Tax Immersion ProgramTax Immersion Program

Join the only immersive, 12-week tax program in Canada covering a tax primer, tax workshops and annual tax updates, all in one place. Enhance your knowledge of personal and corporate tax, no matter your level of expertise.

Whether tax is 5% of your job role or 70%, you will benefit from this comprehensive program tailored for Ontario CPAs. Expand on your existing tax background and become your organization’s tax expert, while earning 70 PD hours, including 4 Ethics hours.

What You Learn

This program covers comprehensive tax topics, including:

  • A 20-Hour Tax Primer
  • The Canadian tax landscape with an Ontario focus
  • Up-to-date tax rules and regulations
  • Personal and corporate tax workshops

How You Learn

Master tax through customizable modules and immersive learning styles.

  • Case studies
  • Virtual and in-person workshops led by Tax Subject Matter Experts
  • Assessments and assignments
  • Virtual and in-person group discussions
  • Online chat rooms
  • Self-study

Become a tax expert

Comprehensive Curriculum

This fast-tracked curriculum takes places over 12 weeks and includes three modules: A comprehensive Tax Primer, Tax Workshops and Annual Tax Updates. You will complete the program earning 70 PD Hours.

Earn a Digital Badge

Upon completion of this program, you’ll receive a digital badge in recognition of your hard work and earned expertise. This badge can be added to your website, social profiles, email signature and more.

Expand Your Network

Become part of the dedicated community of tax professionals from varying roles and backgrounds invested in the Canadian tax landscape. Program includes in-person networking and social events.

Who will benefit?

Thank you for your interest in our Tax Immersion Program 2024. We’ve reached our capacity for this year’s cohort. This program will be available again in the fall of 2025, if you would like to be added to our waitlist for please fill out this form. This program is built for CPAs in industry or firms. It is also useful for tax practitioners who are advising clients or tax specialists in Industry who are supporting their organization in internal tax roles.

Join waitlist

Agenda

This comprehensive tax program fosters community and networking through in-person workshops and social events. You will also have access to self-paced learning elements that allow you to learn flexibly. Participants will have the opportunity to learn from multiple established Canadian Tax SMEs with both industry and firm experience.

Agenda of the Tax Immersion Program

Module 1: Tax Primer (20 PD Hours)


The first module consists of Virtual on Zoom and self-paced E-learning with a graded assessment. Participants with advanced knowledge can choose to proceed directly to assessment and move on to Module 2.

Topics include:

  • Customized tax learnings for CPAs
  • Income Tax
  • Capital Transactions
  • Tax Rates
  • Tax Returns
  • Ethics in practice

Module 2: Tax Workshops


This module consists of Virtual on Zoom and In-Person (GTA) learning with networking dinners.

Topics include:

  • Personal Tax
  • Tax implication of Corporate Relationships
  • Acquisition of Control (AOC) Rules
  • Types of Tax Accounts
  • Shareholder Taxation
  • Split Income: Taxation
  • Lifetime Capital Gains Exemption
  • Sale of Assets Versus Shares
  • Paid Up Capital and Surplus Stripping
  • Deemed Dividend Provisions and Stop-Loss Rules

Module 3: Annual Tax Updates 2024 (18 PD Hours)


The final module consists of self-paced E-learning. You’ll learn about important detailed updates to income tax related to the 2024 reporting year as well as tax focused ethics (4 PD hours). You have until Jan 10, 2025, to complete this module.

Cost & Timing

Registration open until: October 7, 2024

Start Date: October 15, 2024

End Date: December 31, 2024

Location: Hybrid

Price: $6,500

Group Discount: contact [email protected] to learn about our group rates.

Financial assistance

Contact an Advisor to learn more about our payment plan options.

Thank you for your interest in our Tax Immersion Program 2024. We’ve reached our capacity for this year’s cohort. This program will be available again in the fall of 2025, if you would like to be added to our waitlist for please fill out this form.

Speakers

Alex GarberAlex GarberAlex Garber, CPA, CA, MTax

Alex is an independent tax advisor in the Greater Toronto Area. He is an adjunct professor at the Schulich School of Business at York University, where he has won multiple awards for outstanding teaching. Alex is a frequent speaker at various conferences and training sessions on the topic of income taxation in Canada.

Haroon KhanHaroon KhanHaroon Khan, CPA, CA

Haroon is an experienced tax professional, having served over 14 years at the world’s leading accounting firms, including the Big 4, as Senior Tax Manager and Tax Partner. He develops and trains fellow tax professionals, and is a lecturer at the Schulich School of Business, teaching both MBA and BBA students.