In-depth tax issues for the owner-managed business

Registration for the 2024 session is now closed. Interested in attending a future session of this course? Sign up for our mailing list and we will alert you of the next upcoming session.

Get practical solutions to help you navigate the intricate financial situations facing business owners today, including how to handle owner-manager renumeration and plan effectively for insurance, business succession, retirement and post-mortem taxation.

Building on the concepts introduced in the In-Depth Tax Course, this intermediate in-residence course is designed for tax professionals who work predominantly with owner-managed businesses on estate planning, retirement and succession planning, or accountants in industry who want to expand their knowledge. Participants will acquire innovative and practiced solutions to the most intricate financial situations facing business owners today.

• business succession planning
• owner-manager remuneration
• trusts
• estate planning
• post-mortem tax planning
• sale of a business
• insurance planning

Tax professionals who:

Prerequisites:

Completion of the In-Depth Tax Program and two or more years of work experience in tax full-time. Some admissions may be made by special request.

Special requirements:

Participants are expected to live in-residence during the course.