In-Depth Tax Course

Canadas comprehensive tax curriculum that bridges

theory and practice, led by a distinguished faculty
of tax experts

In-Depth Tax Course

Message from
the Chair

Contents
Excellence in Tax Education..................................................................................................... 4

Chartered Professional Accountants of Canadas (CPACanada)

In-Depth Tax Course has a deep history and has been endorsed
by professionals in accounting and legal firms, corporate Canada,
and regulatory and government agencies for the extensive
benefits that it has provided for over 35years. Rich in content,
the In-Depth Tax Course has a well-balanced educational
structure with a proven blend of learning methodologies
including elearning, self-study ebooks, problems and case
studies, online discussions, lectures from leading authorities
and interactive small-group tutorials. The In-Depth Tax Course
continues to be Canadas leading and most comprehensive
on-the-job tax trainingprogram.

Course Highlights.......................................................................................................................... 5
The In-Depth Advantage........................................................................................................... 6
Your Three-Year Study Plan..................................................................................................... 7
Year 1 Student Schedule............................................................................................................. 8
Year 2 Student Schedule............................................................................................................ 10
Year 3 Student Schedule............................................................................................................ 11
Locations............................................................................................................................................ 12

IAN SHERMAN, fcpa , fca

Tax Partner, EY
Ottawa, ON
Chair of the CPA Canada Income Tax Education Committee

Who Attends In-Depth?.............................................................................................................. 13

Faculty................................................................................................................................................. 13
Entrance Guidelines...................................................................................................................... 16
Registration Information............................................................................................................ 17

In-Depth Tax Course

In-Depth Tax Course

Excellence in Tax Education

The In-Depth Tax Course is not only
a career accelerator but a truly
transformative learning experience.
In-Depth features an optimal balance
of academic rigor and real-life business
application.

Accelerate your tax career

Deepen your tax knowledge

Course Highlights
In todays complex global economy, advisory firms, corporations and regulators are
all demanding a new kind of tax professionalone who can help their organization
develop strategic business goals, meet performance targets and stay competitive in the

Become a creative tax advisor

marketplace.

Develop a lifelong network

of peers and experts

The In-Depth Tax Course will help you build a strong foundation of technical knowledge

Our three-year program uses a blended

and high demand skills in research, communication, interpretation and creative thinking.
Top features for students:

Top features for employers:

technology for adult education. It

1. A multidimensional approach to

1. An immediate impact at work as your

incorporates an interactive mix of

learning with technical lectures,

student progresses through In-Depth.

self-study, elearning, discussion forums,

group sessions, real-life case studies,

group sessions, technical lectures and

elearning modules and online

context-rich case studies.

discussiongroups.

learning methodology with the latest

2. Lecture and tutorial leader teams with

extraordinary tax knowledge and a
In my view, CPACanadas In-Depth Tax Course is an absolute must for any tax practitioner.
It has allowed me to hone my technical skills in a number of areas of tax that I would never

wealth of businessexperience.
3. The most current and

have otherwise been exposed to, and perhaps even more importantly, has given me the

marketplace-ready curriculum in

opportunity to build my professional network and to reach out to other practitioners with

Canada, producing highly valued

different backgrounds and areas ofexpertise.

professionals in the taxcommunity.

MARK DUMALSKI, cpa, ca

Senior Manager, Deloitte
Ottawa, ON

4. A valuable peer network from public

practice, industry and regulatory
environments.
5. A library of comprehensive tax

2. Timely reports on your students

progress throughout the three-year
program.
3. A unique educational setting that
accelerates the development of new
tax professionals.
4. Quick, out-of-the-gate value from
your student in tax research, statutory
interpretation and communication
skills.
5. A strong return on your investment
with noticeable increases in
productivity. Each time your student
returns from a session, they will be

reference materials, annotated

able to better integrate new tax

with your personal insights and

knowledge and skills into real-life

perspectives from In-Depth.

client situations and corporatework.

