{"product_id":"owner-manager-tax-estate-planning-in-canada-7-case-studies-with-worked-solutions-2026-edition","title":"Owner-Manager Tax \u0026 Estate Planning in Canada: 7 Case Studies with Worked Solutions (2026 Edition)","description":"\u003cp\u003e\u003cstrong\u003eSeven Canadian corporate owner-manager tax and estate planning case studies, each with a fully worked solution.\u003c\/strong\u003e Built for accountants who want to move from compliance to confident planning. Current to September 25, 2026.\u003c\/p\u003e\n\u003ch3\u003eWhy practitioners buy it\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eReal 2026 numbers:\u003c\/strong\u003e full federal and Ontario calculations, including the July 2026 Ontario small business rate cut and the 2027 dividend tax credit change.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWorked solutions, not just questions:\u003c\/strong\u003e every step shown, with the rule behind it.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eReviewer-level commentary:\u003c\/strong\u003e the traps and alternatives a senior would flag.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrimary sources:\u003c\/strong\u003e Income Tax Act sections and CRA references for every case.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eThe seven cases\u003c\/h3\u003e\n\u003col\u003e\n\u003cli\u003eSalary vs. dividend after the 2026 Ontario changes\u003c\/li\u003e\n\u003cli\u003eSetting the salary floor: CPP, RRSP room and CNIL\u003c\/li\u003e\n\u003cli\u003eTax on split income (TOSI) across a family\u003c\/li\u003e\n\u003cli\u003eThe passive income grind and the GRIP offset\u003c\/li\u003e\n\u003cli\u003eEstate freeze with a family trust\u003c\/li\u003e\n\u003cli\u003eDouble tax at death: 164(6) loss carryback vs. pipeline\u003c\/li\u003e\n\u003cli\u003eSalary vs. management fees: the real difference\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp\u003ePlus 2026 reference tables, an annual planning checklist and a source list.\u003c\/p\u003e\n\u003ch3\u003eWho it's for\u003c\/h3\u003e\n\u003cp\u003eAccountants and tax preparers moving into owner-manager planning, senior staff preparing for review roles, CPA candidates, and firm owners who need ready-made staff training.\u003c\/p\u003e\n\u003ch3\u003eDetails\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e26-page PDF, instant download\u003c\/li\u003e\n\u003cli\u003eCalculations use Ontario rates; the rules and concepts apply across Canada\u003c\/li\u003e\n\u003cli\u003eLicensed for personal use and internal training within your own firm\u003c\/li\u003e\n\u003cli\u003eWritten by BFC Tax Academy, the training arm of BFC Tax Accountants Inc., Barrie, Ontario\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cem\u003eEducational material for professionals, not tax advice. Confirm figures against primary sources before advising clients.\u003c\/em\u003e\u003c\/p\u003e","brand":"BFC Tax Academy","offers":[{"title":"Default Title","offer_id":50533643485349,"sku":"BFC-TA-V1-2026","price":69.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0785\/1805\/9173\/files\/BFC_Volume1_Product_Image.png?v=1790389377","url":"https:\/\/academy.bfc.tax\/products\/owner-manager-tax-estate-planning-in-canada-7-case-studies-with-worked-solutions-2026-edition","provider":"BFC Tax Academy","version":"1.0","type":"link"}