Income inclusion requirements, available tax planning and deductions available.
The death of an individual in Canada gives rise to numerous tax consequences and special filing requirements. Once this course is completed, students will be able to understand the importance of having a Will, understand the tax implications of the death of an individual, identify the tax-saving solutions and strategies that can be implemented to save substantial amounts of tax. If you are a tax advisor then this course will provide you with valuable knowledge in your education.
7 activities • 6 videos • duration: 50m
CPA, CA
CPA | In-Depth Tax Certificate 👩🏽💻🇨🇦 Your Virtual Tax Coach 💰 🧠 I’m Parveen - a CPA, mom, and a creator who enjoys building value-add content. I’ve worked in public accounting for years, and along the way, I realized how outdated and dry most PD content feels. 👩🏽💻 I believe that CPAs deserve engaging, practical education that genuinely enhances their careers. That’s why I’m dedicated to developing PD-accredited courses that are not only informative but also enjoyable. Let’s transform professional development into an experience that truly helps you become a better planner. 📈
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.
Was very good - is timely as sadly 5 clients passed away in 2025. So very practical information.
Good introduction of tax payment to consider after death.
Good overview. The quiz questions need better grammar, though.
Great coverage of common tax filing matters for deceased taxpayers, and numerical examples are very helpful to understanding.
