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Advance your Professional Skills in Tax Planning & Compliance

These Tax Planning & Compliance courses cover a broad spectrum of topics, ensuring you stay current with industry standards and best practices.

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Professional Tax Planning & Compliance Spotlight

Enroll with Unlimited Pass — All courses shown are included in Unlimited Pass
Lifecycle Financial Planning: Required Minimum Distributions
Video Course
Accounting & Tax: Tax Planning & Compliance

Lifecycle Financial Planning: Required Minimum Distributions

Stop the confusion and avoid costly penalties with a deep dive into the latest RMD regulations and inherited account strategies.

US$84-27%US$115
2.5 CPD hours
David Peters
5.0
(2)
Published at May 15, 2026
Updated at May 15, 2026
FATCA & CRS: Tackling 2025 Reporting Hurdles with Confidence
Video Course
workspace_premiumBest Instructor
Accounting & Tax: Tax Planning & Compliance

FATCA & CRS: Tackling 2025 Reporting Hurdles with Confidence

Navigate the evolving landscape of FATCA & CRS. Gain critical insights to confidently overcome 2025 reporting hurdles and ensure compliance amidst increasing scrutiny and penalties.

CA$72-54%CA$158
1 CPD hour
Knowledge Group
4.9
(9)
Published at Oct 29, 2025
Updated at Oct 28, 2025
Qualified Domestic Trusts (QDOT): Tax Strategy Essentials
Video Course
Business, Commercial & Financial Law: Tax, Bankruptcy & Consumer Law

Qualified Domestic Trusts (QDOT): Tax Strategy Essentials

Master the complexities of QDOTs to protect assets and defer estate taxes for non-citizen spouses.

US$89-25%US$118
3 CPD hours
Leslie Bonner
Published at Aug 24, 2026
Updated at Aug 22, 2026
Tax Research: Secondary Sources, Tax Positions, & Conflicting Authority
Video Course
Accounting & Tax: Tax Planning & Compliance

Tax Research: Secondary Sources, Tax Positions, & Conflicting Authority

Stop guessing and start citing: Learn how to navigate conflicting authority and manage your liability as a tax practitioner.

US$84-30%US$120
2.5 CPD hours
David Peters
Published at May 29, 2026
Updated at May 29, 2026
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Lifecycle Financial Planning: Social Security & Medicare - Tax & Financial Planning Basics
Video Course
Accounting & Tax: Tax Planning & Compliance

Lifecycle Financial Planning: Social Security & Medicare - Tax & Financial Planning Basics

Navigate the complexities of benefits, taxes, and retirement planning to provide your clients with actionable, high-value advice.

US$159-21%US$200
5.5 CPD hours
David Peters
Published at Apr 30, 2026
Updated at Apr 30, 2026
Real Property Taxation: Fundamentals and Compliance
Video Course
Business, Commercial & Financial Law: Tax, Bankruptcy & Consumer Law

Real Property Taxation: Fundamentals and Compliance

Navigate the complexities of rental property, residence sales, and tax reporting requirements for professionals.

US$77-24%US$101
2 CPD hours
Leslie Bonner
Published at Aug 25, 2026
Updated at Aug 25, 2026
Lifecycle Financial Planning: Unique Tax Attributes of Different Entity Types for Entrepreneurs
Video Course
Accounting & Tax: Tax Planning & Compliance

Lifecycle Financial Planning: Unique Tax Attributes of Different Entity Types for Entrepreneurs

Navigate the complex tax landscape of entity selection to maximize value and avoid hidden liabilities.

US$85-28%US$118
2.5 CPD hours
David Peters
Published at May 18, 2026
Updated at May 18, 2026
Lifecycle Financial Planning: Tax Planning - Depreciation
Video Course
Accounting & Tax: Tax Planning & Compliance

Lifecycle Financial Planning: Tax Planning - Depreciation

Unlock powerful tax deductions and avoid costly recapture surprises with expert planning techniques.

US$84-20%US$105
2.5 CPD hours
David Peters
Published at May 18, 2026
Updated at May 18, 2026
Lifecycle Financial Planning: Tax Planning - Qualified Business Income Deduction
Video Course
Accounting & Tax: Tax Planning & Compliance

Lifecycle Financial Planning: Tax Planning - Qualified Business Income Deduction

Unlock hidden tax savings for pass-through entities by navigating complex phase-outs, SSTB rules, and entity-choice strategies.

US$62-19%US$77
1 CPD hour
David Peters
Published at May 18, 2026
Updated at May 18, 2026
Exploring Client Advisory Services: Engagement Letters & Preparer Liability
Video Course
Accounting & Tax: Tax Planning & Compliance

Exploring Client Advisory Services: Engagement Letters & Preparer Liability

Master Circular 230 compliance and engagement letter best practices to protect your practice from penalties and professional liability.

US$62-19%US$77
1 CPD hour
David Peters
Published at May 15, 2026
Updated at May 15, 2026