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Tax Planning Strategies for CPAs [2026]

Future-proof your CPA practice by mastering 2026 tax updates, navigating modern ethical dilemmas, and leveraging AI to maximize productivity and client value.

checkIncluded with Unlimited Pass — a ready-made path to your 20 CPD hours.
7curated courses
+
20CPD hours
=
1consolidated certificate
·schedule20 CPD hrs·Appropriate for all levels·Published May 25, 2026
Most popular package
7 courses bought separately:Original price: CA$1,155
CA$399
You save CA$756
sellCancel anytime·verified_user10-day money-back

What you will get

  • local_library1-year Unlimited Pass: all CPD courses & packages
  • library_booksThis package: 20 CPD hours, 7 courses
  • verified 1 consolidated certificate for the package
  • bolt Instant access
  • monitoring Built-in credit tracker for your renewal
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7 courses · 20 CPD hours

Package Content

Each course is a standalone module.

NumberCourseHoursCredit Type
017 hrs—
023 hrs—
031.5 hrs—
042.5 hrs—
052.5 hrs—
062 hrs—
071.5 hrs—
  1. 01
    Income Tax *Canadian Income Tax 2026Jason FlemingIndividually CA$497
    Hours
    7 hrs
    Credit Type
    —
  2. 02
    Corporate Tax *How to do a Corporate Tax Return 2026Jason FlemingIndividually CA$114
    Hours
    3 hrs
    Credit Type
    —
  3. 03
    Personal Tax *2026 Personal Tax UpdateAlex GarberIndividually CA$119
    Hours
    1.5 hrs
    Credit Type
    —
  4. 04
    Tax Planning & Compliance *Crypto Tax: Canadian Taxation of Crypto AssetsJason FlemingIndividually CA$120
    Hours
    2.5 hrs
    Credit Type
    —
  5. 05
    Ethics for AccountantsA Coach Approach to EthicsAnna Stuart, FCPA, FCMC, ACCIndividually CA$113
    Hours
    2.5 hrs
    Credit Type
    —
  6. 06
    Business Ethics2026 Ethics and Corporate ComplianceMarc Y. Tassé, MBA, FCPA, FCA, FCG, CD.GIndividually CA$99
    Hours
    2 hrs
    Credit Type
    —
  7. 07
    Technology for AccountantsAI in Accounting: Challenges and OpportunitiesNick BeaugeardIndividually CA$93
    Hours
    1.5 hrs
    Credit Type
    —
all_inclusive
Every other course is included with your Unlimited PassNeed extra hours or a different topic? Take any course at no extra cost.
If purchased each course individually: CA$1,155Package: CA$399You save CA$756

Is this course eligible for my CPD requirements as a Canadian CPA?

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.

The convenience pitch

What This Package Replaces

You already know what you need to do. The package collapses every step into one purchase.

Without this package

Searching, tracking, filing — 7 times.

  • closeSearch the catalog of 7 courses to find the ones that match your requirements
  • closeBuy 7 separate courses — at CA$1,155 if you assembled it yourself
  • closeTrack progress across 7 separate enrollments and dashboards
  • closeDownload 7 different certificates and combine them yourself
→
With this package

One purchase. One certificate. Done.

  • checkOne purchase — CA$399 for the whole package
  • checkOne progress tracker for all 7 courses
  • checkOne certificate — covers all 7 courses
  • checkTailored to your professional body's requirements
  • checkNeed more? The entire catalog is already unlocked
About

Description

The Tax Planning Strategies for CPAs [2026] package delivers a practical and forward-looking update on the tax, technology, and risk management issues shaping today’s accounting profession. Designed for Canadian CPAs and tax professionals, this comprehensive package combines essential income tax updates with emerging developments in cryptocurrency taxation, artificial intelligence, ethics, and modern compliance strategy.

Participants will gain practical insight into 2026 personal and corporate tax developments, CRA updates, and the mechanics of preparing corporate tax returns, while also exploring the growing impact of digital assets and AI-driven tools on accounting workflows and advisory services. The package further examines ethical decision-making, governance, and evolving risk areas, including cyber misconduct, conflicts of interest, whistleblowing, and AI oversight—helping professionals strengthen both technical knowledge and strategic judgment in an increasingly complex environment.

Major topics covered in this package include:

  • Canadian personal and corporate income tax updates, including recent federal budget proposals
  • Detailed guidance on completing corporate tax returns and managing compliance deadlines
  • Recent legislative changes and regulatory developments affecting the 2026 personal tax filing season
  • Taxation rules, capital gains, and reporting requirements for crypto assets and derivatives
  • Navigating workplace ethical dilemmas using a practical, people-centered coach approach
  • Corporate compliance strategies addressing reputational risk, governance frameworks, and whistleblowing
  • The practical impact of artificial intelligence and intelligent automation on traditional accounting workflows

Delivered 100% online and includes 4 hours of mandatory ethics training.

Instructors

  • Jason FlemingCPA, CA, M.Acc
    20 courses·520 reviews
  • Alex GarberEducator and Tax Advisor
    20 courses·64 reviews
  • Anna Stuart, FCPA, FCMC, ACCFCPA, FCMC, ACC
    11 courses·34 reviews
  • workspace_premiumBest Instructor
    Marc Y. Tassé, MBA, FCPA, FCA, FCG, CD.GMBA Program Director - Telfer School of Management, University of Ottawa
    8 courses·556 reviews
  • Nick BeaugeardManaging Director | Released | GAICD
    3 courses·151 reviews
One certificate, all 20 hours

Instant, in the format your professional body expects

Most providers issue you a stack of 7 separate PDFs. We issue one consolidated certificate that lists every topic, hours per topic, and totals — exactly what your professional body needs to file. Per-course certificates are still available if you prefer.

  • checkSingle PDF lists all 7 topics & 20 hours
  • checkVerification ID on every certificate
  • checkCertificates stored for life
×7
Without package
→
CPD certificate
Tax Planning Strategies for CPAs [2026]7 courses · 20 CPD hrs
verified
With this package
From verified package buyers

Real Outcomes from Our Students

  • Earned 20 CPD hours
    Rated 5 out of 5

    “It was very informative!”

    CS
    Cavin S.
  • Earned 20 CPD hours
    Rated 5 out of 5

    “valuable information for new preparer and good refresher for seasoned preparer”

    EV
    Evangeline V.
  • Earned 20 CPD hours
    Rated 5 out of 5

    “Good, practical advice on employing AI tools in accounting”

    JR
    Josh R.
  • Earned 20 CPD hours
    Rated 5 out of 5

    “It was good ax refresher course”

    HM
    Hartirath M.
FAQ

Questions Students Usually Ask

This package is a bundle of pre-selected courses designed to cover specific topics and credit requirements. You can view the full list under the Package Content section on this page, and click on any course to see detailed course information. In addition, you'll receive unlimited access to our entire course library, so you're not limited to just the courses included in the package.

Stop Searching. Get this Package.

20 CPD hours, one certificate, 10-day money-back. Plus a year of unlimited access to all our courses.

  • shield10-day money-back·
  • boltInstant certificate·
  • autorenewCancel anytime