CPA Ontario | Tax Immersion

Tax Immersion Program: Enhance your tax expertise with comprehensive knowledge.

Join Canada’s only immersive tax education for CPAs, featuring four custom and distinct programs that cover foundational tax knowledge, advanced topics, specific topics and specialized training for owner-managed structures. Whether you’re looking to build, deepen, or apply your tax expertise these programs combine tax primers, hands-on workshops, and annual updates to support your growth.

Choose from Part 1 (Personal & Corporate Tax), Part 2 (Income Tax & Specific Topics), Owner-Managed Structures (Tax & Accounting for Small Businesses) or Part 4 (Advanced) to become a tax expert while earning up to 80 PD hours. Take one course or all four at your own pace and in the order that works best for you.

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Part 1 Part 2 Owner-Managed Structures Part 4

Tax Immersion Program: Part 1

This multi week immersive program is designed to strengthen your understanding of personal and corporate tax through a blend of self-paced learning, live workshops, and annual tax updates. Ideal for CPAs looking to build or refresh their tax knowledge, Part 1 covers essential topics like income tax, capital transactions, and shareholder taxation—while offering 80 PD hours, with 4 ethics PD hours.

What You Learn

This program covers comprehensive tax topics, including:

Build a strong foundation in personal and corporate tax principles.
Essential topics like income tax fundamentals, corporate tax and personal tax issues.
The Canadian tax landscape with an Ontario focus.
Up-to-date tax rules and regulations.
Personal and corporate tax workshops.

How You Learn

Master tax through customizable modules and immersive learning styles:

Real-world case studies to ensure participants can apply advanced concepts in their professional practice
Virtual workshops led by Tax Subject Matter Experts
Assessments and assignments
Virtual group discussions
Online chat rooms

Tax Immersion Program: Part 2

This multi week program builds on your personal and corporate tax knowledge with comprehensive coverage of advanced personal and corporate tax topics, including specific areas such as commodity tax, real estate and estates and trusts. Designed for CPAs looking to elevate their expertise, it features virtual learning, case studies, and expert-led sessions. Participants earn up to 80 PD hours upon completion, with 4 ethics PD hours. Please note, Part 1 is not a prerequisite for Part 2.

What You Learn

This program covers comprehensive tax topics, including:

Advanced corporate tax planning strategies, including mergers, acquisitions and reorganizations.
Real estate tax considerations, from ownership structures to development and disposition.
Estate and trust planning, including succession strategies and compliance requirements.
In-depth analysis of complex tax issues such as commodity tax and intricate personal tax scenarios.

How You Learn

Master tax through customizable modules and immersive learning styles:

Real-world case studies to ensure participants can apply advanced concepts in their professional practice
Virtual workshops led by Tax Subject Matter Experts
Assessments and assignments
Virtual group discussions
Online chat rooms

Tax Immersion Program: Owner-Managed Structures

This 6-week program focuses on the full lifecycle of tax and accounting for owner-managed businesses from shareholder agreements and compliance to compensation planning and corporate structuring. Designed to help you level up your tax knowledge and deliver comprehensive service to your small business clients, the program blends recorded sessions, live webinars, and real-world case studies. Participants earn up to 40 PD hours upon completion. Please note, Part 1 and Part 2 are not prerequisites.

What You Learn

This program covers comprehensive tax topics for practitioners including:

Corporate structures, shareholder agreements, and compilation engagements tailored to owner-managed businesses.
Hands-on experience with small business compliance, including bookkeeping using Excel, QBO, and Xero.
Preparation of T-slips, GST/HST filings, and corporate and individual tax returns.
Completion of Notice to Reader (NTR) engagements from start to finish.
Practical tax planning for compensation strategies and effective business structuring.

How You Learn

Master tax through customizable modules and immersive learning styles:

Case studies
Virtual workshops led by Tax Subject Matter Experts
Assessments and assignments
Virtual group discussions
Online chat rooms

Part 4: Advanced

This advanced certification is built for experienced CPAs ready to research, advise, and execute complex tax transactions with confidence. Part 4 focuses on how tax work is performed in practice—combining legislation, jurisprudence, professional judgment, and transaction execution.

