Join us at DAW: Transition Planning, a Focus on a Federal Budget Update, Trust & Estate Planning

The government’s financial results will be released for the first quarter of the year no later than May 29, 2015, just in time for Canada’s most comprehensive 2015 tax and wealth planning workshop, featuring five top experts in the area of transition planning.

In this must attend one-day event for tax and wealth advisors, participants will learn to answer questions on the most recent personal, corporate and trust tax changes that affect intergenerational wealth creation and transition.

Focusing on a comprehensive federal budget update, trust and estate planning, the upcoming June Distinguished Advisor Workshop (DAW) can assist in helping families plan for intergenerational wealth creation and transition.

This cutting edge workshop, with all new material will not only dive into detailed provisions of the April 21 Federal Budget and the comprehensive personal and corporate planning changes that affect tax and wealth advisors, but also your clients’ questions about the real tax cost of the new three-year testamentary trust changes starting in 2016 with Knowledge Bureau’s new Trust Tax Estimator. Join us with some of Canada's most illustrious speakers for the most in depth personal, trust and wealth workshops you will attend all year.

“I am delighted to welcome such an outstanding calibre of speakers to join me as we travel from Winnipeg to Calgary, Vancouver and Toronto to discuss this hot topic for all Canadians,” says Evelyn Jacks, President of Knowledge Bureau.  “We will also be featuring a case study approach to retirement estate planning featuring a brand new tax planning calculator we have developed:  the Knowledge Bureau Trust Tax Planner.”

Joining us in all four cities is one of Canada's top 50 financial advisors, David Christianson. David has been a practicing financial planner and life advisor since 1982, specializing in helping clients identify and reach their financial and life goals, and then helping them manage all of their financial affairs.  David leads the Christianson Wealth Advisors and is a Vice President of National Bank Financial, building on a long career as a fee-for-service planner, advisor and investment counsel.

Joining us in Toronto is James Bell. James Bell is Director, Tax Solutions at Tax Solutions Canada, a member of Farber Financial Group, our Distinguished Sponsor in Toronto. The practice provides mid-market business owners and stakeholders with options when considering adding or extracting wealth from their businesses.

“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,” said Eric Klein, Partner & Managing Director, Corporate Finance, Transactions & Valuations, Farber Financial Group.  Eric will also be a featured speaker at the Distinguished Advisor Conference, November 8 to 11.

Prior to joining Farber Financial Group and launching Tax Solutions Canada in 2013, James worked at the Canada Revenue Agency (CRA) in a variety of progressively senior roles.  With more than 22 years of experience in a diverse range of departments within the CRA, James’ knowledge of the CRA’s policies and procedures is invaluable, allowing for the most effective strategies to be applied to a wide variety of situations such as debt repayment problems, removal of garnishees, the management of audits, objections, taxpayer relief applications and voluntary disclosures.  His insights will be invaluable to attendees.

Also joining us in Toronto is Elise M. Pulver, LL.B.  Elise is a partner and member of Aird & Berlis LLP’s Tax Group, Estates & Trusts Group and Wealth Management & Succession Planning Team.  Her practice focuses on estate, tax and succession planning, including cross-border planning, wills, trusts, estate administration and related areas of tax law. Elise advises individuals and owner-managed businesses with strategies to reduce personal and corporate income tax and estate administration tax. Her practice includes planning for both high net worth families and successful private companies, as well as advising the "next generation" as part of succession planning for businesses.

In Vancouver we’re joined by Greer Jacks, LL.B.  of Crease Harman LLP. Greer was born and raised in Victoria and following his undergraduate studies at the University of Victoria, Greer attended law school in the United Kingdom at The City Law School, City University London. During his time in London, Greer was able to gain experience in the legal field by working at Holman Fenwick Willan, a large international firm.  Greer has been a published author in the income tax field since 2011 and is the Jurisprudence Tax expert for Knowledge Bureau Report.

Evelyn Jacks will begin the day focused on a comprehensive economic and tax overview which all advisors need to know to help their clients reduce taxes in 2015, 2016 and beyond. Evelyn has been named one of the Top 25 Women of Influence in Canada and has written 51 books.

For a close look at the agenda, click here.  Tax deductible tuition fees include cutting edge instruction from Knowledge Bureau’s Faculty of industry experts, pre-reading in EverGreen Explanatory Notes, a comprehensive Knowledge Journal, and morning pastries, lunch, coffee and snacks.  Attendees can earn up to 10 CE/CPD credits.

To register online for the June DAW, Transition Planning: Comprehensive Federal Budget Update, Trust & Estate Planning, click here.  Or call toll-free 1-866-953-4769 or email reception@knowledgebureau.com

Early registration ends May 31st.  Don’t miss this opportunity to gain the knowledge to distinguish yourself in a competitive market.

Toronto Sponsor: