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CE Credits provided by this presentation:
* FP Canada - 1 Financial Planning credit * Advocis - 1 IAFE Approved credit * MFDA - 1 Professional Development credit (in bundles/packs) * CSI - 1 Professional Development credits (in bundles/packs) * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.
Curriculum
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Capital Gains Changes: Impacts and Tax Planning Opportunities for Donations & CCPCs
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Introduction and Instructions
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The Rules Governing CE Credits
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Presentation Overview
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Presentation Video
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Presenter Resourses
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About the Presenter: Jay Goodis
Jay Goodis is the co-founder and CEO of Tax Templates Inc. He has broad expertise in Canadian taxation from nearly a decade of practice in national and mid-market accounting firms. Combining his tax knowledge and process-building abilities, Jay specializes in tax planning software to support professional users. His current project uses specialized algorithms to determine and explore strategic tax planning solutions. His focus is always on solving challenging tax needs, supporting growth, and integrating efficiencies. Jay was recognized as an emerging leader by CPA Ontario in 2018 for his contributions to the CPA profession. He has spoken to CPAs across the country in many forums hosted by such organizations as CPA Canada, the Canadian Tax Foundation, CPA Ontario, and many others. Jay has also been invited to testify to the Standing Committee of Finance on federal budget consultations and has been invited to Parliament to provide recommendations on tax policy.
Capital Gains Changes: Impacts and Tax Planning Opportunities for Donations & CCPCs
Stay ahead of Canada's upcoming tax changes! Review your corporate and trust strategies, align portfolios with the new capital gains inclusion rates, and plan for potential impacts on donations, CDA, and AMT before June 25, 2024. Click “Enroll Now” to get started!
$20.00