Knowledge Bureau Education Days

Sharpen Your Skills, Meet Expert instructors and Network with Peers
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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%!

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

Early Registration Ends May 15th, 2019
Post Budget Action Strategies: Issues in Holistic Tax Filing
and Wealth Planning with Millennials and Boomers
 

 

 




 

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

 
Venues
May 28 Winnipeg Manitoba Club, 194 Broadway, Winnipeg, MB R3C 0R
May 29 Calgary Calgary Marriott Courtyard Airport, 2500 48th Ave NE. Calgary T3J 4V8
May 30 Vancouver Sandman Vancouver City Centre ,180 West Georgia St.  Vancouver, BC
June 4 Toronto Pearson Convention Centre, 2638 Steeles Ave East, Brampton, ON

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Early Registration Ends October 15th, 2019

Year-End Planning:
Focus on Family Business and Retirement Income Planning
 
Learn the details behind the Fall Economic Report and how new tax changes and 2020 economic forecasts with Canadian tax expert Evelyn Jacks, who will prepare you for tax season 2020 and the tax planning you need to do before year end with individuals, families and boomers who want to keep more of their income now and the value of capital in retirement.  Then shore up your knowledge on corporate owner-manager compensation planning and the new passive investment income rules with family business tax expert Larry Frostiak, who will also cover retirement and succession planning in light of new tax rules for private corporations.  Finally retirement planning author and portfolio manager, Doug Nelson will discuss the latest issues in retirement income planning.
 
Venues
November 4 Winnipeg Manitoba Club, 194 Broadway, Winnipeg, MB R3C 0R
November 5 Toronto Pearson Convention Centre, 2638 Steeles Ave East, Brampton, ON
November 6 Calgary Calgary Marriott Courtyard Airport, 2500 48th Ave NE. Calgary T3J 4V8
November 7 Vancouver Sandman Vancouver City Centre, 180 West Georgia St.  Vancouver, BC

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Early Registration Ends January 10, 2020

Canada's Most Comprehensive
Advanced Personal Tax Update

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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.

 
Venues
January 16, 2020 Winnipeg Manitoba Club, 194 Broadway, Winnipeg, MB R3C 0R
January 20, 2020 Toronto Pearson Convention Centre, 2638 Steeles Ave East, Brampton, ON
January 21, 2020 Ottawa Rideau Club, 99 Bank St, Ottawa, ON K1P 1H4
January 22, 2020 Calgary Calgary Marriott Courtyard Airport, 2500 48th Ave NE. Calgary T3J 4V8
January 23, 2020 Edmonton Holiday Inn Conference Centre. 4485 Gateway Boulevard, Edmonton, AB T6H 5C3
January 24, 2020 Vancouver Sandman Vancouver City Centre, 180 West Georgia St.  Vancouver, BC

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What's Included:

Pre-Session: Reading in EverGreen Explanatory Notes Comprehensive Knowledge Journal
In-Session: Cutting-Edge Instruction from Industry Experts Great Food & Networking Opportunities
Post-Session: Special Tuition Fees for Online Studies Valuable Prizes and Surprises!