In-Depth Tax Course

The In-Depth Advantage

Current, relevant, practical tax training
In-Depth provides the most comprehensive, practical and relevant tax training
in Canada. It is the training ground of choice for Canadas professional accountants
and other qualified business professionals who are serious about excelling in todays
complex tax environment.
As CPA Canadas flagship tax training program, In-Depth comes with a reputation for

In-Depth Tax Course

Your Three-Year Study Plan

Schedule Begins in October 2016
The underlying philosophy of In-Depth is one of integrationan essential blend of
ebook reference materials and elearning modules with assessments, social media
interaction between students and Group Study Leaders, traditional classroom lectures,
context-rich case studies and exercises in facilitated small-group tutorial sessionswith
a strong link to on-the-job experience.

excellence and lasting impact. Over the last three decades, it has produced more than

In-Depth is an unparalleled learning and professional development experience for

15,000 young professionals.

progressive professionals who are serious about a career in taxation. It demands a

major commitment and delivers unrivaled results to students and theiremployers.

Completing In-Depth is an essential component of career advancement for many

tax professionals seeking senior positions in advisory firms and corporate Canada.
The curriculum is both extensive and complete, ensuring that all graduates are
well-equipped with the fundamental tax knowledge and skills they need to kickstart
a long and successful career.

Student Schedule
Integrating elearning, social media, classroom and small group tutorials
Year

I would recommend the In-Depth Tax Course to anyone who is interested in

becoming a tax practitioner or in advancing their career in the tax profession.
It provided me with the skills and knowledge I needed to further my career in
becoming a trusted tax advisor and gave me the opportunity to expand my

network with other professionals from various practice areas. It has increased
my awareness in identifying potential tax issues and new opportunities to
better serve my clients needs.
LING NGAN, CPA, CA
Manager, Tax, KPMG LLP
Edmonton, AB

Year

September/October 2016

Fall/Spring 201617

Summer/Fall 2017

Orientation, Research
and Communications
Skills for Todays
TaxProfessional

Group Study 1

In-Residence 1

elearning

seven-day in-residence
classroom sessions

two-day interactive
classroom session

facilitated in-person
group sessions

facilitated online
discussion forums

Fall/Spring 201718

Summer/Fall 2018

Group Study 2

In-Residence 2

elearning

s even-day in-residence classroom

sessions

facilitated online discussion forums

facilitated in-person group sessions

Certificate of Achievement
Students who successfully complete the In-Depth Tax Course will receive a CPACanada
Certificate of Achievement in Tax Education, which is a nationally recognized symbol of
excellence in continuing education for tax practitioners.

Year

small, facilitated group

workshops

small, facilitated group workshops

Fall/Spring 201819

Summer/Fall 2019

Year 3 Project

In-Residence 3

Group Study 3

s even-day in-residence classroom

sessions

elearning
facilitated online discussion forums

small, facilitated group workshops

In-Depth Tax Course

In-Depth Tax Course

Year 1 Student Schedule

In-Residence 1
Summer and Fall 2017

Orientation, Research
and Communications
Skills for Todays Tax
Professional (ORC)

Theobjective of the sessions and

October 2016

Group Study 1 Snapshot

Presentations will be held in Toronto,

Calgary, Montreal and Vancouver.

ORC Snapshot

activities is to provide valuable continuity

Emigration and Immigration

A detailed framework for conducting

Taxable Benefits

Income Tax Act

Solving comprehensive case studies
and decoding tax puzzles

Fall 2016 Spring 2017

Business and Property Taxation

Residency of a Corporation
Business Income for TaxPurposes
Income vs. Capital
Capital Gains
Adjusted Cost Base
CalculationRules
Principal Residence Designations

modules, ebook self-study content, and

Change in Use Designations

case studies will be available immediately

Capital Gains Exemption

Group Study 1 will begin in October 2016.

Group Study 1 will consist of four
elearning modules including
self-assessment checkpoints, three
scheduled online discussions, and

Note: Group Study Leaders will be submitting

feedback on your performance during GroupStudy,
years 1 and 2, including level of participation, during
discussion boards and in-person sessions, quality of
case study submissions, and attendance. Feedback
will be taken into consideration for assessing
successful completion of the course.

Group Study Components

three local, facilitated group sessions.

The in-person group sessions feature
a series of case studies and exercises
designed to enhance tax problem solving
and research skills, and illustrate the
application of technical knowledge to
contemporary business scenarios.

Elearning
Modules

Social
Media

facilitated group tutorials where you will

learn how to develop new approaches
to solving complex tax problems and
capitalize on tax planning opportunities
for your clients and your organization.

each student at In-Residence1. Lectures

Deferring Income Plans

Access to Group Study 1 elearning

after ORC sessions have been completed.

