Join Kim Moody and Jay Goodis for a deep-dive into the strategies every owner-manager needs before December 31st — from integration to remuneration optimization.
Session starts in:
Registering multiple people? Volume discounts from 10% to 30% apply automatically at checkout.
75 minutes of teaching plus 15 minutes of live Q&A discussion.
The webinar recording will be available shortly following the live event.
Includes tax tables, worked examples, planning notes, technical references, and supporting resource materials.
A CPD certificate is available after successful quiz completion.
For owner-managers, year-end isn't just about closing the books — it's the most important window for tax planning. Between integration principles, passive income rules, remuneration decisions, and RDTOH strategy, the choices you make before December 31st can mean thousands of dollars in tax savings or costly missteps that follow you for years.
Kim Moody and Jay Goodis break it all down in plain language so you can act with confidence.
This session is designed for professionals, business owners, and decision-makers who want to understand how the rules interact, where the judgment calls sit, and how to turn technical tax issues into practical year-end planning decisions.
You run a CCPC and face year-end decisions on salary, dividends, RDTOH, and passive income every year. This session gives you the framework to make smarter calls.
CPAs and tax advisors will walk away with updated integration tables, AMT planning insights, and a refreshed RDTOH optimization toolkit for client conversations.
Advisors who work alongside owner-managed businesses will gain deeper fluency in how corporate tax decisions ripple into personal financial plans and estate strategy.
FCPA, FCA, TEP
One of Canada's most recognized tax voices, with senior leadership across Canada's tax community and regular national policy commentary.
CPA, CA · CEO, Tax Templates Inc.
Turns complex Canadian tax issues into clearer questions, better planning conversations, and optimized action steps for advisors and business owners.
Kim and Jay have a rare ability to make complex tax concepts genuinely approachable. This session saved my client thousands and gave me a clear framework I use every year-end.
CPA, Tax Practitioner
Ontario
Yes. Discounts range from 10% to 30% based on the number of people registered. The volume discount applies automatically at checkout as additional registrations are added.
You'll receive a confirmation email for your registration, along with a link to access the live session.
If you cannot attend live, the recording will be made available in your CTM account shortly after the session ends, so you can watch on demand.
Yes. The detailed slide deck and supporting materials will be posted shortly before the live session. When the recording is available, you'll be notified by email.
You will have access to the recording and course materials through your CTM account for one year. CTM members can access course materials while their membership is active.
Yes. A CPD certificate is available after successful quiz completion.
Yes. We will take questions during the live Q&A portion after the teaching session.
Yes. CTM members have access to live sessions, but you still need to register for each live session so we can confirm attendance and send access details. You can register yourself or up to 10 eligible CTM members using the live-session registration form.
Register hereRegister for this session individually, or join CTM for access to this session and the full member library.
Questions about this course?
A practical Canadian tax session on year-end planning for owner-managers, including integration, 2025/2026 tax rates, AMT, RDTOH, GRIP, AAII, the SBD grind, compensation planning, charitable giving, shareholder balances, and key year-end deadlines.
Registering multiple people? Volume discounts from 10% to 30% apply automatically at checkout.
75 minutes of teaching plus 15 minutes of live Q&A discussion.
The webinar recording will be available shortly following the live event.
Includes tax tables, worked examples, planning notes, technical references, and supporting resource materials.
A CPD certificate is available after successful quiz completion.
Should they bonus down, pay dividends, trigger gains, make a charitable donation, leave cash inside the corporation, or clean up shareholder balances before year-end?
The answer can change once you consider integration, RDTOH, GRIP, CDA, AMT, AAII, employer health tax, CPP, RRSP room, personal marginal rates, government benefit clawbacks, and corporate cash-flow needs.
This session works through those moving parts so the planning conversation is more practical, more numerical, and less dependent on generic salary-versus-dividend shortcuts.
See how CTM works through the issue before purchasing the full recorded session.
This session is designed for professionals, business owners, and decision-makers who want to understand how the rules interact, where the judgment calls sit, and how to turn technical tax issues into practical year-end planning decisions.
Understand how the moving pieces interact before recommending salary, dividends, capital gains, charitable giving, or corporate cash retention.
Turn complex tax mechanics into better client, shareholder, family, and business planning conversations.
Use the slide deck and supporting materials as a practical reference when applying the concepts to real planning decisions.
FCPA, FCA, TEP
One of Canada’s most recognized tax voices, with senior leadership across Canada’s tax community and regular national policy commentary.
CPA, CA · CEO, Tax Templates Inc.
Turns complex Canadian tax issues into clearer questions, better planning conversations, and optimized action steps for advisors and business owners.
CTM has completely changed how I keep up with tax changes. Jay and Kim cut through the noise and tell me exactly what matters for my clients.
Sarah McKenzie, CPA
Partner, Toronto
Yes. Discounts range from 10% to 30% based on the number of people registered. The volume discount applies automatically at checkout as additional registrations are added.
You’ll receive a confirmation email for your registration, along with a link to access the live session.
Yes. The detailed slide deck and supporting materials will be posted shortly before the live session. When the recording is available, you’ll be notified by email.
You will have access to the recording and course materials through your CTM account for one year. CTM members can access course materials while their membership is active.
Yes. A CPD certificate is available after successful quiz completion.
Yes. We will take questions during the live Q&A portion after the teaching session.
Register for this session individually, or join CTM for access to this session and the full member library.
Questions? Contact support
