Covering the Seven Main Tax Planning Issues Facing Canadians in Retirement
In this comprehensive course, Steven Pitucci, a practicing CPA from Toronto, Canada, provides students with an in-depth walkthrough of seven main tax planning issues facing Canadian retirees (for this course, considered to be those aged in their mid-50s and above) relevant for the 2023 tax year that professional business advisors should be aware of.
Special attention is paid to the 2023 Federal Budget affecting the alternative minimum tax (AMT), the proposed changes to Bill C-208 (“surplus stripping”) on intergenerational business transfers, and matters affecting inter-vivos family trusts.
Topics discussed in this course include:
Accounting and Tax Educator, CPA, CA
As a Chartered Professional Accountant, I am currently navigating the complex world of forensic accounting & advisory in a Canadian insolvency firm. I am a former partner of public accounting firm serving Canadian individuals and privately-held businesses. I am also educating other accountants with all things accounting and tax. I have a passion for taking complex issues and teaching them to others in a manner that is understandable.
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.