Designed for practitioners who have completed—or possess equivalent knowledge to—Tax Immersion Part 1, Part 2, and/or Owner‑Managed Structures, this program prepares you to handle advanced files independently and at a senior advisory level. Participants earn up to 70 PD hours upon completion.

What You Learn

This program is structured around three core pillars of real-world tax advisory work:

Research & Interpret Tax Law

Build a repeatable, professional tax research methodology
Interpret the Income Tax Act and Income Tax Regulations with confidence
Analyze CRA positions, rulings, interpretations, and folios
Apply relevant court decisions to real client scenarios

Execute Transactions Using Professional Memoranda

Draft step memoranda used to execute tax plans
Prepare written instructions to legal counsel
Review legal documents prior to transaction completion

Apply Technical Knowledge Through Practical Execution

Complete elections, forms, and filings tied to tax planning strategies
Work through realistic transaction scenarios using professional tax software
Move beyond theory to hands-on execution

How You Learn

This program emphasizes doing the work—not just understanding the rules:

Instructor-led sessions focused on practical execution
Small-group collaboration with experienced practitioners
Extensive, realistic case studies
Hands-on completion of elections, forms, and filings
Guided research and application of tax law in complex scenarios

Delivered through a blended format, combining expert instruction with collaborative, practice-based learning.

Become a tax expert

In-Depth Curriculum

Choose the tax learning path that fits your goals. CPA Ontario’s Tax Immersion offerings include four distinct programs: Part 1, Part 2, Owner-Managed Structures and Part 4. Take one or all four courses – at your own pace and in the order that works best for you.

In-Depth Curriculum

Earn a Digital Badge

Upon completion of this program, you’ll receive a digital badge in recognition of your hard work and earned expertise. This badge can be added to your website, social profiles, email signature and more.

Earn a Digital Badge

Expand Your Network

Become a part of CPA Ontario’s Tax Community, a formal network of professionals from varying roles and backgrounds invested in the Canadian tax landscape. Program includes in-person networking and further tax updates and education.

Expand Your Network

Who will benefit?

This program is built for CPAs in industry or firms. It is also useful for tax practitioners who are advising clients or tax specialists in Industry who are supporting their organization in internal tax roles.

Not sure what program is right for you? Connect with our PD advisor to learn more and have all your questions answered.

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Cost & Timing


Part 1	September 28, 2026	September 29, 2026 - December 31, 2026	Virtual	$7,500	$5,625 until Sept 30
Part 2	September 29, 2026	September 30, 2026 - December 31, 2026	Virtual	$7,500	$5,625 until Sept 30
Owner-Managed Structures	October 27, 2026	October 28, 2026 - December 8, 2026	Virtual	$5000	$4,250 until Sept 30
Part 4	October 29, 2026	October 30, 2026 - January 14, 2027	Virtual	$8,500.00	$6,375 until Sept 30

Group Discount: contact [email protected] to learn about our group rates.

Financial assistance

Learn more about Executive Education Funding in Canada.

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Speakers

Alex Garber, CPA, CA, MTax

Alex is an independent tax advisor in the Greater Toronto Area. He is an adjunct professor at the Schulich School of Business at York University, where he has won multiple awards for outstanding teaching. Alex is a frequent speaker at various conferences and training sessions on the topic of income taxation in Canada.

Haroon Khan, CPA, CA

Haroon is an experienced tax professional, having served over 14 years at the world’s leading accounting firms, including the Big 4, as Senior Tax Manager and Tax Partner. He develops and trains fellow tax professionals, and is a lecturer at the Schulich School of Business, teaching both MBA and BBA students.

Gregory M. Sawatsky MAcc, CPA, CA

Gregory earned his Honours Bachelor of Accounting from Brock University in 2000, graduating with three academic awards. He received his CA designation in 2001 and completed his Master of Accountancy with a specialization in Taxation later that year. Gregory became a manager in 2002 and was admitted to partnership in 2007. He has also completed the CICA In-Depth Tax and GST courses.