In-Depth Tax Course

Canadas comprehensive tax curriculum that bridges

theory and practice, led by a distinguished faculty
of tax experts
2 In-Depth Tax Course 3

Contents
Message from
the Chair
Excellence in Tax Education..................................................................................................... 4

Course Highlights.......................................................................................................................... 5
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, The In-Depth Advantage........................................................................................................... 6
and regulatory and government agencies for the extensive
benefits that it has provided for over 35years. Rich in content, Your Three-Year Study Plan..................................................................................................... 7
the In-Depth Tax Course has a well-balanced educational
structure with a proven blend of learning methodologies Year 1 Student Schedule............................................................................................................. 8
including elearning, self-study ebooks, problems and case
studies, online discussions, lectures from leading authorities
Year 2 Student Schedule............................................................................................................ 10
and interactive small-group tutorials. The In-Depth Tax Course
continues to be Canadas leading and most comprehensive
Year 3 Student Schedule............................................................................................................ 11
on-the-job tax trainingprogram.

Locations............................................................................................................................................ 12

IAN SHERMAN, fcpa , fca Who Attends In-Depth?.............................................................................................................. 13

Tax Partner, EY
Ottawa, ON
Chair of the CPA Canada Income Tax Education Committee Faculty................................................................................................................................................. 13

Entrance Guidelines...................................................................................................................... 16

Registration Information............................................................................................................ 17
4 In-Depth Tax Course In-Depth Tax Course 5

Excellence in Tax Education Course Highlights

The In-Depth Tax Course is not only Accelerate your tax career In todays complex global economy, advisory firms, corporations and regulators are
a career accelerator but a truly all demanding a new kind of tax professionalone who can help their organization
Deepen your tax knowledge
transformative learning experience. develop strategic business goals, meet performance targets and stay competitive in the
In-Depth features an optimal balance Become a creative tax advisor marketplace.
of academic rigor and real-life business
application. Develop a lifelong network The In-Depth Tax Course will help you build a strong foundation of technical knowledge
of peers and experts and high demand skills in research, communication, interpretation and creative thinking.
Our three-year program uses a blended
Top features for students: Top features for employers:
learning methodology with the latest
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 2. Timely reports on your students
elearning modules and online
context-rich case studies. progress throughout the three-year
discussiongroups.
program.
2. Lecture and tutorial leader teams with
3. A unique educational setting that
extraordinary tax knowledge and a
accelerates the development of new
In my view, CPACanadas In-Depth Tax Course is an absolute must for any tax practitioner. wealth of businessexperience.
tax professionals.
It has allowed me to hone my technical skills in a number of areas of tax that I would never 3. The most current and
have otherwise been exposed to, and perhaps even more importantly, has given me the 4. Quick, out-of-the-gate value from
marketplace-ready curriculum in
opportunity to build my professional network and to reach out to other practitioners with your student in tax research, statutory
Canada, producing highly valued
different backgrounds and areas ofexpertise. interpretation and communication
professionals in the taxcommunity.
skills.
MARK DUMALSKI, cpa, ca
4. A valuable peer network from public
Senior Manager, Deloitte 5. A strong return on your investment
Ottawa, ON practice, industry and regulatory
with noticeable increases in
environments.
productivity. Each time your student
5. A library of comprehensive tax 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.
6 In-Depth Tax Course In-Depth Tax Course 7

The In-Depth Advantage Your Three-Year Study Plan

Current, relevant, practical tax training
Schedule Begins in October 2016
In-Depth provides the most comprehensive, practical and relevant tax training
The underlying philosophy of In-Depth is one of integrationan essential blend of
in Canada. It is the training ground of choice for Canadas professional accountants
ebook reference materials and elearning modules with assessments, social media
and other qualified business professionals who are serious about excelling in todays
interaction between students and Group Study Leaders, traditional classroom lectures,
complex tax environment.
context-rich case studies and exercises in facilitated small-group tutorial sessionswith
a strong link to on-the-job experience.
As CPA Canadas flagship tax training program, In-Depth comes with a reputation for
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
Student Schedule
well-equipped with the fundamental tax knowledge and skills they need to kickstart
a long and successful career. Integrating elearning, social media, classroom and small group tutorials

