DMA™
Corporate Tax Services Specialist Designation

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WORK IN THE TAX, ACCOUNTING AND WEALTH ADVISORY OFFICES

DMA™- Corporate Tax Services Specialist Designation Program

Understand family-owned enterprises throughout the lifecycle of the business - from startup to successful transition. Advance your career and guide clients through succession planning, valuations and transitions. You will be able to provide a superior level of service that will continue to pay off for your clients and your business.

There are six corporate tax and planning courses in this program.

  • Corporate Tax Filing Fundamentals
  • Tax Planning for Corporate Owner-Managers
  • Tax Planning for Incorporated Professionals
  • Cross Border Taxation
  • Use of Trusts in Tax and Estate Planning
  • Succession Planning for Corporate Owner-Managers


“It is important that we are proactive in terms of planning our clients’ affairs. Knowledge Bureau continues to provide me with relevant knowledge and strategies to help my clients navigate through the complex world of finance, life and taxation.”

George Donkor, ON


Corporate Tax Filing Fundamentals

This course serves as an introduction to the preparation of a corporate income tax return for a small business operating under a corporate structure as a Canadian Controlled Private Corporation (CCPC).


Tax Planning for Corporate Owner-Managers

This course has been designed to teach you how to advise private business owners and managers about the best ways to manage his or her compensation to maximize the amount of after-tax income available. You will gain a solid understanding of the options available when constructing compensation packages.


Tax Planning for Incorporated Professionals

This course focuses on personal and corporate tax planning for small to medium-sized businesses, owned and operated by professionals, with a special focus on financial advisors and medical practitioners.


Cross Border Taxation

This course focuses on emerging issues as baby boomers age, technology makes it possible for people and businesses to operate globally, and economic changes make it appealing for people and businesses to purchase investment property globally.


Use of Trusts in Tax and Estate Planning

The Introduction to Trusts course offered by Knowledge Bureau covers everything from basic trust mechanics to essential details on trusts for disabled beneficiaries.


Succession Planning for Corporate Owner-Managers

This course will help advisors become valuable resources to their clients in the succession planning process. Key concepts include understanding the importance of succession planning for the business and key positions within the business. It focuses on roles and financial issues, from both the perspectives of a business leader and successor. It also addresses the impact of succession on employees and the business as a whole, and succession of the business to third parties


Your Tuition Includes
These All-Inclusive Resources

• Personal course selection consultation
• Virtual campus orientation
• Lesson and study plans
• Personal instructor email support
• Comprehensive Knowledge Journal
• EverGreen Online Research Library
• Knowledge Bureau calculators
• Testing and certification
• CE/CPD accreditation
• Examination, certification and designation

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Learn Your Way

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Every course you take with Knowledge Bureau counts on your academic pathway. Qualify for tuition rebates by taking a certificate course, diploma program or designation program.

In-Class

Complement your online education with CE Summits. Held in November, January and May, these one-day, instructor-led workshops offer peer-to-peer learning experiences to students who prefer studying in groups.

In-Conference

Annual three-day Distinguished Advisor Conferences focus on finding solutions for the challenges faced by businesses in a global marketplace.

Knowledge Base

Tap into a comprehensive, centralized clearinghouse of trusted information, including great books, Knowledge Bureau Report, online calculators and research libraries.