This course will provide you with an update of personal tax topics along with an overview of issues and challenges faced by tax practitioners on a daily basis when dealing with clients.

This course delivers an up-to-date review of key personal tax topics and real-world challenges faced by tax practitioners. Designed for professionals preparing personal tax returns, it offers practical tips, insights, and solutions drawn from two years of interactive seminars. From employment expenses and rental income to foreign income and real estate audits, you'll learn how to navigate common problem areas with confidence.
Ideal for accountants entering public practice or refining their tax preparation skills, the course focuses on avoiding costly errors, understanding CRA audit trends, and managing client expectations. You’ll gain actionable strategies to improve your accuracy and efficiency in today’s tax environment.

Professional Accountant and Director of SBC Knowledge Systems Inc
I am a professional accountant and Director of SBC Knowledge Systems Inc. I have been practicing accounting and offering independent financial and business advice for over 20 years. I am the creator of a number of courses dealing with business, tax and investment matters that are designed to make difficult topics easy to understand for everyone.
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.