Year September/October 2016 Fall/Spring 201617 Summer/Fall 2017

I would recommend the In-Depth Tax Course to anyone who is interested in Orientation, Research Group Study 1 In-Residence 1
and Communications
becoming a tax practitioner or in advancing their career in the tax profession. elearning seven-day in-residence
Skills for Todays

1
classroom sessions
It provided me with the skills and knowledge I needed to further my career in TaxProfessional facilitated online
discussion forums small, facilitated group
becoming a trusted tax advisor and gave me the opportunity to expand my
workshops
two-day interactive facilitated in-person
network with other professionals from various practice areas. It has increased
classroom session group sessions
my awareness in identifying potential tax issues and new opportunities to
better serve my clients needs.
Year Fall/Spring 201718 Summer/Fall 2018
LING NGAN, CPA, CA
Manager, Tax, KPMG LLP Group Study 2 In-Residence 2

2
Edmonton, AB elearning s even-day in-residence classroom
sessions
facilitated online discussion forums
small, facilitated group workshops
facilitated in-person group sessions

Certificate of Achievement
Year Fall/Spring 201819 Summer/Fall 2019

Year 3 Project In-Residence 3

3
Group Study 3 s even-day in-residence classroom
Students who successfully complete the In-Depth Tax Course will receive a CPACanada sessions
elearning
Certificate of Achievement in Tax Education, which is a nationally recognized symbol of small, facilitated group workshops
facilitated online discussion forums
excellence in continuing education for tax practitioners.
8 In-Depth Tax Course
Year 1 Student Schedule
Orientation, Research
and Communications
Skills for Todays Tax
Professional (ORC)
October 2016
Presentations will be held in Toronto,
Calgary, Montreal and Vancouver.
ORC Snapshot
In-Depth Orientation (online modules)
A detailed framework for conducting
tax research
How to read and interpret the
Income Tax Act
Solving comprehensive case studies
and decoding tax puzzles
Group Study 1
Fall 2016 Spring 2017
Access to Group Study 1 elearning
modules, ebook self-study content, and
case studies will be available immediately
after ORC sessions have been completed.
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
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.
Theobjective of the sessions and
activities is to provide valuable continuity
in your learning between self-study,
elearning and in-person groupsessions.
Group Study 1 Snapshot
Ethics for the Tax Practitioner
Individual Taxation
Residency of an Individual
Emigration and Immigration
Employment Income
Taxable Benefits
Deferring Income Plans
Business and Property Taxation
Residency of a Corporation
Business Income for TaxPurposes
Income vs. Capital
Taxation of Professionals
Capital Gains
Adjusted Cost Base
CalculationRules
Principal Residence Designations
Change in Use Designations
Capital Gains Exemption
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
Elearning Social In-Person
Modules Media Sessions
On the Job Experience
In-Residence 1
Summer and Fall 2017
In-Residence 1 completes your first year
of In-Depth. Presentations will be held
regionally in British Columbia, Ontario
and Quebec.
In-Residence 1 includes 14 technical
lectures, two large-group comprehensive
case-study sessions and smaller,
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.
A major commitment is demanded from
each student at In-Residence1. Lectures
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.
In-Depth Tax Course 9
In-Residence 1 Snapshot
Revisiting Statutory Interpretation
and Case Law Analysis
Losses
Acquisition of Control Rules
Corporate TaxationThe Basics
Shareholder Taxation
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
Year 2 Student Schedule
Group Study 2
Fall 2017 Spring 2018
Access to Group Study 2 materials will
be available in the early fall of 2017.
In-person group sessions will begin in
October 2017.
Group Study 2 will consist of four
elearning lessons including self-
assessment 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
In-Residence 2
Summer and Fall 2018
In-Residence 2 sessions will be presented
regionally in British Columbia, Ontario
and Quebec. In-Residence2 includes
13 technical lectures, twolarge-group
comprehensive case-study sessions
and smaller, 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
yourorganization.
In-Residence 2 Snapshot
Principles and Objectives of
CorporateReorganizations
Business Combination Basics:
Amalgamations and Winding Up
Section 85 Rollovers
Section 86/51 Reorganizations
Capital Gains Stripping
Post Mortem Planning
Estate Freezes
International TaxationBasics
International TaxationInboundIssues
Cross-Border Financing
GAAR and Tax Avoidance
Year 3 Student Schedule
Year 3 Project
Summer 2018 and Winter 2019
In-Depth features a group project. This
project is a cumulative assignment that
you will complete in your final year of
In-Depth. The objectives of the project
are to demonstrate that you:
Understand the subject chosen
and its relevance to the course and
totaxation.
Can assess and analyze aspects
of the subject.
Can provide original insights,
observations and recommendations.
Can communicate findings in written
format in a professionalmanner.
Each project will be evaluated and
assessed and will contribute towards your
overall qualification for the Certificate of
Achievement at the end of In-Depth.
In-Depth Tax Course 11
Group Study 3
Fall 2018 Spring 2019
Access to Group Study 3 elearning
modules and ebook self-study content
will be available in October2018.
Group Study 3 will consist of six
elearning lessons including self-
assessment 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.
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
12 In-Depth Tax Course In-Depth Tax Course 13

