Course: 2017 Personal Income Tax Case Study

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

 

Prior to the course, participants will receive a comprehensive 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:

 

 - Employment income;

 

- Commission income;

 

- Business income;

 

- Investment income;

 

- Allowable business investment losses;

 

- Medical expenses;

 

- Disability tax credit;

 

- Tax shelters;

 

- Capital gains.