CE Summits September 21: Managing Audit Trouble Spots

With the "ramped-up" activity of the Canada Revenue Agency ("CRA") relating to taxpayer audits, you and your clients will want to take pre-emptive measures to manage potential audit trouble spots.

This topic will be addressed by Larry Frostiak at the September 21 CE Summits, where leading experts will take industry pros on a deep dive into other issues that must be addressed to help small business be prepared for audit defence. RSVP by August 31 for early-bird tuition rates.

More than ever, we see an increasing level of pre-assessment and post-assessment review letters going out to taxpayers. CRA audit letters are asking for more and more information and seemingly "limited-scope" reviews conducted by the CRA are requesting information well beyond the scope of the tax filings being reviewed. We see this as an aggressive up-swing in CRA activity. Hence, your awareness and preparation are critical.

Don’t miss the comprehensive agenda from expert and experienced guest faculty members:

  • Tax Planning:  New 2022 Tax Deductions and Credits
  • Financial Planning:  Learn Tax planning in inflationary and recessionary times
  • Compliance:  Tips and Traps for Tax Audit Defence Including
    • personal and corporate tax filing,
    • payroll, GST and income tax remittances,
    • defending reassessments of those tax filings, 
    • net worth assessments and
    • documentation for audit defense and
    • fairness applications and appeals
  • Bankruptcy Filings: Be prepared to have this difficult discussion
  • Business Valuation: In times of great change, confident conversations bring extra value to your relationship with clients.       

 

“Knowledge Bureau courses exceed my expectations, with excellent organization, and excellent explanatory information.” Mildred Tamargo  (Montreal, QC)

This virtual instructor-led program is also perfect for Knowledge Bureau’s under-grads who are working towards their Specialized Credentials, and any designates looking for additional CE Credits for re-licensing purposes. The CE Summits will also put advisors in touch with a national network of like-minded professionals working within the Society of Real Wealth Managers framework.

Empower Your Leadership with New CE Summits!

 

  • Option 1: Earn 10 CE Credits by attending the live, Virtual CE Summit Event: Attend the virtual instructor-led session for immediately implementable knowledge and skills.  Only $395
  • Option 2: Earn 10 CE Credits with the Recorded CE Summit: Miss the live event? You can register for or retain access after expiry to the recorded sessions for only $395 (Save more if you are a VIP Designate, Certificate Course Grad or Leader of a Team you wish to refer to the CE Summit – group rates will apply).
  • Option 3: Earn 20 CE Credits with the CE Summits Certificate Course Online: Take a deeper dive into the content covered at the CE Summits Live Event – a comprehensive certificate course designed to enhance professional workforce skills; instructor supported. Only $395 plus taxes: includes access to Evergreen Explanatory Notes and Knowledge Bureau Calculator Tool Kit for the entire study term (90 days).  
  • Option 4: Hard Copy Knowledge Journal - Only $195
  • Option 5: Third Party Accreditation -  Insurance Council Credits Included

This Fall: Differentiate Your Credentials With a Knowledge Bureau Education