Audit Defence – Documenting the Client Experience

Consolidate your role as a trusted advocate and steward for your clients. Register by May 15 for early bird rates.

Knowledge is the key differentiator in building successful tax and wealth advisory practices. This one-day Audit Defence Bootcamp will help you work collaboratively with other pros and excel in your role as educator & advocate for high net worth clients, newcomers to Canada, and undisciplined investors and taxpayers who need to understand tax compliance in real time. . . because it can significantly erode wealth.

GET CUTTING-EDGE KNOWLEDGE

• Be ready for CRA's cross-auditing between your clients’ tax records and investment activities, address foreign asset verification issues, and understand the effect of budget changes to family trust law.
• Sail through fee transparency issues with better value propositions in advocating for your clients.
• Understand the nature of professional-client privilege.
• Better manage clients with incapacities, transferring assets, and family trust changes.

Your Speakers

Evelyn Jacks, President Knowledge Bureau	Alan Rowell, MFA, DFA-Tax Services Specialist The Accounting Place	John Poyser, LL.B., TEP Tradition Law LLP Estates and Trusts

Agenda At A Glance

• Opening Remarks: Federal and Provincial Budget Update
• Audit Defence: Pre and Post Assessment;
  Range of Appeals: Personal, Pension, Property, Business Audits
• Registration of Tax Preparer Program
• Recent Jurisprudence; Legal Perspectives in Tax Litigation
• Reportable Transactions; Professional-Client Privilege
• Documenting Family Life Events - Capacity to Incapacity
• Changes in Trust Law: What the Budget Did; Planning on a Go-Forward Basis; Family Cottages and Estate Freezes
• Jeopardy! For Distinguished Advisors
• Certification, Evaluation, Close

Click here to see detailed agenda.

Blended-Learning Opportunity

EARN UP TO 30 CE/CPD CREDITS

• 3.5 CE/CPD credits.
  Do pre-session reading in EverGreen Explanatory Notes
   
• 6.5 CE/CPD credits.
  Attend the workshop
  May 21 - Winnipeg, Manitoba Club
  May 22 - Calgary, Coast Plaza
  May 23 - Vancouver, Arbutus Club
  May 26 - Toronto, Mississauga Convention Centre
  June 3 - Halifax, Halifax Club
   
• OPTIONAL: 20 CE/CPD credits.
  Do post-workshop online assignments in
  Elements of Real Wealth Management course. Pay only $245 more (regular price $795).

Registration Fees

PER WORKSHOP – CHOOSE YOUR CITY

How to Register

Online: knowledgebureau.com/daw
Call Local: 204-953-4769
Toll-Free: 1-866-953-4769
Email: registrar@knowledgebureau.com