Online Tax Courses and Webinars For Experienced Professionals.

Our online tax webinars will help you to enhance your professional expertise and stay ahead in a dynamic and fast-paced field.

Our Seminars and Webinars.

Instructors

Haroon Khan, CPA, CA, CPA (Illinois)

Haroon Khan, CPA, CA, CPA (Illinois)

Haroon Khan,  MBA, CPA, CA, CPA (Illinois), EA

Haroon Khan, MBA, CPA, CA, CPA (Illinois), EA

Topics

  • Tax Planning
  • Tax Compliance
  • Tax Compliance , Administration, and Dispute Resolution​
  • Estate Planning
  • Tax Planning for Owner-Managers
  • U.S. Canada Expatriate Tax Issues
  • International Tax: Inbound
  • International Tax: Outbound

Featured

Topic: Tax Planning for Owner Managers

Tax Planning: Purchase and Sale of an Owner-Managed Business

You will learn everything you need to know as a tax professional in order to guide your clients through the sale of their businesses while minimizing taxes. Planning for a sale takes place years in advance. We teach you how to set up the right structure from the getgo.

Upcoming In-Personal Sessions

  • Coming soon. 

On-Demand Webinar

  • Available on-demand

  • 30-day unlimited access

  • One-on-one personalized Q&A via email or phone. 

  • Available starting October 19, 2018. 

Featured

Topic: Tax Compliance , Administration, and Dispute Resolution

Protecting Your Clients and Your Professional Practice from Unexpected CRA Penalties

Critical Due Dates and Penalties Associated with all Forms, Elections, and Returns, including defensive strategies (updated for 2018)​
Limited Spaces

Upcoming In-Personal Sessions

  • Coming soon.
  • If interested, please hit the express interest button.

On-Demand Webinar

  • Available on-demand

  • 30-day unlimited access

  • One-on-one personalized Q&A via email or phone. 

  • Available starting October 19, 2018. 

Estate Planning & Tax Planning for Owner-Managers

Tax

Topic: Estate Planning, Owner-Manager Tax Planning

Tax Planning with Life Insurance and Pitfalls

We cover common tax planning for business owners using insurance along with pitfalls that came forth after the 2016 budget.

Course Offering

  • Offered in 2019. 
  • If interested, please hit the express interest button.

Tax

Topic: Estate Planning, Owner-Manager Tax Planning

Death of a Taxpayer and Post Mortem Tax Planning

We cover common tax and estate compliance issue for the death of a taxpayer. We also cover unintended double taxation that could occur and discuss tactics like loss-carryback planning, post-death bump, and pipeline planning to mitigate double taxation.

Course Offering

  • Offered in 2019. 
  • If interested, please hit the express interest button.

Tax

Topic: Tax Planning

Tax Planning: Purchase and Sale of a Business

You will learn everything you need to know as a tax professional in order to guide your clients through the sale of their businesses while minimizing taxes. Planning for a sale takes place years in advance. We teach you how to set up the right structure from the getgo.

Course Offering

  • Coming soon. 

On-Demand Webinar

  • Available on-demand

  • 30-day unlimited access

  • One-on-one personalized Q&A via email or phone. 

  • Available starting October 19, 2018. 

International and Cross-Border Taxation

Tax

Topic: Expatriate Tax Issues

Taxation of Snowbirds: U.S. Tax for Canadian Tax Professionals

This is the most comprehensive course on U.S. tax for Canadian Tax Professionals. We cover the following issues: Taxation of Snowbirds, U.S. citizens living in Canada, FBAR & PFIC reporting, must know compliance and penalties for U.S. major articles of the Canada-US Income Tax Convention, different types of U.S. Corporate structures and their status under Canadian tax law.

Course Offering

  • Offered in 2019. 
  • If interested, please hit the express interest button.

