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PERSONAL TAX UPDATE: WHAT’S NEW IN PERSONAL TAXATION?
FOCUS ON EMPLOYMENT INCOME, DEDUCTIONS & CREDITS:
FOCUS ON RETIREMENT: TAX FILING TIPS AND TRAPS
No matter the age, tax pros have discussions about retirement savings for most taxpayers; yet understanding the investments behind the key T-slips and the goals for the money is not always obvious. In this case-driven session, drill down on the types of investments that drive the slip entry errors using two key elements of a Real Wealth Management framework:
A. Accumulation and De-Accumulation: Record with precision, the tax write-offs for retirement savings while managing key questions when filing returns: “Take It Now of Defer?” (OAS, CPP, RPPs, RRSP); “What is it and Why?” (Annuities, RRIFs & ALDAs); “Secrets in Pension Income Splitting”, “How Much is TOO much” (personal pensions) and “Make Foreign Pensions Count” (Tax Treaties and FTC)
B. Growth & Preservation: “What’s the theory?” Secrets in reporting income entries from slips including T3, T5 T5008
RARE ENTRIES: TAX FILING PRIMER FOR SEASONED PREPARERS
CRA FIRESIDE CHAT: What’s New from CRA
Learn about enhanced features in My Business Account that align with record retention, periods, new features on Represent a Client, news on filing GST returns, the Digital Mailroom project and new ID requirements when calling the CRA
FOCUS ON INCOME FROM PROPERTY & INVESTMENTS
This session is a broadly-based overview of how various types of investment and property income is taxed and how such income should be reported for tax purposes by the investor/taxpayer. The materials will discuss dividends, rental income, private company dividends, foreign income, partnership and mutual fund income, capital gains (losses) and many other related topics.
FOCUS ON BUSINESS OWNERS – T2125 and Schedules
1. Reporting sources of income: fiscal year-ends, cash vs. accrual, business profile nuances:
2. Partnerships: arm’s length, spousal partnerships, with adult children
3. Case Study: Recording transfer/sale of assets, terminal loss, recapture, rollovers, other issues
CROSS BORDER ISSUES
OPTIMIZING LIFE TRANSITIONS: INVOLUNTARY AND VOLUNTARY SEPARATIONS
Including Disability, Divorce and Death With Tax Software Practical Applications
With Thanks to Our Special Guest Partner: Thomson Reuters, Tax & Accounting (Canada)