Cadesky Tax 2021 Tax Seminar Series


Session 1: Tax Update – September 14

  • Tax changes proposed in election platforms.
  • Status of federal budget proposals.
  • Are tax increases inevitable, what increases and when.
  • CRA audit of CEWS and non-CCPC plans.
  • Using capital gains exemption to take out corporate funds (new planning from legislative change and time limited opportunity). What you should consider.

Session 2: Passing on the Family Business – October 5

  • Election results and likely tax changes.
  • Succession of the family business, tax strategies and issues to consider.

Session 3: Employee Incentive Programs - October 19

  • Employee incentive programs, basic rules.
  • Creative approaches illustrated with five examples which improve the tax result.
  • US tax changes relevant to Canadian clients (personal and corporate tax rate increases, reduction in US estate tax exemption and rate increase, other possible changes).

Session 4: The Troublesome U.S. Beneficiary – November 2

  • Tax issues of a US person (US citizen or US resident) being a beneficiary.
  • Overview of US tax rules.
  • Tax planning ideas illustrated with four case studies.
  • Use of Canadian unlimited liability company (ULC) and check-the-box election.

Session 5: Owner-Manager Remuneration Update - November 16

  • Owner-manager remuneration review and planning.
  • Small business deduction, NERDTOH/ERDTOH, TOSI.
  • Creative approaches and cautions on aggressive planning.

Session 6: TOSI Refresher – November 30

  • TOSI refresher.
  • Overview of basic rules.
  • TOSI central resources and TOSI analysis program.
  • Update on new CRA positions.
  • Planning ideas.

Session 7: Mistakes in Estate Planning - December 7

  • Common mistakes in estate planning.
  • Non-tax issues such as choice of executor, family harmony, family law issues, validity of will, conflicts of interest.
  • Tax mistakes such as not redeeming shares in a freeze, insurance in the wrong place, ineffective estate freezes.

Session 8: The 21-Year Rule – December 17

  • The 21 year rule, how it works.
  • Planning ideas and strategies that don’t work.
  • Capital gain, good or bad and using pipeline planning.
  • Year-end tax planning in light of possible tax changes for 2022.

Note: We will add other topics as circumstances warrant (e.g. if there is a Federal Budget)


  • Virtual seminar series by Zoom
  • 8 Sessions, 75 minutes pre-recorded, 15 minutes live questions, 90 minutes each in all
  • Detailed slides with notes sent in advance
  • Focus on current topics of interest
  • Posted on website for later review
  • CPD accredited, certificate provided, 12 hours of verified CPD including 1.5 hours of ethics
  • Access to our Seminars Archive , Calculation Programs and TOSI Central
  • Zoom watch/listen mode
  • Questions by dedicated e-mail address
  • Access via laptop, tablet or mobile phone


Broadcast and live question date

Session 1 Tuesday, September 14, 2021
Session 2 Tuesday, October 5, 2021
Session 3 Tuesday, October 19, 2021
Session 4 Tuesday, November 2, 2021
Session 5 Tuesday, November 16, 2021
Session 6 Tuesday, November 30, 2021
Session 7 Tuesday, December 7, 2021
Session 8 Friday, December 17, 2021

All sessions run from 9:00 am to 10:30 am


$450 + HST per person
Registration fee includes:

  • 8 webinars and Q/A sessions
  • Slides and notes
  • Access to recordings of webinars
  • Access to our calculation programs, seminar archive and TOSI Central
  • Certificate for CPD


You can register online by filling this registration form. Please note that registration will not be processed until payment has been received.

Firm Name and Contact Number
Registrant Name(s)

Number of
Registration Fee x  $450.00  =
HST Registration #89208 0474RT HST (13%)

We accept the following methods of payment: (choose one)


Mail cheque to: Cadesky Tax
2225 Sheppard Avenue East, Suite 1001
Toronto, Ontario M2J 5C2

EFT transfer
Transit No: 010 or 0010 (depending on format requirements)
Institution No: 02632
Account No: 2501910
Credit Card
Payment Information
Card Number
Expiry Month
Expiry Year
CVV Code
Billing Information
First Name
Last Name
Postal Code
Country *(Canada Only)
Email Address (Transaction receipt will be sent to this address)

Please note – By registering, you agree to the Terms and Conditions of Registration. Materials are copyright protected and only for use of persons registered.

Questions can be addressed to or Terri Wood.