Personal Income Tax Case Study - 2023

Course Price: $179.97

Number of PD hours: 3.0

Online - Recorded - Available

This course is directed at practitioners interested in a basic personal income tax preparation refresher.

Prior to the course, participants will receive a case study involving the preparation of a personal tax return, which they will be asked to complete and bring with them to the course in order to maximize the benefits of the session.

Tax issues to be covered in the case study will include:

-       Who must file;

-       What’s new;

-       Employment income;

-       Foreign Income;

-       Pension Splitting;

-       Investment income;

-       TOSI

-       Allowable business investment losses;

-       Principal Residence exemption;

-       Capital gains.

-       Employment expenses;

-       Medical expenses;

-       Disability tax credit;

-       T1135 reporting


John Grummett CPA, CA

John has approximately 25 years of national and international tax experience including 9 years as a tax partner at Grant Thornton LLP. He has considerable experience in areas of SR&ED, estate planning and corporate reorganizations.

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