Shareholder Taxation

A major commitment is demanded from

Taxation of Professionals

Group Study 1

Corporate TaxationThe Basics

and Quebec.

case-study sessions and smaller,

Employment Income

How to read and interpret the

Acquisition of Control Rules

regionally in British Columbia, Ontario

lectures, two large-group comprehensive

In-Depth Orientation (online modules)

tax research

of In-Depth. Presentations will be held

elearning and in-person groupsessions.

Residency of an Individual

In-Person
Sessions

On the Job Experience

and Case Law Analysis

Losses

In-Residence 1 includes 14 technical

Individual Taxation

Revisiting Statutory Interpretation

In-Residence 1 completes your first year

in your learning between self-study,

Ethics for the Tax Practitioner

In-Residence 1 Snapshot

and tutorials are scheduled to allow

opportunities while downtime in the
evenings to reflect and re-energize by
networking with other students, tutorial
leaders and lecturers, and participate in
localactivities.

Attribution
Compensation Planning
Interest DeductibilityAnIntroduction
Taxation of Partnerships
Taxation of Trusts
Tax Administration
Note: Tutorial Leaders will be submitting feedback on
your performance at In-Residence sessions, years1
to 3, including level of interaction, participation and
communication during tutorials, attendance and
general engagement during the week. Feedback will
be taken into consideration for assessing successful
completion of the course.
Students are required to stay at the CPA Canada
designated hotels.

10

In-Depth Tax Course

In-Depth Tax Course

Year 2 Student Schedule

Year 3 Student Schedule

Group Study 2

In-Residence 2

Year 3 Project

Group Study 3

Fall 2017 Spring 2018

Summer and Fall 2018

Summer 2018 and Winter 2019

Fall 2018 Spring 2019

Access to Group Study 2 materials will

In-Residence 2 sessions will be presented

In-Depth features a group project. This

Access to Group Study 3 elearning

be available in the early fall of 2017.

regionally in British Columbia, Ontario

project is a cumulative assignment that

modules and ebook self-study content

In-person group sessions will begin in

and Quebec. In-Residence2 includes

you will complete in your final year of

will be available in October2018.

13 technical lectures, twolarge-group

In-Depth. The objectives of the project

comprehensive case-study sessions

are to demonstrate that you:

and smaller, facilitated group tutorials

Understand the subject chosen

October 2017.
Group Study 2 will consist of four
elearning lessons including selfassessment checkpoints, fourscheduled
online discussions, and three local,
facilitated in-persongroup sessions.

Group Study 2 Snapshot

Affiliated Parties and Stop-LossRules
Non-Arms-Length Transfer and
Other Rules Affecting Corporate
Reorganizations
Paid Up Capital and Surplus Stripping
Anti-Avoidance Rules
Rollover/Reorganization Basics
Accounting for Income Taxes

where you will learn how to develop

new approaches to solving complex tax
problems and capitalize on tax planning
opportunities for your clients and
yourorganization.

and its relevance to the course and

totaxation.
Can assess and analyze aspects
of the subject.
Can provide original insights,
observations and recommendations.

In-Residence 2 Snapshot
Principles and Objectives of
CorporateReorganizations
Business Combination Basics:
Amalgamations and Winding Up
Section 85 Rollovers
Section 86/51 Reorganizations

Can communicate findings in written

format in a professionalmanner.
Each project will be evaluated and

Group Study 3 will consist of six

elearning lessons including selfassessment checkpoints. Following the
completion of each elearning lesson will
be an optional online discussion with a
DiscussionFacilitator.
These online discussions provide an
opportunity for issue analysis, discussion
and collaboration between students,
and between Discussion Facilitators
andstudents.

assessed and will contribute towards your

overall qualification for the Certificate of
Achievement at the end of In-Depth.

Capital Gains Stripping

Post Mortem Planning
Estate Freezes
International TaxationBasics
International TaxationInboundIssues
Cross-Border Financing
GAAR and Tax Avoidance

The In-Depth Tax Course provides

us with an excellent source of tax
training that can be co-ordinated
with practical hands-on work at
BDO. The content, timing and
delivery of the course is well
suited to our firm and is the
cornerstone of our educational
program for new tax specialists.
BRUCE BALL, fcpa, fca
National Tax Partner,
BDOCanada LLP
Toronto, ON

11

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In-Depth Tax Course

In-Depth Tax Course

Who Attends In-Depth?

