Effective Individual Tax Strategies 101 2 Credits 2 Credits
Tax planning involves taking a proactive
approach to paying taxes.
While it
is illegal to avoid paying taxes that you owe, there is nothing wrong with
looking at your income and potential deductions in advance to pay the least
amount of tax possible under the law.
Taxes are
a bane for just about everyone except accountants, but they are an inevitable
fact of life. The rules are constantly changing and it can seem like the deck
is stacked against the honest taxpayer. Don't despair though; there are still
simple ways for Canadians to limit their tax exposure.
This CPD course is for individuals who are new
to Canada and/or just beginning to learn about Canadian taxation.
It
highlights essential tax-saving concepts. How you apply the combination of
these concepts will shape your retirement and estate. It outlines 3 key life
stages where tax planning is essential: Short Planning; and Long Term – Estate
Tax Planning to maximize your income and pay less tax.Â
During
each of these key life stages, the goal is to provide you with the maximum income
and pay the least amount of tax. The decision on your investment strategy will
impact ultimately what your income will be during retirement, how much tax you
will pay, and what your beneficiaries will get.
This CPD Tax course will provide you with things that you should consider at each stage of your life.
| License details | Credits | Status |
|---|---|---|
| Taxes for CPA in Canada | 2 CPD | Eligible |
| Tax Planning for Personal Financial Planner (PFP) | 2 CE | Eligible |
| Financial Planning for Certified International Wealth Manager (CIWM) | 2 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for CPA in Canada | 2 CPD | Eligible |
| Tax Planning for Personal Financial Planner (PFP) | 2 CE | Eligible |
| Financial Planning for Certified International Wealth Manager (CIWM) | 2 CE | Eligible |
Credits
2
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
Linda Yao was born in Taiwan, Taipei into a family of five who lived in a one-bedroom University of Taiwan duplex with no amenities. She recalls sleeping with her grandmother and sister in a curtained-off area in the living room, while her parents and brother slept in the bedroom. The toilet was just a hole in the floor, and it was next to the kitchen. They bathed in a lean-to her dad built against the nearby banana fermentation warehouse. Â
While her story started similar to many in her age group from Taiwan, Linda attributes much of her financial success to the decision to buy a few helpful wealth-building products that forced her to save monthly amounts of cash she wasn’t able to withdraw easily.Â
It wasn’t always like that: Linda didn’t become interested in managing her money until she was in her 40s. Yet, she was able to reach financial independence, enjoy a very comfortable retirement, and very passionate about helping parents and grandparents to gain the confidence to manage their money, save, and pay less tax.Â
She is focused on helping them in building wealth for future generations to leave a sizable
legacy effortlessly by following a few simple steps.
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.
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.
JL
An excellent survey of the subject. Th handout will make for a good reference tool for work and further research of the subject
CC
The presenter was easy to listen to, spoke at a good pace, tried to make jokes & keep everyone engaged. Great job!
May 12, 01:00 PM ET
May 12, 02:30 PM ET
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Inclusions
Multiple Credits
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
Certifications & Reporting
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 - fastest in the industry.
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Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.
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