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Courses/Tax/Tax Planning & Compliance *

2024 Capital Gains Planning for Private Enterprises

Navigating Interest Rates, Tax Reforms, and Investment Strategies

Created byMark Gommeringer
4.3
(86 reviews)
IntermediateUpdated Feb 23, 2024
2024 Capital Gains Planning for Private Enterprises

What You'll Learn

check_circleEvaluate the impact of tax reforms on businesses and individuals.
check_circleAnalyze the relationship between immigration, COVID-19, and GDP.
check_circleNavigate uncertain market conditions and policy shifts.
check_circleAssess the impact of economic trends on real estate and business strategies.

About This Course

Explore the intricate interplay of economic forces in this comprehensive course. Delve into the Economic Implications of Rising Interest Rates and Tax Reforms, analyzing critical decisions by the Bank of Canada. Uncover the Impact of Immigration and COVID-19 on Canada's Economy and Housing Market, understanding the complex dynamics shaping GDP, immigration, and housing prices. Gain insights into Capital Gains and their Influence on Investment Strategies, contemplating tax implications and the role of government policies. Navigate Investment Strategies in Uncertain Times, considering market volatility, policy shifts, and unforeseen events. Evaluate the Impact of Economic Trends on Real Estate and Business Strategy, anticipating shifts in interest rates and market dynamics. Understand the Challenges and Strategies in Charitable Trusts, Private Company Stocks, and Capital Gains Management, gaining practical knowledge for diverse financial landscapes.

Key Topics:

  • Economic implications of rising interest rates
  • Tax reforms and their impact on businesses and individuals
  • Immigration, COVID-19, and their effects on GDP and housing market
  • Capital gains taxation and investment strategies
  • Managing investments in uncertain times
  • Economic trends and real estate/business strategy
  • High-interest rates' impact on small businesses
  • Strategies for business adaptation and sustainability
  • Charitable trusts and their complexities
  • Private company stocks: challenges and opportunities
  • Debates on capital gains taxation and economic growth

Your Instructor

Mark Gommeringer
Mark Gommeringer

Financial Reporting Manager

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star86 reviews

Mark Gommeringer is a seasoned Financial Reporting Manager currently serving at Harbor, where he leverages over a decade of diverse experience in finance and accounting. Mark's expertise spans from his previous role as Controller at Cold Bore Technology, where he spearheaded the successful implementation of a new ERP system, driving operational efficiencies and transparency. Prior to his tenure at Cold Bore Technology, Mark served as Controller/CFO for Canadian and US operations at AOT Energy, overseeing financial reporting, cash forecasting, and external audits. With a background that includes positions such as Assistant Controller at Superior Gas Liquids and Senior Accountant at prominent firms like PwC, MNP, and Deloitte, Mark brings a wealth of expertise in auditing, tax planning, and financial analysis to his current role. As a Certified Public Accountant (CPA), Mark demonstrates a deep understanding of accounting standards, including IFRS and US GAAP, and is known for his commitment to excellence in driving strategic financial initiatives.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

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.

What Students Are Saying

4.3
Student's Choice
86 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.