Group Study 3 Snapshot
Immigration and Emigration

In-Depth provides an incomparable learning, sharing and networking opportunity

Transfer Pricing

for Canadian tax professionals working full-time in Canadian income tax in a public

U.S. Tax for the Canadian Practitioner

accounting firm, a law firm, a corporate setting, a regulatory or a government

SR&ED

environment.

Safe Income and Safe Income

More than 15,000 professionals have benefited from In-Depth. Here are some

onHand

of the organizations that supported them:

Introduction to Indirect Tax

In-Residence 3
Summer and Fall 2019
In-Residence 3 sessions will be presented
regionally in British Columbia, Ontario
and Quebec. In-Residence 3 includes
14 technical lectures, two large-group
comprehensive case study sessions
and smaller, facilitated group tutorials

Locations

where you will learn how to develop

new approaches to solving complex tax
problems and capitalize on tax planning
opportunities for your clients and
yourorganization.

In-Residence 3 Snapshot

Orientation, Research and

Communications will be presented
in a number of urban centres
acrossCanada.

Butterfly Reorganization

Group Study Sessions are provided in

Business Takeover Planning

over 20 locations across Canada.

Partnership Formation, Dissolution

and Reorganizations
Debt Forgiveness Rules
Tax-Loss Planning
Foreign AffiliatesIntroduction
Foreign Accrual Property Income
International Outbound
TaxationIntroduction to Surplus

In-Residence Sessions will be

presented in resort settings in
BritishColumbia, Ontario and Quebec.
These centres have been chosen to
provide you with a functional and
relaxed setting away from your hectic
workplace, deadlines and personal
responsibilities. Its the optimal
learning environment.

3M Canada Company
ADP Canada
Air Canada
Alberta Ministry of Finance
Algoma Steel Inc.
American Express Canada Inc.
AT&T Enterprises Canada Co.
Atomic Energy of Canada Ltd.
Baker & McKenzie LLP
Bank of Montreal
Bayer Inc.
BC Hydro
BDO Canada LLP
Bell Canada
Bennett Jones LLP
Berger Belanger
Bessnar, Gallay, Kreisman LLP
Best Buy Canada Ltd.
Blake, Cassels & Graydon LLP
Borden Ladner Gervais LLP
BP Canada Energy Company
Bridgestone/Firestone Canada Inc.
Brookfield Asset Management Inc.
Bull, Housser & Tupper LLP
Cadesky and Associates LLP
Cameco Corporation
Canada Broadcasting Corporation
Canada Revenue Agency
Canadian Pacific Railway Co.
Canadian Tire Corporation Limited
Canwest Limited Partnership
Cassels Brock & Blackwell LLP
Catalyst LLP Chartered
Accountants
CCH Canadian Limited
Celestica
CGI Information Systems and
Management Consultants
CHC Helicopter Corporation
Chrysler Canada Inc.
CIBC
Citibank Canada

City of Calgary
City of St. Johns
City of Winnipeg
Coca-Cola Bottling Company
Collins Barrow
Confederation Des Caisses
Populaires
ConocoPhillips Canada
Costco Wholesale Canada Ltd.
Couzin-Taylor LLP
Davies Ward Phillips &
VinebergLLP
Deloitte
Department of Finance Canada
Enbridge Inc.
Encana Corporation
EY LLP
Federal Court of Appeal
Felesky Flynn LLP
Fraser Milner Casgrain LLP
General Electric Canada
General Mills Canada
General Motors of Canada
George Weston Ltd.
Giant Tiger Stores Limited
Ginsberg Gluzman Fage &
LevitzLLP
Grant Thornton LLP
Hudsons Bay Company
Husky Oil
Hyundai Auto Canada
IBM Canada Ltd.
J.D. Irving Limited
J.S. Redpath Limited
KPMG LLP
Kraft Canada Inc.
Lafarge Canada Inc.
Lang Michener LLP
MacKay LLP
Mallette SENC
Manulife Financial Corporation
McCain Foods Limited
McCarthy Tetrault LLP

