OUR WINTER 2018 CE SUMMITS SPONSORS:

 

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CE Summits

Get Ready for the Storm of Complexity

 

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Designed for the busy tax and financial professional, these one-day workshops are custom-designed to provide the most recent advanced updates from CRA, Finance Canada and Statistics Canada, and to provide strategies for applying new rules and interpretations to compliance and planning scenarios for clients using cutting-edge technology. CE Summits are delivered with three components: pre-reading, in-class session, and a post-session online course component at a special price, only for attendees. Participants will earn a beautiful certificate and 10 CE Credits.

Mark Your Calendar Now. Take All Three Workshops and Save 50%!
 

Sponsorship Information

 

 

May 29 to June 6, 2018 - Knowledge Bureau - CE Summits Tour - Spring Session.

Theme - Post Budget Action Strategies for Tax and Financial Advisors

These fast-paced and comprehensive workshops are designed for the busy tax and financial professional to provide the most recent advanced updates from CRA, Finance Canada, Statistics Canada and the IRS featuring noted speakers, writers and Master Instructors from Knowledge Bureau.

Included: a comprehensive reference desk manual to keep this cutting edge information at your fingertips!

“When the global economy and financial markets change, it’s critical to learn new strategies for investment and retirement income planning in light of the most recent federal budget. This workshop will provide the detailed provisions, analysis, and potential strategies to help you add more value sooner, to your client relationships,” says Evelyn Jacks, President of Knowledge Bureau and the host of the workshops. 

Register Online
May 29, 2018
 
  
Register Online
May 30, 2018
 
  
Register Online
May 31, 2018
 
  
Register Online
June 6, 2018
 

November 2 to November 7, 2018 – Knowledge Bureau – CE Summits Tour - Fall Session.

Theme – Year End Planning: For Investors and Small Business

with Evelyn Jacks and Expert Guest Instructors.  The first focus is on increasing value propositions with astute, tax-efficient planning for individuals and families in the 2018 tax year; the second, on the role of tax accountants and financial advisors in delivering better results as a team.  Earn 10 CE Credits from Knowledge Bureau.

Register Online
November 2, 2018
 
  
Register Online
November 5, 2018
 
  
Register Online
November 6, 2018
 
  
Register Online
November 7, 2018
 

January 17 to January 25, 2019 - Knowledge Bureau - CE Summits Tour - Winter Session.

Theme – Advanced 2019 Personal Tax Update

Join Canada’s most trusted tax experts with keynote Evelyn Jacks in this advanced Personal Tax Bootcamp for tax and financial advisors.  You and your team will be ready for the busy tax season with Knowledge Bureau’s famous line-by-line: Advanced Personal Tax Update theme, featuring the invaluable “Tax Bible”. . .a prized desk-top reference of over 300+ pages and hundreds of tips to have better conversations with your clients about their 2017 taxes.  The objective:  paying only the correct amount of tax, but no more.

Register Online
January 17,
2019
 
  
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January 21,
2019
 
  
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January 22,
2019
 
 
  
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January 23,
2019
 
  
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January 24,
2019
 
  
Register Online
January 25,
2019
 

 


                 

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