Advanced Tax Update, Lite: Convenient Online Tax Training

Did you miss the January 17 Virtual CE Summit? Now available, the Advanced T1 Tax Update for 2023 Returns, Lite version! Tax season is coming up fast, and this is the tax season solution your team needs! Contact your friendly registrar Carol Scott

“We are weathering through the most significant economic shock in a decade; with levels of uncertainty that are unprecedented,” says Evelyn Jacks. “Tax and financial decisions for new life events must align with grim economic triggers – high inflation, high interest rates, high taxes, and significant labor market changes. Those challenges are new; it makes sense that tax and financial plans must be different, too.”

Adapting to these realities begins with finding the right professionals, with up-to-date credentials. That’s challenging for most people, says Jacks, but it’s a foundational investment for 2024. “Look for an Advisor for Your Future - someone with deep and broad knowledge who can help assemble a team of specialists – a tax, financial and legal assistance. These advisors must align in helping you set and execute on new short- and long-term financial goals.” she says.

They should also challenge you to do three things: stick to your plans, look for tax advantages and maximize tax efficient investments. The goal is to increase after-tax cash flow, manage debt and manage audit surprises from the CRA. Jacks adds that finding new money in 2024 is all about your tax advantages as an economic unit.

The Advanced 2024 T1 Tax Update for 2023 Returns Course

Course Content

Introduction

• Your Course Guide
• Appendices

2024 ADVANCED T1 TAX UPDATE FOR 2023 RETURNS

• Course 1: What is New on the T1
• Course 2: Framework for Family Filing and Planning
• Course 3: Changes to Tax Theory
• Course 4: Unique Taxfiler Profiles
• Course 5: Family Filing
• Course 6: Simple Employment Profiles
• Course 7: More Complex Employment Profiles
• Course 8: Investor Profiles
• Course 9: Principal Residences
• Course 10: Senior Profiles
• Course 11: The Self Employed

Here’s What Our Students Say About the Advanced 2024 T1 Tax Update for 2023 Returns:

“Knowledge Bureau is such a great way of staying on top of any CRA changes or taxation changes each year. I love the virtual sessions as it saves me so much on travel costs. A lot of great tax planning tips and topics and have a deeper conversation with our clients.” - Bert Nieuwenhuis, ON

“The information provided is great! Included highlights of the major changes in 2023 as promised. So much information to take in, the Knowledge Journal will be very helpful for more details. The presenters were very knowledgeable. I have enjoyed my training experiences with KB and the resources that are included have been essential to my learning. It’s an accredited learning institution with really good customer service.” - Pauly Sais, YT

“Really enjoy the condensed update offered with this type of training. Provides a good way to see what is new and what to focus on for the upcoming tax season. Very comprehensive coverage of tax changes! Lots of additional information covered in the appendices.”

• Maryke Leonard-Troskie, BC