Real Estate Accounting and Taxation Training Course

Subject Description

This tax training course not only enhances real estate agents' tax knowledge and practical skills but also strengthens their market competitiveness through professional certification. With well-designed course content, a top-notch instructor team, and comprehensive service support, this program is expected to become a highly attractive and valuable training opportunity.

Target Participants

• Active real estate agents seeking tax compliance and tax-saving strategies.

• New agents aiming to enhance professional skills and competitiveness.

• Real estate professionals interested in optimizing their finances through tax knowledge.

Course Features:

Real estate agent tax fundamentals: tax compliance, tax saving strategies, tax filing FAQs

Real estate tax case analysis: How to fill in T2125 and T776

Real estate tax focus:

• HST implication on buying and selling Airbnb properties

• Real Estate for non-resident

• Increase in capital gain inclusion rate and countermeasures

Learning Outcomes Expectation: Upon successful completion of this course the student will be able to:

• Income Reporting: Commission income, property sale proceeds

• Business Structures: Sole proprietorship, partnership, incorporation

• Self-Employment Tax Rate: Marginal tax rate for personal income in Ontario

Instructor Profiles

• Luke Lu: Tax advisor, over 10 years of experience in tax planning and consulting, well-versed in Canadian tax laws and regulations.

• Howard Hua: Tax advisor, a professional tax software trainer specializing in tax software applications and case-based teaching；

• Julie Zhu: Tax advisor, focuses on tax research in the real estate industry and has extensive experience in tax optimization for real estate agents.

No previous tax knowledge is required

Language: Mandarin

Training Course Schedule (1 Day, 6 Hours)

Time       Content  Instructor

• 09:00-09:30   Opening Remarks and Participant Introductions

• 09:30-11:30   Basics of Real Estate Taxation: Compliance and Tax Savings Strategies, Common Tax Filing Issues

• 11:30-12:00   Q&A Session

• 12:00-13:00   Lunch and Networking -

• 13:00-14:30   Practical Case Studies: Completing Real Cases Using Tax Software

• 14:30-15:30   Interpretation of Tax Policies Related to Real Estate: Updates and Adjustments to the Latest Tax Laws

• 15:30-16:00   Certificate Distribution

Note: The course request Windows 10 and above version Laptop for software

Course training Fee:

• $500/person, including software, printing, office space, snacks and beverage;

• All participants who complete the course and receive a certificate of completion can apply to the organizer, TaxPDF, for a reimbursement of the registration fee;

• Payment Method: Please EMT to Taxpdfund@gmail.com