2024 Budget Briefing

The recent changes to the capital gains inclusion rate in the Federal Budget will hit some people hard. There is a short time window to get up to speed and advise clients. Normally CPAs look to relax a bit in May and then it is a sprint to June 30 for corporate tax returns. This year it is going to be an all out dash as every significant client will want a consultation.

Join us for this focused, 90-minute session where we will discuss:

Understanding the full impact of the shift from a 1/2 to 2/3 inclusion rate for capital gains
Strategic considerations for realizing gains before the June 25, 2024 deadline
The impact on estate planning and the new AMT rules
Adjustments to capital dividend accounts and refundable taxes in corporate settings
Planning ideas to minimize the impact of the change
Other budget changes

Please note that this session will focus on tax implications rather than delve into broader economic or policy impacts, which are beyond the scope.

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Michael Cadesky

FCPA, FCA, FTIHK, CTA, TEP (Emeritus)

Managing Partner

Michael Cadesky is the managing partner at Cadesky Tax and a committed contributor to the tax and accounting professions since 1980, earning the title of Fellow from CPA Ontario. He is a past governor of the Canadian Tax Foundation, past chair of STEP Canada and STEP Worldwide, and past chair of the CPA Canada Tax Committee for Small and Medium-Sized Enterprises. Michael is also the co-author of 11 books on tax subjects and the author or co-author of numerous papers and articles on Canadian and international taxation.

Hugh Woolley

CPA, CA, TEP

Hugh Woolley is an independent tax consultant who has taught income tax for over 30 years for a number of different professional organizations. Hugh has written courses for CPA Canada and over 10 papers for the B.C. Tax Conference as well as papers for the CTF’s National Tax Conference and STEP Canada’s National Conference. From 1990–1992 he worked at the CRA’s Rulings Directorate in Ottawa writing “butterfly” tax rulings. Hugh is a past Governor of the Canadian Tax Foundation.

2024 Budget Briefing

Capital gains tax changes in the new Federal Budget will have a major impact. There is a short time window. Get up to speed immediately to advise clients on strategy. Don’t miss this session.

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Cadesky Tax is known for delivering the gold standard of tax training, attended by thousands of CPAs over the years.

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I have been attending Michael Cadesky’s tax seminars for general accounting practitioners with small to medium-sized clients, for over 30 years.

The knowledge and practical tax solutions that I have gained from Michael have been immeasurable and have contributed to the growth of my successful accounting practice.
It is the best tax training available to me. I sign up each year.

I have tried other programs. Nothing comes close.
The presentations are relevant. The material is easy to follow. Worked examples are excellent.

It is a great value. More of a course than a webinar.
The presenters are clear and know their subject material. Real-life examples allow me to relate to the issues.

They make complex issues understandable.
The presentations are engaging. Other courses often go over my head.