Go beyond compliance. Learn practical strategies to confidently prepare terminal and estate tax returns, delivering crucial tax savings and peace of mind for grieving families.
Ever freeze up when a client dies and the family turns to you?
Most accountants quietly avoid estate files — or worse, file them wrong. But the truth is: this is where the real tax planning (and trust-building) begins.
Be the Advisor Families Trust When It Matters Most
“Mastering Taxes at Death: Estate & Post-Mortem Tax Planning” – Here’s What You’ll Get:
A 60-minute PD-accredited workshop built to help you lead with clarity in estate and terminal return files, just real tax planning.
✔️ Learn exactly what needs to be filed on the T1 Final, T3 Estate Return, and elective returns (with CRA-cited examples)
✔️ Apply spousal rollovers, GRE elections, and Section 164(6) loss carrybacks with confidence
✔️ Avoid double-tax traps using post-mortem planning tools like the pipeline strategy and 88(1)(d) bump
✔️ Use plug-and-play checklists, templates, and case-based guidance to save time and reduce risk
👩💻 Walk away equipped to protect executors, reduce estate tax by six figures, and become the go-to advisor in high-stakes moments.
8 activities • 7 videos • duration: 1h 10m
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 I’ve worked in public accounting for years, and along the way, I realized how outdated and dry most PD content feels.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.
Enjoyed the course. Easy to understand, clear and relevant.
Great content
brilliant tax professional , clear articulate excellent pace to presentation , one of best courses I have taken . George B. CPA Ca
Useful information but probate fees are not applicable in Quebec as well as no mention of Quebec rules which can be different.
