Knowledge Bureau Excellence in Financial Education

Knowledge Bureau Education Days

Sharpen Your Skills, Meet Expert instructors and Network with Peers

Call toll-free 1-866-953-4769 for a personal consultation.

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%!

Click on the CE Summit title for workshop details. Click on the date or city for registration details.

Learn the details behind the March 19, 2019 federal budget provisions and how they affect investment, retirement and estate planning in 2019 and beyond with Canadian tax expert, Evelyn Jacks.  Next Dr. Dean Smith, a foremost cross-border expert will immerse you in an important basic primer on the differences between filing personal returns in Canada vs. the U.S. so you can gain the confidence you need to discuss your clients issues when moving to the U.S. or back for work, business or vacation.  Finally, long term care planning expert Karen Henderson will engage you in the continuity planning conversation, so critical to the financial well-being of your older clients and their families. Don't miss it!

Detailed Agenda

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Join Canadian tax expert Evelyn Jacks and special guest instructors from across Canada who will update date you on the latest personal tax changes on the tax forms and dig deep behind the lines so you can find every tax deduction and credit available to the families you do tax returns for.  Train your new seasonal and returning staff and save money by booking a whole table.  This popular event sells out every year so enrol early.

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