Certificate Course: Tax Planning for Corporate Owner-Managers


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​This course is for you if

You provide tax services to corporate clients and business owners
You are a professional looking to update your skills
You are training staff


The second course in the DMA™-Family Business Services Specialist Designation.

Equip yourself with a broad understanding of the tax changes as well as the compensation planning options available for the family business and its family members. Then use your knowledge to implement Real Wealth Management™ strategies to help families accumulate, grow, preserve and transition their wealth over time with proper retirement investment plans.

Take the Next Step.

Can start 24/7 anytime!

Designation Program: $3,990
($665 x 6 certificates courses)

Regular Tuition: $895

Need help? Call us at 1-866-953-4769

​What you will learn

The student will understand the different ways in which an owner/manager may draw compensation from an incorporated business to fund income requirements today and plan for future income in retirement and other transition periods.

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

​Scope of the course

  • The Taxation of Business Income and Its Integration in Personal Taxation
  • Understanding Family Compensation Requirements
  • Income Tax Treatment of Salary
  • Income Tax Treatment of Dividends
  • Other Compensation Issues – Benefits, Shareholder Loans
  • Income Splitting, Kiddie Tax, Tax on Split Income (TOSI)
  • Basic Issues in Using a Holding Company or Trust
  • Registered Deferred Income Plans
  • Unregistered Deferred Income Plans
  • Planning Pitfalls – the Capital Gains Deduction, CNIL, ABIL’s
  • Tax on Split Income (TOSI)

​What is included

  • Tax deductible tuition fees
  • Potential for Canada Training Grant or other Government programs
  • Personal consultation and virtual campus orientation
  • Practical case studies using well-known professional software
  • Lesson plans and study plans
  • Calculators and tools you can use immediately
  • Personal instructor support by email
  • Testing and certification
  • Comprehensive Knowledge Journal
  • CE/CPD accreditation by various professional bodies
  • EverGreen Explanatory Notes - Online Research Library

​Related Programs

DMA™ Family Business Services Specialist

Tax Planning for Corporate Owner-Managers