Overview
This module focuses on the ethical responsibilities and professional judgment required in tax practice. It examines key principles from professional conduct rules, tax jurisprudence, and CRA administrative policies, highlighting how ethical considerations arise in areas like tax planning, disclosure obligations, and dealing with uncertainty. Learners will work through real-world dilemmas to strengthen their ability to make principled decisions while balancing client interests with integrity and compliance. The goal is to help practitioners uphold the highest standards of professionalism in a complex and evolving tax environment.
Learning Objectives
Who should take the Ultimate Tax Mastery Course?
- CPAs looking to specialize in tax practice
- Accounting professionals who want to offer more value to clients
- Bookkeepers expanding into tax preparation and planning
- Financial advisors who need to understand tax implications of financial strategies
Prerequisite Skills
Recommended skills to have before taking this course:
What You'll Learn
Module 1: Core Tax Law Principles
-
Basics of Canadian Tax LawFree Preview
-
How to Use the Income Tax ActFree Preview
-
Ethics for the Tax PractitionerFree Preview
-
General Anti-Avoidance Rule (GAAR)Free Preview
-
Mandatory Disclosures, Notifiable Transactions and Uncertain Tax PositionsFree Preview
Module 2: Individual Tax Matters
-
Individual TaxationFree Preview
-
Tax on Split Income (TOSI)Free Preview
-
Capital Gains and LossesFree Preview
Module 3: Corporate Taxation
-
Corporate Tax Fundamentals
-
Dividend Strategies
-
Corporate Restructuring
Career Impact
Career Paths This Course Supports
Tax Specialist
Develop expertise in tax planning and preparation, working with individuals and businesses
Corporate Tax Advisor
Provide strategic tax planning guidance to corporations and executives
Private Practice
Establish or expand your own practice with specialized tax services
What Students Say
"This course transformed my practice. I now confidently handle complex tax scenarios that I would have previously referred out. The templates alone have saved me countless hours."
"The practical approach made all the difference. Instead of abstract theory, we worked through real-world scenarios that I encounter daily with my clients. Worth every penny."
Frequently Asked Questions
How is this different from other tax courses?
Unlike many tax courses that focus on theory, the Ultimate Tax Mastery Course is designed by practicing tax professionals with real-world applications in mind. You'll learn practical strategies that you can immediately implement with clients, and receive templates and tools that save you time and improve client outcomes.
Will this course help me with the current tax year?
Yes! We update the course content regularly to reflect current tax laws and CRA policies. When significant changes occur to tax legislation, we provide supplementary materials to ensure your knowledge stays current.
How many CPD/CE credits will I earn?
The Ultimate Tax Mastery Course provides 20 CPD/CE credits recognized by provincial accounting bodies across Canada. Upon completion, you'll receive a certificate that meets the documentation requirements for your professional organization.
How long do I have access to the course?
With your purchase, you receive 12 months of access to all course materials, including any updates made during that period. Pro membership subscribers have unlimited access as long as their membership remains active.
Will I receive support if I have questions?
Absolutely! All course participants can post questions in our discussion forum, where instructors and fellow students provide insights. PRO members also get quarterly access to our Tax Hotline, where they can schedule 1-on-1 consultations with tax experts.
Ultimate Tax Mastery Course
Led by Dale Barrett
Tax Lawyer & Managing Partner, Barrett Tax LawThis Course Includes:
- 8 hours of video instruction
- 25+ downloadable resources & templates
- Certificate of completion
- Lifetime access with PRO membership
- Mobile and desktop access