MNP LLP
Miller Thomson LLP
Ministere des Finances
Molson Canada
Nortel Networks Limited
Office of the Auditor General
ofCanada
OMERS
Ontario Ministry of Finance
Ontario Ministry of Revenue
Osler, Hoskin & Harcourt LLP
Oxford Property Group Inc.
Philips Electronics Ltd.
Potash Corporation
Pratt & Whitney Canada
Corporation
PricewaterhouseCoopers LLP
Raymond Chabot Grant
ThorntonLLP
Research In Motion
Revenu Qubec
Rio Tinto Canada
Rogers Communications Inc.
Royal Bank of Canada
RSM Richter Chamberland LLP
Schwartz Levitsky Feldman LLP
Scotia Bank Ltd.
Shell Canada Limited
Shoppers Drug Mart
Siemens Canada Limited
SNC-Lavalin Group Inc.
Sobeys Inc.
Sun Life Financial
Tax Court of Canada
Thorsteinssons LLP
Tim Hortons Inc.
Toronto Dominion Bank
TSX Group
University of Calgary
University of Toronto
Walmart Canada Corp.
Weyerhaeuser Company Limited

13

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In-Depth Tax Course

In-Depth Tax Course

Faculty

TORRAN JOLLY, cpa, ca is a partner in

KPMGs Energy Tax Practice serving
energy industry companies and
related service sectors. He has
assisted many corporate clients with
tax advisory and tax compliance matters related to
domestic and international operations.

The faculty members of In-Depth bring a wealth of technical expertise and direct realworld business experience to the group sessions, classrooms and tutorials. The lecturers
include some of the most knowledgeable and recognized tax experts in Canada,
servicing the most successful individuals and corporations, governments and regulators.
They love to teach, have superb platform skills and a genuine desire to share their
knowledge and experience with others. The carefully chosen group study and tutorial
leaders are experienced professionals with facilitation skills who work exclusively in tax.

EDDY R. A. BURELLO, cpa, ca is a tax

partner at MNP. He has more than 30
years of experience providing tax and
consultative services to private
companies and their owners in a
variety of industries. Eddy provides relevant and
effective tax planning and business advice to
national and international clients. He has extensive
expertise in advising private companies and their
owners in matters relating to mergers and
acquisitions, succession planning, compensation
planning and effective tax minimization strategies
forbusinesses.
DON CARSON, cpa, ca is the Regional
Tax Leader for MNP in the Greater
Toronto Area and is the National
Leader of MNPs Transaction Tax
Services Group. He is a tax partner in
MNPs Markham office who specializes in issues
affecting entrepreneurs and other high-net-worth
individuals. Don has been involved in structuring the
sale of numerous Canadian private companies with
sale locations spanning the country. He has
extensive experience with Canadian personal
taxation, estate planning, will and probate fee
planning and corporate reorganizations. For a
number of years, Don has assisted CPA Canada and
assorted national media outlets with their federal
budget analyses and has participated in a number of
radio and televisioninterviews.

RONNIE DE ZEN, cpa, ca is a partner

in the Tax Services practice of
PricewaterhouseCoopers LLP working
in the Vancouver office. He specializes
in mergers and acquisitions, with a
focus on Canadian domestic acquisitions,
divestitures and reorganizations as well as the
income trust market. Ronnie has served a range of
clients in the growing public-private partnership
industry, as well as the real estate and financial
servicesindustries.
DAVID DOWNIE, cpa, ca is a partner
in the Financial Services Tax group in
Toronto and specializes in
international corporate tax. Davids
current practice focuses on serving
large multinational clients in the financial services
sector in Toronto. David has 20 years of experience
in public accounting with the last eighteen years as a
member of KPMG Canadas International Corporate
TaxGroup.
ANDREW FORBES, cpa, ca is a
partner with KPMG LLP and has
extensive experience dealing with
complex income tax and tax
accounting and reporting matters.
Andrew provides a range of tax services to large
multinational and regional companies, including tax
compliance and consulting services, identifying and
implementing tax minimization strategies, corporate
reorganizations and restructuring, and international
tax planning and compliance services. Andrew also
has extensive experience in representing clients
before the tax authorities and in negotiating and
resolving disputes.

