A business professional teaching a class to a seated individual who is looking at bar graphs and his laptop.

In-depth tax issues for the owner-managed business

Take what you learned in the In-Depth Tax Program to the next level. This course is designed for tax professionals who work with owner-managed businesses, and those in industry who want to expand their knowledge.

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.

You will learn about:

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

Who should attend?

Tax professionals who:

work in public practice and advise owner-managed businesses

work in an owner-managed business and are responsible for tax planning

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.

More Details:

Contact:

Tax Education Inquiries

Email: [email protected]