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

3M Canada Company City of Calgary MNP LLP

In-Residence 3 ADP Canada
Air Canada
Summer and Fall 2019 Alberta Ministry of Finance
Algoma Steel Inc.
In-Residence 3 sessions will be presented American Express Canada Inc.
regionally in British Columbia, Ontario AT&T Enterprises Canada Co.
Atomic Energy of Canada Ltd.
and Quebec. In-Residence 3 includes
City of St. Johns
City of Winnipeg
Coca-Cola Bottling Company
Collins Barrow
Confederation Des Caisses
Populaires
ConocoPhillips Canada
Costco Wholesale Canada Ltd.
Miller Thomson LLP
Ministere des Finances
Molson Canada
Nortel Networks Limited
Office of the Auditor General
ofCanada
OMERS
Ontario Ministry of Finance

Locations
Baker & McKenzie LLP
14 technical lectures, two large-group Bank of Montreal Couzin-Taylor LLP Ontario Ministry of Revenue
Bayer Inc. Davies Ward Phillips & Osler, Hoskin & Harcourt LLP
comprehensive case study sessions VinebergLLP
BC Hydro Oxford Property Group Inc.
and smaller, facilitated group tutorials BDO Canada LLP
Deloitte Philips Electronics Ltd.
Department of Finance Canada Potash Corporation
where you will learn how to develop Bell Canada
Enbridge Inc.
Bennett Jones LLP Pratt & Whitney Canada
new approaches to solving complex tax Berger Belanger
Encana Corporation Corporation
EY LLP PricewaterhouseCoopers LLP
problems and capitalize on tax planning Bessnar, Gallay, Kreisman LLP
Orientation, Research and Best Buy Canada Ltd.
Federal Court of Appeal Raymond Chabot Grant
opportunities for your clients and Felesky Flynn LLP ThorntonLLP
Communications will be presented Blake, Cassels & Graydon LLP Research In Motion
yourorganization. Fraser Milner Casgrain LLP
Borden Ladner Gervais LLP
in a number of urban centres General Electric Canada Revenu Qubec
BP Canada Energy Company Rio Tinto Canada
General Mills Canada
acrossCanada. Bridgestone/Firestone Canada Inc. Rogers Communications Inc.
General Motors of Canada
In-Residence 3 Snapshot Brookfield Asset Management Inc.
George Weston Ltd. Royal Bank of Canada
Group Study Sessions are provided in Bull, Housser & Tupper LLP RSM Richter Chamberland LLP
Butterfly Reorganization Cadesky and Associates LLP
Giant Tiger Stores Limited
Schwartz Levitsky Feldman LLP
Business Takeover Planning over 20 locations across Canada. Cameco Corporation
Ginsberg Gluzman Fage &
LevitzLLP Scotia Bank Ltd.
Canada Broadcasting Corporation
Partnership Formation, Dissolution Grant Thornton LLP Shell Canada Limited
In-Residence Sessions will be Canada Revenue Agency Hudsons Bay Company Shoppers Drug Mart
and Reorganizations Canadian Pacific Railway Co.
presented in resort settings in Husky Oil Siemens Canada Limited
Debt Forgiveness Rules Canadian Tire Corporation Limited Hyundai Auto Canada SNC-Lavalin Group Inc.
BritishColumbia, Ontario and Quebec. Canwest Limited Partnership IBM Canada Ltd. Sobeys Inc.
Tax-Loss Planning Cassels Brock & Blackwell LLP
These centres have been chosen to J.D. Irving Limited Sun Life Financial
Foreign AffiliatesIntroduction Catalyst LLP Chartered J.S. Redpath Limited Tax Court of Canada
provide you with a functional and Accountants
Foreign Accrual Property Income KPMG LLP Thorsteinssons LLP
CCH Canadian Limited
