Certificate Course: Tax Planning for Incorporated Professionals

​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 third course in the DMA™-Family Business Services Specialist Designation.

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. Retirement and succession planning is also an integral part of the course.

Gain an understanding of the tax rules pertinent for professional corporations, including access to Small Business Deduction limit and taxation of income held within a corporation.

Take the Next Step.

Next enrolment deadline: Sept 15, 2023

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

This course will teach you how tax compliance differs for micro- and medium-sized businesses. You’ll learn about shareholder matters as they relate to corporate and shareholder tax planning and corporate structure review. Also covered are tax efficiencies such as income splitting, income averaging, tax exemptions and deferrals. You’ll discover the top ten strategies for retirement and succession planning and how to sell a block of business—as in shares versus assets and evaluating access to lifetime capital gains exemption.

This program was very challenging and the information contained was valuable to me in my practice. I plan to keep my journal nearby as a reference when required. This is a very valuable program for anyone in private practice.

-Heather McLeod, NS

​Scope of the course

  • Tax Rules for Professional Corporations
  • Incorporated vs Non-Incorporated Professional Businesses
  • Corporate Structures
  • Shareholder Remuneration
  • Corporate Shareholder Integration Theory
  • Using the PC for Family Benefits
  • Retirement Planning for the Incorporated Professional
  • Getting the Business Ready for Sale
  • Selling the Professional Practice
  • Succession Planning: Top Ten Tips

​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

Cross Border Taxation

CE Summits: Audit Defence: Sept 20, 2023