Deciphering Trust Reporting: Q&A Session 1.5 Credits
Part 2
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This course is designed to provide professionals with a clear understanding of the latest changes in trust reporting regulations, including the mandatory filing of T3 Returns and Schedule 15 forms. Participants will gain insight into the new requirements for all trusts, the exceptions for listed trusts, and the specifics for bare trusts, ensuring they are equipped to navigate these regulations confidently.
In this CPD Course, will cover key topics such as the criteria for filing T3 Returns, exemptions for listed trusts, and the nuances of reporting bare trusts. We will address common questions and scenarios, including the treatment of joint accounts and real estate holdings, and provide clarity on the practical application of these rules. Case studies and real-life examples will be used to illustrate how to handle various trust situations, ensuring that participants can apply their knowledge effectively in their professional roles.
Key topics covered:
Join us, whether you are a seasoned professional or new to trust reporting, this course will enhance your expertise and prepare you to address the evolving landscape of trust reporting with confidence and precision.
| License details | Credits | Status |
|---|---|---|
| Taxes for CPA in Canada | 1.5 CPD | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 1.5 CE | Eligible |
| Professional Development for Certified International Wealth Manager (CIWM) | 1.5 CE | Eligible |
| Tax Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 16107) (Valid upto : Aug 25, 2026) | 1.5 CE | Approved |
| Tax Planning for Certified Financial Planner - Canada (Approval No. 16107) (Valid upto : Aug 25, 2026) | 1.5 CE | Approved |
| Professional Development for Designated Financial Services Advisor (DFSA) | 1.5 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for CPA in Canada | 1.5 CPD | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 1.5 CE | Eligible |
| Professional Development for Certified International Wealth Manager (CIWM) | 1.5 CE | Eligible |
| Tax Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 16107) (Valid upto : Aug 25, 2026) | 1.5 CE | Approved |
| Tax Planning for Certified Financial Planner - Canada (Approval No. 16107) (Valid upto : Aug 25, 2026) | 1.5 CE | Approved |
| Professional Development for Designated Financial Services Advisor (DFSA) | 1.5 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for CPA in Canada | 1.5 CPD | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 1.5 CE | Eligible |
| Professional Development for Certified International Wealth Manager (CIWM) | 1.5 CE | Eligible |
| Tax Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 16107) (Valid upto : Aug 25, 2026) | 1.5 CE | Approved |
| Tax Planning for Certified Financial Planner - Canada (Approval No. 16107) (Valid upto : Aug 25, 2026) | 1.5 CE | Approved |
| Professional Development for Designated Financial Services Advisor (DFSA) | 1.5 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for CPA in Canada | 1.5 CPD | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 1.5 CE | Eligible |
| Professional Development for Certified International Wealth Manager (CIWM) | 1.5 CE | Eligible |
| Professional Development for Designated Financial Services Advisor (DFSA) | 1.5 CE | Eligible |
Credits
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Instructional Method
Pre-requisites
Advance Preparation
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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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