Tax on Split Income (TOSI)

In the 2018 Federal budget, the Canadian government widened the scope of the Tax on Split Income (“TOSI”) regime. The new rules are complex and impact many shareholders and family businesses across Canada effective January 1, 2018.

On demand, 1 CPD hour(s)

$59 ($198)

3.92 (12)

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Course Description

Late 2018 Tax Update. This webinar will cover the following:

  • Key definitions within the new TOSI rules
  • The fundamentals of the new regime
  • A detailed analysis of when TOSI will apply and not apply
  • Multiple examples to highlight the new rules 
  • Implications on common private company structures 
  • Recent CRA interpretations
  • Alternative planning opportunities

Join Jay Goodis, CPA, CA, the Co-Founder and CEO of Tax Templates Inc. on this timely informative webinar.

Course Walkthrough

  • Tax on Split Income (TOSI)
  • Navigating New Tax Rules CCPCs and Their Shareholders
  • Feedback / comments
  • Certificate: Tax on Split Income (TOSI)

About the Instructor(s)

Picture of Jay Goodis
Jay Goodis

Jay is the co-founder and CEO of Tax Templates Inc. He has broad expertise in Canadian taxation from nearly a decade of practice in national and mid-market accounting firms.

By combining his tax knowledge with proven process-building abilities, he specializes in developing tax planning and tax accounting software solutions to support Canadian professionals. His focus is on solving challenging tax needs, supporting growth and integrating efficiencies.

Jay has completed CPA Canada’s In-depth Tax courses, currently acts as the vice-president of the York District CPA Association, is a member of the Canadian Tax Foundation Corporate Management Tax Conference Committee, and is an executive with the Canadian Tax Foundation Young Practitioners Steering Committee.

He has spoken to CPAs across the country in many forums hosted by such organizations as the Canadian Tax Foundation, CPA Canada, CPA Ontario, CPDFormula, Luminari, and AJAG. Jay has also been invited to testify to the Standing Committee of Finance on federal budget consultations and has been invited to Parliament to provide recommendations on tax policy.