Tax

Topic: International Tax​

International Tax - Canadian Outbound Taxation, Foreign Affiliates

This is a comprehensive course on the international outbound taxation. We will cover the following issues: Taxation of Foreign Affiliates, Controlled Foreign Affiliates (CFA’s), Checklist for various international outbound taxation issues, Foreign accrual property income (FAPI) and recharacterization rules, T1134 compliance, Upstream loans, Surplus accounts (exempt surplus, taxable surplus, hybrid surplus, pre-acquisition surplus), and U.S. Corporate structures and their treatment from Canadian tax perspective.

Course Offering

  • Offered in 2019. 
  • If interested, please hit the express interest button.

Tax

Topic: International Tax

International Tax - Canadian Inbound Taxation for Non-Resident Corporations

We cover the following Canadian Inbound Taxation issues: Carrying on business, Treaty-based returns, Branch Tax Returns, Regulation 105, Regulation 102, Disposition of Treaty-Protected Property & Taxable Canadian Property, Part XIII Withholding Taxes, Rates, Due Date, Penalties, Compliance, Claiming Reduced Withholding Treaty Benefits, Thin-capitalization, Back-to-back loan rules, Foreign affiliate dumping rules, Intercorporate loans - 15(2), and PLOI.

Course Offering

  • Offered in 2019. 
  • If interested, please hit the express interest button.

Tax

Topic: International Tax

International Tax - Completing Foreign Reporting Forms

This is a comprehensive course on completing and filing foreign reporting forms. These forms have significant penalties and as such it is crucial to complete them accurately and on time. This course will address the common misconceptions and mistakes in completing these forms. We will take you through the following forms: T1135 – Foreign Income Verification Statements; T106 - Information Return of Non-Arm's Length Transactions with Non-Residents; T1134 - Information Return Relating To Controlled and Not-Controlled Foreign Affiliates; NR4 Slip – Payments made to Non-Residents; Certificates of Compliance (Section 116); T1243 - Deemed Disposition of Property by an Emigrant of Canada; and T1161 - List of Properties by an Emigrant of Canada.

Course Offering

  • Offered in 2019. 
  • If interested, please hit the express interest button.

Tax Compliance

Tax

Topic: Tax Compliance

Tax Compliance: Federal Investment Tax Credits

This is the most comprehensive course on how to comply with various refundable and non-refundable Federal Investment Tax Credits. We cover the following: Summary of Federal ITCs, Apprenticeship Expenditures ITC, SR&ED Expenditures ITC, and Refundable SR&ED ITCs for CCPCs.

Course Offering

  • Offered in 2019. 
  • If interested, please hit the express interest button.

Tax

Topic: Tax Compliance/International Tax

International Tax - Completing Foreign Reporting Forms

This is a comprehensive course on completing and filing foreign reporting forms. These forms have significant penalties and as such it is crucial to complete them accurately and on time. This course will address the common misconceptions and mistakes in completing these forms. We will take you through the following forms: T1135 – Foreign Income Verification Statements; T106 - Information Return of Non-Arm's Length Transactions with Non-Residents; T1134 - Information Return Relating To Controlled and Not-Controlled Foreign Affiliates; NR4 Slip – Payments made to Non-Residents; Certificates of Compliance (Section 116); T1243 - Deemed Disposition of Property by an Emigrant of Canada; and T1161 - List of Properties by an Emigrant of Canada.

Course Offering

  • Offered in 2019. 
  • If interested, please hit the express interest button.

Tax Budget and Statutory Updates

Tax

Topic: Tax Budget Update

Tax updates for 2018 Federal Budget and 2017 Fall Update

The years 2017 and 2018 were tumultuous for the taxation of owner-managed companies. We will cover the key technical updates to tax legislation, including the following topics: Foreign affiliates — Amendments to the foreign affiliate rules; Changes to T1134 information returns; Personal and other income tax measures; Changes to Refundable dividend tax on hand rules; Passive Investment Changes; and TOSI rules (Tax on Split Income).

Course Offering

  • Offered in 2019. 
  • If interested, please hit the express interest button.