He also has substantial experience in the area

of corporate reorganizations, including property
acquisitions and dispositions, mergers and
amalgamations in the energy industry. Earlier this
year, he authored KPMGs resource A Guide to
Oil and Gas Taxation in Canada, which provides
business entities that participate in or invest in oil
and gas activities an understanding of the Canadian
tax regime and how it applies to such activities in
Canada and abroad.
Torran is active in his community as a member of
KPMGs national accounting policy team advising
on deferred income tax accounting policies, a
lecturer for the University of Calgary/Canadian
Petroleum Tax Societys Introduction to Oil & Gas
Taxation Course, a lecturer for the CPA In-Depth Tax
program, and Audit Committee Chair and Board of
Trustee for Bearspaw Christian School.
MARK KAPLAN, cpa, ca is a partner
with EYs International Tax/
Transaction Advisory Services
Practice based in Toronto and
specializes in Canadian tax planning
for cross-border transactions and multinational
financing arrangements. Mark is a regular instructor
for CPA Canadas In-Depth Tax Program. He has also
guest lectured for both Osgoode Hall Law Schools
Graduate Program in Law and the University of
Western Ontarios Faculty of Law and is a frequent
presenter for the Tax Executives Institute.
RICK MCLEAN, cpa, ca is a partner in
the Mergers & Acquisitions Tax group
at KPMG LLP in Toronto. Rick
specializes in and has extensive
experience in structuring mergers,
acquisitions, divestitures and corporate
reorganizations including butterfly transactions.
Rick advises both public and private companies on
complex tax issues. Rick is a speaker and published
author on corporate reorganizations and M&A tax
issues.

RYAN THULIEN, cpa, ca is a tax

partner in the Toronto office of
PricewaterhouseCoopers LLP and is
the leader of PwC Canadas Retail and
Consumer Product tax practice. His
clients include several of Canadas largest retailers in
categories such as home improvement, office
products, apparel and home goods. Ryan specializes
in advising multinational corporations on Canadian
corporate income tax matters.
BARRY F. TRAVERS, fcpa, fca is the
National Leader of KPMG LLPs Public
Sector Income Tax Practice and is a
member of KPMGs National Tax
Practice based in Toronto. Barry is a
specialist in domestic Corporate Reorganizations
and tax planning for large public sector and
enterprise business. Barry developed the conceptual
approach that is KPMGs comprehensive income tax
review to address income tax issues within public
sector organizations. Barry works with numerous
organizations to assist them with tax optimization
and efficiency in the areas of stock option planning,
corporate divestitures, asset protection planning and
trust planning.
ANDY TSE, cpa, ca is a Transaction
Tax Partner at Ernst & Young LLP
based in the Toronto office,
specializing in cross border
reorganizations, mergers and
acquisition transactions. Andy has extensive
experience with financing and reorganization
transactions involving financial institutions, private
equity funds, pension funds, and other professional
services companies. Prior to joining the Transaction
Tax services group, Andy was a Partner in the
International Tax Practice. Andy has extensive
experience advising on the acquisition and
divestiture of Canadian business operations, the
provision of tax due diligence services, and the
structuring and financing of investments inbound
and outbound from Canada. He has been a frequent
presenter on M&A tax topics in recent years.
BRYAN WALSH, cpa, ca is a partner
with Deloitte in Ottawa and has been
providing tax services since 2000.
Bryan provides Canadian and
international tax planning and
compliance services to a wide variety of clients from
start-up companies to large multinationals. Bryan
has significant experience working with technology
companies and their tax issues including compliance,
tax accounting, mergers and acquisitions and tax
minimizationstrategies.

15

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In-Depth Tax Course

In-Depth Tax Course

Registration Information and Conditions

for the 2016 In-Depth Tax Course

Terms and Conditions

Orientation, Research and

Communications Course (ORC)

Group Study Dates

Applications for 2016 Orientation,

online discussion sessions, as well as the

Research and Communications Course and

in-person group sessions.

Your Group Study Leader will provide you

with a schedule of dates for the scheduled

Group Study 1 will be accepted from July

6, 2016 to August 31, 2016.

Entrance Guidelines
The In-Depth Tax Course from Chartered

The first in-person group session may

be held as early as late November 2016.

