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Amalgamations and Wind-ups

This module explores the tax rules applicable to corporate amalgamations and wind-ups under sections 87 and 88 of the ITA. Participants will analyze the legal requirements for qualifying transactions, the continuity rules for tax attributes, and the treatment of assets and liabilities during a wind-up. Special attention is paid to the parent-subsidiary wind-up rules under subsection 88(1) and vertical/horizontal amalgamations. The module helps CPAs understand when and how to execute tax-deferred corporate combinations while minimizing exposure to double taxation.

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Course Overview

This module explores the tax rules applicable to corporate amalgamations and wind-ups under sections 87 and 88 of the ITA. Participants will analyze the legal requirements for qualifying transactions, the continuity rules for tax attributes, and the treatment of assets and liabilities during a wind-up. Special attention is paid to the parent-subsidiary wind-up rules under subsection 88(1) and vertical/horizontal amalgamations. The module helps CPAs understand when and how to execute tax-deferred corporate combinations while minimizing exposure to double taxation.

Course Curriculum

Comprehensive, structured learning path

Video Lessons
Resources
Assessments
Certificate

Course Curriculum

2 modules • 22 lessons • 3.7h total

Video Lessons
Assessments
Certificate

Module 1: Amalgamations and Wind-ups

20 lessons • 3h 20min
  • Video 11
    ~10 min
    Members Only
  • Video 20
    ~10 min
    Members Only
  • Video 19
    ~10 min
    Members Only
  • Video 18
    ~10 min
    Members Only
  • Video 17
    ~10 min
    Members Only
  • Video 16
    ~10 min
    Members Only
  • Video 15
    ~10 min
    Members Only
  • Video 14
    ~10 min
    Members Only
  • Video 13
    ~10 min
    Members Only
  • Video 12
    ~10 min
    Members Only
  • Video 1
    ~10 min
    Members Only
  • Video 10
    ~10 min
    Members Only
  • Video 9
    ~10 min
    Members Only
  • Video 8
    ~10 min
    Members Only
  • Video 7
    ~10 min
    Members Only
  • Video 6
    ~10 min
    Members Only
  • Video 5
    ~10 min
    Members Only
  • Video 4
    ~10 min
    Members Only
  • Video 3
    ~10 min
    Members Only
  • Video 2
    ~10 min
    Members Only

Module 2: Documents

2 lessons • 20 min
  • PDF
    ~10 min
    Members Only
  • Case Study
    ~10 min
    Members Only
Unlock all 2 modules with your membership View Plans
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Course Details

Duration
CE Credits
Level
Category
Accreditation
CPA Canada

Canadian Accountant Training Institute

Professional development for Canadian accountants since 2019

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