Software Sponsors:





Distinguished Advisor Workshops


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. Distinguished Advisor Workshops are delivered with three components: pre-reading, in-class session, and a post-session online course component at a special price, only for DAW attendees. Participants will earn a beautiful certificate and 10 CE Credits.


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

Register Now              Sponsorship Information




November 21 to November 29, 2017 – Knowledge Bureau – Distinguished Advisor Workshop Tour - Fall Session.

Theme – Year End Investment & Business Planning

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 2017 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 most accreditors and Knowledge Bureau.

Nov. 21, 2017
Nov. 22, 2017
Nov. 23, 2017
Nov. 24, 2017
Nov. 28, 2017
Nov. 29, 2017


January 18 to January 26, 2018 - Knowledge Bureau - Distinguished Advisor Workshop Tour - Winter Session.

Theme – 2018 Advanced 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.

Jan. 18, 2018
Jan. 22, 2018
Jan. 23, 2018
Jan. 24, 2018
Jan. 25, 2018
Jan. 26, 2018



See More