Name: 2025 Year-End Tax Planning for Owner-Managers
Price: 119 CAD
Rating: 5 (382 reviews)

2025 Year-End Tax Planning for Owner-Managers | Legal Education by learnformula

2025 Year-End Tax Planning for Owner-Managers

Optimize your 2025 financial strategy. Navigate critical tax changes, leverage planning opportunities, and ensure robust wealth management for owner-managers.

schedule1.5h

5(382)

Jay Goodis

•

Co-founder and CEO of Tax Templates Inc., CPA, CA - CPA Canada

10 Courses

• 2876 Reviews

Jay is the co-founder and CEO of Tax Templates Inc. He has broad expertise in Canadian taxation from nearly a decade of practice in national and mid-market accounting firms. By combining his tax know...

Kim Moody, FCPA, FCA, TEP

The antithesis of the status quo, Kim is driven to innovate new and better ways to do things for the clients he serves, the advancement of the firm, and other professionals in tax. His relentless obse...

About this course

LSBCLSO

This session walks through the most important year-end planning issues for Canadian owner-managers. We’ll review 2025–2026 corporate and personal tax rate changes, integration outcomes across Canada, and how under or over-integration affects planning. We’ll break down the AMT regime, including impacts on capital gains, trusts, deductions, and credits. We’ll also review RDTOH, GRIP, CDA, and other key corporate tax balances, along with strategic opportunities around salaries, dividends, investment income, and AAII. Finally, we’ll highlight upcoming deadlines and practical year-end planning strategies.

Key topics discussed:

Integration principles & tax rate differences across provinces
Key 2025–2026 federal and provincial tax rate changes
How NERDTOH & ERDTOH work - and how to optimize them
AAII and its impact on the Small Business Deduction
Strategies to reduce or avoid the SBD grind
Salary vs. dividends vs. capital gains: choosing the right mix
Practical year-end planning strategies for owner-managers
CDA rules, planning opportunities & updated reporting
AMT changes and their impact on capital gains & trusts
Tax-efficient charitable giving: cash vs. securities, CDA, AMT impacts