New Credentials for CE Savvy Summit Students!

Knowledge Bureau is pleased to introduce a new Diploma in Advanced Family Tax Compliance.  This comprehensive program is ideal for experienced tax accountants and wealth advisors who require updating in the latest  tax and economic changes from Finance Canada and CRA in order to help clients meet tax filing compliance requirements and family wealth planning objectives.  The program comprises of four online courses, 5 chapters each, and 4 virtual CE Summit events.

The Curriculum.  The Diploma in Advanced Family Tax Compliance program covers four key subject areas focused on managing wealth erosion due to new and complex tax law:

• CRA Audit Defence - September
  • Update on latest legislative changes for investors and business owners including new rules for the taxation of household income and assets arising out of the April 16 federal budget and subsequent draft legislation
  • Rules around Tax Obligations and Appeal Options
  • Case studies relating to capital gains, real estate and intergenerational business transfers
  • The UHT and newly revised Bare Trust Filing Requirements
  • Inter-tax Audit potential:GST/HST, Payroll, Corporate and Personal Tax Cross-overs

CE Savvy Summit Date is September 18; Online Course Completion Date is December 15.

Check out the detailed online agenda for this live event on September 15!

• Year End Tax Planning - November
  • Fall Economic Update and new legislation
  • New Definitions for Tax Planning
  • Building Wealth with Registered investments:RRSP, TFSA, FHSA,RESP, RDSP, RPP, IPP
  • Managing Tax Outcomes:Non-Registered Portfolios
  • Wealth Diversification:Real Estate and Business Assets
  • Wealth Preservation: Tax Loss Harvesting and Philanthropy
  • Wealth Transfers:Within the Family and the Community

CE Savvy Summit Date is November 6; Online Course Completion Date is February 15.

• Advanced T1 Tax Update - January
  • What’s New in Filing the 2024 T1 Return
  • Line-by-Line Tax Update
  • Tax Change in Common Tax Profiles:Individuals, Families, Employees, Seniors
  • Focus on Capital Gains Calculations for 2024
  • Filing for Proprietorships with a Focus on Capital Cost Allowance Claims
  • Tax Changes for Real Estate Owners
  • Lifecycle Transitions:Births, Deaths, Marriage, Divorce, Disability, Death of a Taxpayer

CE Savvy Summit Date is January 15);  Alternative In Perso) Dates are January 14 in Winnipeg, January 16 in Toronto, January 17 in Calgary, January 18 in Vancouver.

Online Course Completion Date is April 15.

• Retirement and Estate Planning - May
  • Spring Federal and Provincial Budget Update
  • Retirement Planning for Individuals – Public Pensions Update
  • Retirement Planning for Investors – Maximizing the Power of the Family Net Worth Statement
  • Planning for Disability and Wealth Transfers at Death
  • Insurance Planning
  • T3 Trust Bootcamp

CE Savvy Summit Date is May 21;  Online Course Completion Date is August 15.

The new Diploma is earned when students enrol to participate in full program, which includes 4 CE Savvy Summit events taken concurrently and complete the accompanying online courses provided. The program provides critical technical studies for T1, T2 and T3 return filings, and covers other taxation filing requirements including UHT, payroll and GST/HST obligations.  Professional tax accounting and financial advisors whose clients are facing increasing tax filing requirements and with that, audit risk, especially  with recent changes for capital gains dispositions, rental property ownership and family business succession, will benefit

Each quarter, students will participate in one online course and have three months to complete it, as described above.  Attendance at the Virtual CE Summit held in each quarter is also required to embellish on learning and receive full participation marks.  The starting month will determine the concurrent study line (example, students who start in September will be finished the program with the Retirement and Estate Planning course).

Our most popular program – the Advanced T1 Tax Update – is a must attend for all individuals in the office who work with clients during tax season 2025, including new and returning seasonal staff members.

Register here!

Mark Your Calendar: The schedule is as follows:

•  The Audit Defence Course for Investors and Business Owners (September 18, 2024)
• The Year End Tax Planning Course for Investors and Business (November 6, 2024)
• The Advanced Personal Tax Update Course (January 15, 2025)
• The Advanced Retirement and Estate Planning Course (May 21, 2025)

Students have a maximum of three months after each event to complete the online courses and will earn 60 CE Credits. Registration is required by September 15.  A $100 early registration reduction is possible off the program fees of $1560.

VIP Certificate Holders receive an extra $100 off; VIP Designates an extra $200 off until September 15.

For those who wish to attend the CE Savvy Summits on an individual basis, this is possible however the Diploma is only issued on completion of all 4 events/courses. 

Call to enrol in either option:  1-866-953-4769 or email learn@knowledgebureau.com.