relaxed setting away from your hectic Kraft Canada Inc. Tim Hortons Inc.
International Outbound Celestica
workplace, deadlines and personal Lafarge Canada Inc. Toronto Dominion Bank
CGI Information Systems and
TaxationIntroduction to Surplus Management Consultants Lang Michener LLP TSX Group
responsibilities. Its the optimal MacKay LLP University of Calgary
CHC Helicopter Corporation
learning environment. Chrysler Canada Inc. Mallette SENC University of Toronto
CIBC Manulife Financial Corporation Walmart Canada Corp.
Citibank Canada McCain Foods Limited Weyerhaeuser Company Limited
McCarthy Tetrault LLP
14 In-Depth Tax Course
Faculty
The faculty members of In-Depth bring a wealth of technical expertise and direct real-
world 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.
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.
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
RONNIE DE ZEN, cpa, ca is a partner
lecturer for the University of Calgary/Canadian
in the Tax Services practice of
Petroleum Tax Societys Introduction to Oil & Gas
PricewaterhouseCoopers LLP working
Taxation Course, a lecturer for the CPA In-Depth Tax
in the Vancouver office. He specializes
program, and Audit Committee Chair and Board of
in mergers and acquisitions, with a
Trustee for Bearspaw Christian School.
focus on Canadian domestic acquisitions,
divestitures and reorganizations as well as the
MARK KAPLAN, cpa, ca is a partner
income trust market. Ronnie has served a range of
with EYs International Tax/
clients in the growing public-private partnership
Transaction Advisory Services
industry, as well as the real estate and financial
Practice based in Toronto and
servicesindustries.
specializes in Canadian tax planning
for cross-border transactions and multinational
DAVID DOWNIE, cpa, ca is a partner
financing arrangements. Mark is a regular instructor
in the Financial Services Tax group in
for CPA Canadas In-Depth Tax Program. He has also
Toronto and specializes in
guest lectured for both Osgoode Hall Law Schools
international corporate tax. Davids
Graduate Program in Law and the University of
current practice focuses on serving
Western Ontarios Faculty of Law and is a frequent
large multinational clients in the financial services
presenter for the Tax Executives Institute.
sector in Toronto. David has 20 years of experience
in public accounting with the last eighteen years as a
RICK MCLEAN, cpa, ca is a partner in
member of KPMG Canadas International Corporate
the Mergers & Acquisitions Tax group
TaxGroup.
at KPMG LLP in Toronto. Rick
specializes in and has extensive
ANDREW FORBES, cpa, ca is a
experience in structuring mergers,
partner with KPMG LLP and has
acquisitions, divestitures and corporate
extensive experience dealing with
reorganizations including butterfly transactions.
complex income tax and tax
Rick advises both public and private companies on
accounting and reporting matters.
complex tax issues. Rick is a speaker and published
Andrew provides a range of tax services to large
author on corporate reorganizations and M&A tax
multinational and regional companies, including tax
issues.
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.
In-Depth Tax Course 15
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.
16 In-Depth Tax Course In-Depth Tax Course 17

