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Advanced Tax Planning and Compliance

Applications are open year-round. Tell us where the company is and what it needs, and we’ll tell you whether we’re the right people to help.

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Track

Accounting and Finance

Format

In person, 889 Harbourside Drive

Length

Six modules

Taught by

Aragon's accountants

About the course

Tax is one of the few areas of running a company where the decisions that matter most are made long before anything is filed. By the time a return is due, the structure is set, the year has happened, and the options have narrowed to how you report it. The more you understand about how structure, timing and claims interact, the better positioned you are to make those decisions while they are still open.

This program is taught by the accountants who do this work for the Aragon portfolio every month, in a regulatory environment where what worked three years ago often no longer applies. You will work through corporate structure, claims and credits, compensation, sales tax and cross-border exposure, and what a CRA reviewer is actually looking for, using real filings rather than textbook examples.

It is built for founders and finance leads past their first fiscal year, and for accounting professionals who want to advise on tax strategy rather than only prepare returns.

What Participants Will Learn

  • Corporate structure decisions that set the tax position
  • Claims and credits that hold up under review
  • Compensation and timing strategy
  • Audit readiness

Course Outline

Module 1: The Canadian Tax Landscape

  • What has changed recently and what it means at your size
  • The filings a corporation is responsible for through the year


Module 2: Corporate Tax Strategy

  • Holding companies, associated corporations and the small business deduction
  • Where income sits and why it matters

 

Module 3: Claims, Credits and Timing

  • SR&ED: what qualifies and what documentation survives a review
  • Timing income and expenses across fiscal years

 

Module 4: Compensation

  • Salary against dividends
  • Options and shares, and the tax consequence of each

 

Module 5: Sales Tax and Cross-Border

  • GST/HST and PST registration, filing and common errors
  • What changes when the first US customer signs

 

Module 6: Audit Readiness and Case Studies

  • What a CRA review actually looks for
  • Working through real filings from the portfolio

Who it is for

Founders and finance leads past their first fiscal year, and accounting professionals who want to advise on tax strategy rather than only prepare returns.

Founders in the Aragon portfolio take these courses as part of the work we already do with them. Courses are also open to founders and professionals outside the portfolio.

Bring your own filings. The sessions work through real numbers, and the more of yours you bring, the more useful the six modules are.