CE Savvy Summit: Advising Clients with Audit Defence in Mind

The system is just wrong!  Think of the problems your clients are having with CRA and their TFSA audits.  The TFSA contribution room on the MyAccount portal does not coincide with actual contributions, yet CRA is giving.  Another issue is the lack of use, improper use and/or set up of health spending accounts which are so important to small business owners.  How do you make sure that these plans are audit proof? Lastly, there are inheritance/crypto scams out there. . .are you talking to your clients about this?  Find out more in this informative Society of Real Wealth Managers Round Table hosted by Doug Buss,  CLU, CPCA, CFP, CEA, RWM™, FDFS™ at the September 18 Virtual CE Summit.

Check out the detailed online agenda as further information is added and be sure to register by September 15!

Agenda Highlights:

• Update on New Tax Provisions for 2024 and Beyond
• Tax Technology Update featuring TaxCycle
• New Trends in Tax and Audit Defence and Appeals
• Case Study: New Capital Gains Calculations
• Case Study: Personal Residence Dispositions
• Case Study: Intergenerational Business Rollovers
• The Wrap-Up (Society RWM™ Round Table): Advising Clients with Audit Defence in Mind

The CE Savvy Summits are comprised of a live virtual educational event plus a 5 chapter online course (take up to 3 months to finish).  Students graduate with a Certificate of Achievement from each Summit and earn CE Credits as follows: 15 CE Credits from KB, FP Canada, MFDA

Thank you to our sponsor, TaxCycle!

The Course: Audit Defence for Investors & Business Owners - Available September 16 for pre-reading.

• Update on New Tax Provisions for 2024 and Beyond
• New Trends in Tax Audit Defence and Appeals
• Personal Residence Dispositions
• Calculating Capital Gains and Losses
• Family Business Succession

Something New! Earn Your Diploma in Advanced Family Tax Compliance.

Earn your Diploma in Advanced Family Tax Compliance when you achieve four CE Summit Certificates of Achievement.   Jump in anytime; then learn the programs concurrently.  

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

Be sure to register by September 15!