Gain practical knowledge on managing tax obligations for non-residents, from property sales to compliance certificates, and avoid costly mistakes.
Master the intricacies of non-resident tax filings and real estate transactions with this engaging and informative session from the CPA Small Practitioners' Forum 2024. Led by a seasoned non-resident tax specialist, this course will guide you through the step-by-step process of preparing and submitting tax forms such as T2062 and T1261, understanding withholding requirements, and navigating principal residence exemptions.
Learn practical tips for ensuring compliance and reducing delays, while also avoiding common pitfalls that can trigger audits or penalties. Packed with real-world examples and expert insights, this course will equip you to handle non-resident tax matters confidently and effectively, making you a valuable resource for your clients and firm.
Topics List:
1 activity • 1 videos • duration: 1h 1m
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.
President at Cabinet Chaise Bleue
Julie Côté is a seasoned professional with extensive experience in the financial services industry. She currently serves as a Senior Manager at BDO Canada, a leading accounting and advisory firm. In this role, Julie specializes in providing tax services, particularly in the areas of mergers and acquisitions, corporate reorganizations, and tax dispute resolution. Her expertise and dedication have made her a valuable asset to BDO Canada and its clients.
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.
Very informative.
It was a good seminar to learn some important tips when preparing the form 2062. Thank you.
Very interesting topic for non-residence. and property sales.
Yes- now I can provide some novice lawyers dealing with non residence clients
