Master the complexities of cross-border estate planning for Canadian investments
Dive deep into the intricacies of estate planning for U.S. investors holding Canadian securities. Explore the U.S.-Canadian Death Tax Convention; analyze credit allowances under both the Convention and Internal Revenue Code; understand provincial succession duties; and learn effective estate planning techniques.Â

Aurora Legal Training Institute is dedicated to empowering Canadian lawyers with cutting-edge CLE courses tailored to meet the demands of modern legal practice. From mastering litigation techniques and corporate law to navigating ethics and emerging fields like AI in law, Aurora’s programs blend theoretical expertise with actionable insights. Our instructors are seasoned professionals committed to providing real-world strategies that enhance your legal practice and professional growth.
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.