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%!
January 18 to January 26, 2018 - Knowledge Bureau - CE Summits Tour - Winter Session.
Theme – Advanced 2018 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.
*Note: Rideau Club - Men must wear jackets and collared shirts, no jeans please.
May 29 to June 6, 2018 - Knowledge Bureau - CE Summits Tour - Spring Session.
Theme - Post Budget Action Strategies for Tax and Financial Advisors
If you are working as a professional in the tax, bookkeeping or financial services, it is critical to know the upcoming federal budget changes and their effect on personal, corporate and cross border planning in 2018, 2019 and beyond..
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 host of the workshops.
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.
- Knowledge Bureau certification is recognized by most professional organizations and regulators for these purposes
- Workshops qualify for 10 CE/CPD credits and now qualify for credit towards the MFA designates and DFA-Tax or Bookkeeping Services Specialists Programs
- MFA designates and DFA-Tax or Bookkeeping Services Specialists may use these credits for the licensing of their certification marks. Everything is included.