Next-Gen Wealth Moves: Latest Rules on Intergenerational Transfers 3 Credits
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Navigating the complexities of intergenerational wealth transfers has become increasingly important as families seek to preserve and grow their assets across generations. Recent updates to regulations governing these transfers provide new opportunities and challenges for individuals and advisors managing family wealth.
This CPD Course explores how these changes influence intergenerational wealth transfers. Participants will gain a comprehensive understanding of the new rules for immediate and gradual transfers, including the capital gains reserve provisions. The course covers the conditions required for immediate and gradual transfers, emphasizing practical implications and compliance strategies. Attendees will also learn about the restrictions on share dispositions and the impact of these rules on tax planning.
We will discuss the compliance requirements and strategic considerations for effectively leveraging these provisions. Additionally, the webinar will address the restrictions on share dispositions, clarifying the implications for purchasers and vendors in family business transactions. Explore the transformative changes introduced by Bill C-208, which impacts intergenerational transfers of wealth and business ownership.Â
Key topics covered:
Join this CPD Course, it focuses on practical applications and real-world scenarios. It is essential for tax professionals, estate planners, financial advisors, and business owners seeking to navigate these new regulations successfully.
| License details | Credits | Status |
|---|---|---|
| Taxes for CPA in Canada | 3 CPD | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 3 CE | Eligible |
| Professional Development for Certified International Wealth Manager (CIWM) | 3 CE | Eligible |
| Tax Planning for Certified Financial Planner - Canada (Approval No. 16102) (Valid upto : Aug 25, 2026) | 3 CE | Approved |
| Professional Development for Designated Financial Services Advisor (DFSA) | 3 CE | Eligible |
| Tax Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 16102) (Valid upto : Aug 25, 2026) | 3 CE | Approved |
| License details | Credits | Status |
|---|---|---|
| Taxes for CPA in Canada | 3.5 CPD | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 3.5 CE | Eligible |
| Professional Development for Certified International Wealth Manager (CIWM) | 3.5 CE | Eligible |
| Professional Development for Designated Financial Services Advisor (DFSA) | 3.5 CE | Eligible |
Credits
3
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
At MY-CPE, we provide top-tier CPA CPD courses tailored for CPA Canada professionals. Earn your CPD credits in Canada with our flexible and convenient online courses. Our expert-led CPA Canada CPD courses ensure you stay compliant and enhance your professional skills. Whether you need specific CPA CPD credits or comprehensive professional development, MY-CPE has you covered. Join us today to access high-quality education designed to meet your CPD requirements efficiently.
AJAG offers a comprehensive selection of professional development courses in Tax, Accounting, Assurance, Ethics and more - all designed to keep CPAs informed and up to date. We strive to deliver the highest quality, most relevant and accessible continuing education content for CPAs in Canada. Our instructors are some of the most well-respected presenters in their field and present their own course material - covering a wide range of relevant, timely topics.
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
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To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
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To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
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After successfully completing a self-study course and passing the assessments, you can access and download your course 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.
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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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A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn credits through live webinars?
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Are the live webinars approved by NASBA and other regulatory bodies?
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
What are the requirements to maintain compliance with live webinar courses?
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.
How can I access my webinar completion certificates?
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.
How are credits reported to governing bodies?
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.
SB
Very informative and easy to use. Great learning tool.
CK
Very informative course!
.webp "Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)")
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