Former CRA Veteran Keynotes at DAW Toronto

There are three certainties in life – death, taxes and change.  So, dealing with the Canada Revenue Agency (CRA) can prove a stressful interaction for both taxpayers and their advisors.  

But it doesn’t have to be that way, with a deeper understanding of the CRA audit process for various client profiles. That’s why, for our June 22nd Distinguished Advisor Workshop in Toronto, we’ve enlisted the in-depth knowledge and experience of James Bell, Director at Tax Solutions Canada, which is part of Farber Financial Group, our session sponsor.  As a 22-year veteran of CRA, a veteran of roles in Audit, Investigations, Enforcement and Appeals, James is uniquely positioned to offer the insight advisors need to help clients be more successful when audited.

James will offer tax tips, traps and pitfalls when dealing with CRA, especially for the emerging demographic bubble that includes the estate planning for boomers.  James’ knowledge of the CRA’s policies, procedures and mindset allows for the most effective strategies to avoid debt repayment problems, removal of garnishees, the management of objections and appeals, taxpayer relief applications, and voluntary disclosures.  You’ll also learn how to avoid making key mistakes which could put you and your clients in the CRA’s “doghouse.”  It was this deep understanding of how daunting and intimidating the CRA process can be that led James and members of Farber Financial Group to launch Tax Solutions Canada in 2013.

Knowledge Bureau has been pleased to partner in its educational workshops with the outstanding professionals at Farber Financial Group.

“Farber specializes in a number of areas that are very complimentary to the work that tax and wealth advisors do and so provide an excellent source of knowledge, experience and referable services,” says Evelyn Jacks, President of Knowledge Bureau.  Farber Group partners agree there are significant synergies.  “Knowledge Bureau are leaders in financial education. Farber are financial and business advisors working actively in the marketplace. We believe there is a natural fit between our organizations as Farber brings its battle-tested solutions and market intelligence to a high caliber of wealth managers.”

Farber’s experienced professionals work with business owners and their advisors around strategic planning to navigate important business decisions and personal life changes.  With expertise identifying the value drivers, risk areas, and asset and liability exposures within a business, Farber Financial Group is a leader delivering customized financial advisory solutions that provide practical and responsive results.  By adding tax solutions to their services, Farber Financial Group provides the broad spectrum of expertise and knowledge required to help their clients set a course for success today while planning for tomorrow.  To learn more about Farber Financial Group, visit www.farberfinancial.com.

Interested in joining an illustrious group of speakers and engaged peers?  It’s not too late to register for one of our June workshops in Winnipeg (June 17th), Calgary (June 18th), Vancouver (June 19th) or Toronto (June 22nd).  Click here to see our detailed Agenda and to register.