An articling Canadian law student,

Upon acceptance of your registration, CPA

You are expected to have successfully

Canada will confirm your participation

completed elearning Lesson 1, participated

Professional Accountants of Canada

who is in the process of articling with

and send you login information for the

is ideal for Canadian-designated

a Canadian law firm, or is enrolled

in the scheduled online discussion, and

In-Depth Learning Management System

accountants, lawyers and other

in a bar admissions course to be

completed and submitted the solutions for

(LMS) where all course materials and

progressive professionals who focus their

admitted to their first Canadian Bar or

all the assigned problems before attending

information will be posted as they become

work on Canadian income tax matters.

LawSociety

your first in-person session.

available.

All applicants must attest that they

are employed full-time, spend at least
50% of their time working on Canadian
income tax matters, and meet one of the
following criteria:
A CPA or a lawyer called to a

For complete course policies and other

A university graduate who is working

in a tax group of an organization

Group Study 1

information, visit:

where there is sufficient mentoring

Each Group Study 1 Lesson consists

cpd.cica.ca/incometax.cfm

from other tax professionals and

of three components: elearning, online

where In-Depth will complement their

discussion and an in-person group session.

on-the-job training

After the last ORC session, you can begin

working on Group Study1, Lesson1. The

CanadianBar

materials will be available on the In-Depth

An articling CPA student who has

LMS in late October2016.

written final exams, is in the process

of fulfilling their work experience

If you are unclear about your

Assigned Groups

requirements and will be admitted to

eligibility under this criteria,

the profession in futureyears

please contact Marisa Mendes,

CPA Canada will assign you to a group

Coordinator, Tax Education at:

[email protected]
or 416-204-3400 x3626.

based on your location and weekday

evening preference. Please note that
the assignment of specific evenings will
depend on the number of students in
a location, the preferred evening of the
majority and the necessity to maintain an
appropriate mix of students in eachgroup.
CPA Canada will confirm your final group
allocation in mid-October 2016.

Registration for Year 1 of the

In-Depth Tax Course opens
July 6, 2016 and closes on
August 31, 2016.
Online registration will be
accessible from:
cpacanada.ca/InDepthTax

17

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In-Depth Tax Course

In-Depth Tax Course

ORC Dates and Locations

Contact CPA Canada for

Additional Information

September 29-30, 2016

Hyatt Regency Montreal

For general information regarding

October 5-6, 2016

International Plaza, Toronto Airport

In-Depth, please call Marisa Mendes,

October 6-7, 2016

The Westin Bayshore, Vancouver

[email protected] or

Coordinator, Tax Education at:

416-204-3400 x3626

October 19-20, 2016

Allstream Centre, Downtown Toronto
October 24-25, 2016
Sheraton Suites Calgary Eau Claire

Cancellation Policy
Registration deadline for 2016
students entering In-Depth is
August31, 2016
Cancellation requests must be
received in writing by CPACanada
Refunds, less a $300 (plus applicable
taxes) administrative fee will be issued

Or, visit our website:

on written cancellation requests

cpacanada.ca/InDepthTax

received up to September30,2016,
for Group Study1, and up to 15days
prior to the commencement of
the Orientation, Research and
CommunicationsCourse
No refunds will be issued after
thesetimes

TUITION INVESTMENT*

COURSE REGISTRATION COMPONENTS

July 6, 2016 to
August 31, 2016

Early February 2017

to early April 2017

Mid-February 2018 to
early April 2018

Early March 2019 to

lateApril 2019

VERIFIABLE
CPD HOURS

For students entering

the program in 2016
(please note: fees
subject to change)

Orientation, Research
and Communications
(Fall Course)

14 hours

$1,195 plus
applicabletaxes

Group Study 1
(Fall/Spring Course)

130 hours

$2,295 plus
applicabletaxes

In-Residence 1
(Summer/Fall Course)

33 hours

$4,695 plus
applicabletaxes

Group Study 2
(Fall/Spring Course)

125 hours

In-Residence 2
(Summer/Fall Course)

33 hours

Year 3 Project
(Summer/Winter
Project)

30 hours

Group Study 3
(Fall/Spring Course)

125 hours

In-Residence 3
(Summer/Fall Course)

33 hours

NOTE: Additional in-residence rate and facility fee apply

$4,695 plus
applicabletaxes

$2,400 plus
applicabletaxes

19

In-Depth Tax Course

277 WELLINGTON STREET WEST

TORONTO, ON CANADA M5V 3H2
T. 416 977.3222 F. 416 977.8585
WWW.CPACANADA.CA