2024 Advanced Personal Tax Update

All the updated knowledge and resources a professional personal tax specialist needs plus expert instruction is what the Knowledge Bureau’s Advanced T1 Tax Update is about,  and it’s coming your way in one of three delivery choices:  a national virtual event on January 17, 2024 or two in-person events:  January 24 at the Pearson Convention Centre in Toronto or January 26 at the Sandman Airport Hotel in Calgary.  Registration is required by December 15 for receipt of all five components of this comprehensive experience including a hard copy desk top reference and Evergreen Explanatory Notes, which you’ll cherish throughout tax season:

All the updated knowledge and resources a professional personal tax specialist needs plus expert instruction is what the Knowledge Bureau’s Advanced T1 Tax Update is about.  Everything is included for this top tier Advanced T1 Tax Update, as described below. 

PART 1:  THE VIRTUAL CE SUMMIT & CE ACCREDITATION  – The Live/Virtual Event, occurs on January 17, 2024, and in person in Toronto on January 24 and in Calgary on January 26, featuring best-selling tax author Evelyn Jacks and special Guest Instructors with noted expertise in the Canadian tax industry.  Please see their short biographies attached.  The successful graduate of this virtual event is credited with 10 CE/CPD hours with Knowledge Bureau.  Third-party accreditors and professional organizations which provide CE Credits for this event include for accountants, CPA and for financial and insurance advisors ICM and AIC, FP Canada and MFDA. 

PART 2: THE CE SUMMIT ADVANCED T1 TAX UPDATE CERTIFICATE ONLINE COURSE – Completion of the accompanying online certificate course provides the successful graduate with 20 CE/CPD hours.  Bonus:  Completion of this online certificate course together with the virtual CE Event qualifies for a full course credit in the Knowledge Bureau DMA™ Personal Tax Services Designation Program. 

Online Course Completion Date Is May 6, 2024.

PART 3:  THE TAX TIP RESEARCH TOOLKIT.  All virtual resources including the online certificate course, Evergreen Explanatory Notes, Knowledge Bureau Discovery Calculators, recorded instructor presentations and Quizzes leading to the completion of the online certificate course are available for your use until completion date.   That means you’ll have up-to-date tax information at your fingertips throughout the tax season!

PART 4: YOUR COMPREHENSIVE LINE-BY-LINE DESKTOP REFERENCE.  All students who met the early registration deadline for this program will receive this highly coveted hard copy reference book, affectionally known as the Knowledge Bureau’s  “Tax Bible”.  Extra copies are $195 plus taxes.

FOR LATECOMERS.  Missed the January T1 Virtual or In-Person Tax Update Events? It’s not too late to take advantage of this comprehensive update and earn valuable CE Credits.  Enrol in the self study program, which includes all the resources above for the regular certificate course fee of $895.00.  Hard copy Knowledge Journal is extra at $195. All students will be able to download and listen to their instructors’ comprehensive PowerPoint presentations and participate in the full course lesson plans and quizzes.

DESIGNATE RELICENSING JUNE 30, 2024.  This program is ideal for Designates who need 15 CE Credits to meet Standards of Professional Conduct to relicense their designation marks.   Don’t forget to forward your attestation to Professional Conduct by June 30, 2024.

CLAIM YOUR TAX CREDITS.  Everything is included for a full professional training experience PLUS tuition fees qualify for a tuition fee credit (or training expense deduction).  Some students will qualify for the refundable Canada Training Credit (age and income restrictions apply and a T1 return must be filed for prior/current year). 

Register online now! Call us anytime for help at 1-866-953-4769.