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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.

7curated courses
+
20CPD hours
=
1consolidated certificate
5.0
(506)
·schedule20 CPD hrs·Appropriate for all levels·Published May 25, 2026
Most popular package
If you bought each course individuallyCA$1,155
This packageCA$499
You save CA$656 (57% off)

Get a certificate the moment you finish.

auto_awesomeCPD Unlimited Pass
Get more coursesUnlimited access to every course on the platform
verified_user10-day money-back·boltInstant access
Most popular package
If you bought each course individuallyCA$1,155
This packageCA$499
You save CA$656 (57% off)

Get a certificate the moment you finish.

auto_awesomeCPD Unlimited Pass
Get more coursesUnlimited access to every course on the platform
verified_user10-day money-back·boltInstant access

Credit Information

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$499 for the whole package
  • checkOne progress tracker for all 7 courses
  • checkOne certificate — covers all 7 courses
  • checkTailored to your professional body's requirements
Coverage

Categories & CPD Hours

Structured around your CPD requirements.

Categories covered

  • checkIncome Tax *
    7 hrs
  • checkCorporate Tax *
    3 hrs
  • checkTax Planning & Compliance *
    2.5 hrs
  • checkEthics for Accountants
    2.5 hrs
  • checkBusiness Ethics
    2 hrs
  • checkPersonal Tax *
    1.5 hrs
  • checkTechnology for Accountants
    1.5 hrs
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
7 courses · 20 CPD hours

Package Content

Each course is a standalone module.

If purchased separately: CA$1,155Package: CA$499You save CA$656
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 Fleming
Jason FlemingCPA, CA, M.Acc
20 courses·298 reviews
Alex Garber
Alex GarberEducator and Tax Advisor
20 courses·16 reviews
Anna Stuart, FCPA, FCMC, ACC
Anna Stuart, FCPA, FCMC, ACCFCPA, FCMC, ACC
10 courses·18 reviews
Marc Y. Tassé, MBA, FCPA, FCA, FCG, CD.G
Marc Y. Tassé, MBA, FCPA, FCA, FCG, CD.GMBA Program Director - Telfer School of Management, University of Ottawa
2 courses·138 reviews
Nick Beaugeard
Nick BeaugeardManaging Director | Released | GAICD
3 courses·32 reviews
verified_user

10-day money-back, even if you've started.

If it's not the right fit, you have 10 days to request a refund. Any certificates you earn remain valid for the duration of your active package.

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 Courses Included section on this page, and click on any title 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.

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