This course will provide you with an update of personal tax topics along with an overview of issues and challenges faced by tax practitioners on a daily basis when dealing with clients. You will be provided with tips on preparing personal tax returns and how to deal with common client situations and challenges in a number of current areas such as employment expenses, rental income, foreign income and the highly audited area of real estate transactions. Common mistakes, problem areas and traps encountered by practitioners will also be presented along with solutions and approaches to avoid them.

The content of this course was curated by a number of interactive seminars moderated by the instructor over a 2 year period. This provides you with a good breadth of current experience and exposure to CRA’s audit and review initiatives and what to expect when dealing with clients in the areas discussed.

Once you have completed this course you will feel more comfortable preparing personal tax returns by avoiding traps and applying tips implemented my other tax practitioners in today’s tax landscape. This course is also ideal for accountants looking to get into the area of public practice and tax preparation.


Director, Canadian Tax Academy

Ian DiNovo, CPA, CGA

I am a professional accountant and Director of SBC Knowledge Systems Inc. I have been practicing accounting and offering independent financial and business advice for over 15 years. I am the creator of a number of courses dealing with business, tax and investment matters that are designed to make difficult topics easy to understand for everyone.