Deciphering Trust Reporting: Industry Tips and Best Practices 1 Credit
Part 1
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Under the new rules, the reporting landscape for trusts has expanded considerably. Most trusts, including bare trusts, now face annual reporting obligations even if there is no income tax liability or distributions.
This CPD Course will delve into the significant changes introduced by the 2018 Budget regarding trust reporting requirements. These updates, initially set to take effect for tax years ending after December 31, 2021, have now been extended to tax years ending on or after December 31, 2023. We will cover a broader trend towards enhanced disclosure requirements across various financial sectors. Understanding these changes is crucial for compliance and effective trust management.
Key topics discussed:
Join this CPD Course, we will provide practical tips and strategies to help you navigate these complex requirements effectively.
| License details | Credits | Status |
|---|---|---|
| Taxes for CPA in Canada | 1 CPD | Eligible |
| Estate Planning for Personal Financial Planner (PFP) | 1 CE | Eligible |
| Advanced estate planning for Certified International Wealth Manager (CIWM) | 1 CE | Eligible |
| Tax Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 16105) (Valid upto : Aug 25, 2026) | 1 CE | Approved |
| Tax Planning for Certified Financial Planner - Canada (Approval No. 16105) (Valid upto : Aug 25, 2026) | 1 CE | Approved |
| License details | Credits | Status |
|---|---|---|
| Taxes for CPA in Canada | 1 CPD | Eligible |
| Estate Planning for Personal Financial Planner (PFP) | 1 CE | Eligible |
| Advanced estate planning for Certified International Wealth Manager (CIWM) | 1 CE | Eligible |
| Tax Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 16105) (Valid upto : Aug 25, 2026) | 1 CE | Approved |
| Tax Planning for Certified Financial Planner - Canada (Approval No. 16105) (Valid upto : Aug 25, 2026) | 1 CE | Approved |
| License details | Credits | Status |
|---|---|---|
| Taxes for CPA in Canada | 1 CPD | Eligible |
| Estate Planning for Personal Financial Planner (PFP) | 1 CE | Eligible |
| Advanced estate planning for Certified International Wealth Manager (CIWM) | 1 CE | Eligible |
| Tax Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 16105) (Valid upto : Aug 25, 2026) | 1 CE | Approved |
| Tax Planning for Certified Financial Planner - Canada (Approval No. 16105) (Valid upto : Aug 25, 2026) | 1 CE | Approved |
| License details | Credits | Status |
|---|---|---|
| Taxes for CPA in Canada | 1.5 CPD | Eligible |
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
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Great presentation and the presenter was very knowledgeable.
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