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Employee Benefits and Tax Planning: Maximizing Benefits While Minimizing Taxes 2 Credits 2 Credits

Feb 28, 2025, 03:00 PM ET

Employee Benefits and Tax Planning: Maximizing Benefits While Minimizing Taxes 2 Credits 2 Credits

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Feb 28, 2025, 03:00 PM ET

Learning Objectives

  • Review recent CRA views on the tax treatment of employee benefits.
  • Discuss compliance strategies for meal and travel allowances under CRA guidelines.
  • Analyze recent court cases impacting employee benefit tax calculations.
  • Gain practical insights into optimizing benefit programs for tax efficiency.

Course Overview

In the ever-evolving landscape of employee benefits and taxation, understanding the intricacies of Canada Revenue Agency (CRA) guidelines is paramount for employers and employees. 

This CPD Course will delve into recent CRA views and court cases that significantly impact the treatment of employee benefits. We'll explore key issues such as the tax implications of meal allowances, travel allowances, and automobile benefits. By examining real-world scenarios and recent rulings, you'll gain practical insights into ensuring your benefit programs are compliant and optimized for tax efficiency.

In this CPD Course, we will discuss recent CRA rulings, including the tax treatment of moving expenses, the calculation of per-person limits for social events, and the nuances of automobile benefits for employees working for multiple related corporations. Whether you are an HR professional, payroll specialist, or business owner, this webinar will provide valuable knowledge and actionable strategies to manage your employee benefits programs effectively while remaining compliant with CRA guidelines.

Join us for this informative guide to stay ahead of the curve and ensure your organization is well-equipped to navigate the regulatory landscape of employee benefits. 

Key topics covered:

  • Employment Benefits Basics
  • Common Employment Benefits and Allowances
  • Most Recent Cases of Interest and CRA Views

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Taxes for CPA in Canada 2 CPD Eligible
Business Acumen for SHRM Professionals (Approval No. 26-ANWUJ) (Valid upto : Dec 31, 2026) 2 PDC Approved
HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 687835) (Valid upto : Nov 30, 2025) 2 RCH Approved
License details Credits Status
Taxes for CPA in Canada 2 CPD Eligible
Business Acumen for SHRM Professionals (Approval No. 26-ANWUJ) (Valid upto : Dec 31, 2026) 2 PDC Approved
HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 687835) (Valid upto : Nov 30, 2025) 2 RCH Approved

Additional Information

Credits

2

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

About Instructor

AJAG

AJAG Professional Development

, AJAG Professional Development

  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating

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.

On Demand FAQs

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.

How do I earn CPE credits through self-study?

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.

What are the requirements to maintain compliance with self-study courses?

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.

How can I access my course completion certificates?

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.

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.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

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.

Reviews and Ratings

out of 5

Excellent (64%)

Very Good (23%)

Average (14%)

Poor

Terrible

JF

John Ferfolia, CA - ICAEW

5

This course is a good general overview for anyone wanting to learn about employee benefits. It provides real-life examples to demonstrate the application of various tax laws.

HL

Hua Lei, CPA in Canada

5

It provided good information on the subject. The final assessment, Q4, had one small error; the answer was not right. Overall, it was a good lecture.

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