Registration Information and Conditions

for the 2016 In-Depth Tax Course

Terms and Conditions Orientation, Research and Group Study Dates

Entrance Guidelines
The In-Depth Tax Course from Chartered
Professional Accountants of Canada
is ideal for Canadian-designated
accountants, lawyers and other
progressive professionals who focus their
work on Canadian income tax matters.
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
CanadianBar
An articling CPA student who has
written final exams, is in the process
of fulfilling their work experience
requirements and will be admitted to
the profession in futureyears
An articling Canadian law student,
who is in the process of articling with
a Canadian law firm, or is enrolled
in a bar admissions course to be
admitted to their first Canadian Bar or
LawSociety
A university graduate who is working
in a tax group of an organization
where there is sufficient mentoring
from other tax professionals and
where In-Depth will complement their
on-the-job training
If you are unclear about your
eligibility under this criteria,
please contact Marisa Mendes,
Coordinator, Tax Education at:
taxcourses@cpacanada.ca
or 416-204-3400 x3626.
Communications Course (ORC)
Applications for 2016 Orientation,
Research and Communications Course and
Group Study 1 will be accepted from July
6, 2016 to August 31, 2016.
Upon acceptance of your registration, CPA
Canada will confirm your participation
and send you login information for the
In-Depth Learning Management System
(LMS) where all course materials and
information will be posted as they become
available.
Group Study 1
Each Group Study 1 Lesson consists
of three components: elearning, online
discussion and an in-person group session.
After the last ORC session, you can begin
working on Group Study1, Lesson1. The
materials will be available on the In-Depth
LMS in late October2016.
Assigned Groups
CPA Canada will assign you to a group
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.
Your Group Study Leader will provide you
with a schedule of dates for the scheduled
online discussion sessions, as well as the
in-person group sessions.
The first in-person group session may
be held as early as late November 2016.
You are expected to have successfully
completed elearning Lesson 1, participated
in the scheduled online discussion, and
completed and submitted the solutions for
all the assigned problems before attending
your first in-person session.
For complete course policies and other
information, visit:
cpd.cica.ca/incometax.cfm
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

CPA Canada will confirm your final group

allocation in mid-October 2016.
18 In-Depth Tax Course In-Depth Tax Course 19

ORC Dates and Locations Contact CPA Canada for Cancellation Policy
September 29-30, 2016 Additional Information Registration deadline for 2016
Hyatt Regency Montreal students entering In-Depth is
For general information regarding
August31, 2016
October 5-6, 2016 In-Depth, please call Marisa Mendes,
International Plaza, Toronto Airport Cancellation requests must be
Coordinator, Tax Education at:
received in writing by CPACanada
October 6-7, 2016 taxcourses@cpacanada.ca or
Refunds, less a $300 (plus applicable
The Westin Bayshore, Vancouver 416-204-3400 x3626
taxes) administrative fee will be issued
October 19-20, 2016 on written cancellation requests
Or, visit our website:
Allstream Centre, Downtown Toronto
cpacanada.ca/InDepthTax received up to September30,2016,
October 24-25, 2016 for Group Study1, and up to 15days
Sheraton Suites Calgary Eau Claire prior to the commencement of
the Orientation, Research and
CommunicationsCourse
No refunds will be issued after
thesetimes
TUITION INVESTMENT*
For students entering
the program in 2016
VERIFIABLE (please note: fees
COURSE REGISTRATION COMPONENTS CPD HOURS subject to change)

July 6, 2016 to Orientation, Research 14 hours $1,195 plus

August 31, 2016 and Communications applicabletaxes
(Fall Course)

Group Study 1 130 hours $2,295 plus

(Fall/Spring Course) applicabletaxes

Early February 2017 In-Residence 1 33 hours $4,695 plus

to early April 2017 (Summer/Fall Course) applicabletaxes

Group Study 2 125 hours

(Fall/Spring Course)

Mid-February 2018 to In-Residence 2 33 hours $4,695 plus

early April 2018 (Summer/Fall Course) applicabletaxes

Year 3 Project 30 hours

(Summer/Winter
Project)
Group Study 3 125 hours
(Fall/Spring Course)

Early March 2019 to In-Residence 3 33 hours $2,400 plus

lateApril 2019 (Summer/Fall Course) applicabletaxes

NOTE: Additional in-residence rate and facility fee apply

In-Depth Tax Course

277 WELLINGTON STREET WEST

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