challenges of tax administration, and the pressing need for reform.
Participants will gain a deep understanding of the interplay between politics, policy, and professional practice, while also developing strategies to navigate today’s complex tax environment. Drawing on decades of expertise, the presenter examines the structure of the Canadian tax system, its historical reform efforts, and the growing administrative and compliance burdens faced by practitioners.
Through a blend of technical review and critical commentary, this course helps professionals see beyond the legislation—offering context, foresight, and clarity amidst continual change.
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Topics Covered
1. The Politics and Drama of Tax Policy in 2025
2. CRA Administration and Practical Realities
3. Federal Budget Highlights and Impacts
4. Legislative Updates and Emerging Issues
5. The Broader Imperative for Reform
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The CPA Small Practitioners’ Forum was created to offer an inviting, semi-causal, and easygoing professional development weekend that provides substantial professional development value to small practitioners. All profit earned by the CPA Small Practitioners’ Forum is donated to the Alberta CPA Education Foundation, so you are helping young people in Canada get scholarships for university. All these courses are reviewed by the delegates at the Forum in Banff annually so we have a great lineup that is adjusted every year to keep things relevant to small practitioners. If you work at a public accounting firm in Canada with employees of 1-50 people, you are our target demographic and you should find this course useful.
CEO | Moodys Private Client Accounting, Moodys TaxCEO
The antithesis of the status quo, Kim is driven to innovate new and better ways to do things for the clients he serves, the advancement of the firm, and other professionals in tax. His relentless obsession with getting to know everything in the Tax Act makes him a highly sought-out resource for peers and clients. In March 2020, Kim published his first book, Making Life Less Taxing: Pay Attention To Your Taxes So You Can Pay Less Tax and Build a Strong, Smarter Canada – an Amazon bestseller in a number of categories. Kim’s primary area of expertise is tax and estate planning for owner-managers of private corporations and executives, particularly those who have entered into the tax complexities that come with being affluent. Though admittedly not one himself, Kim works with many professional athletes (a guy has got to dream after all). Kim also has expertise in trust and estate taxation and enjoys solving the complexities that arise in developing a well-thought-out estate and succession plan and dealing with testamentary taxation matters.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
