Coming Soon: Fall Distinguished Advisor Workshops

Register by October 21 for early bird rates for Distinguished Advisor Workshops – fall edition.  October marks the official start of “year-end tax planning season,” and this year there are lots of planning concerns for business owner-managers, real estate owners and succession planning. Top industry experts will enlighten you, so you can add value to your client relationships.

Delegates may join us in four cities: October 27 in Vancouver, November 1 in Winnipeg, November 2 in Toronto, and November 3 in Calgary. Please click the following links to check out our cutting-edge agenda and our keynote speakers, who will discuss the following topics:

• Personal Tax Strategies
• Year-End Update: Owner-Manager Compensation Planning
• Corporate Tax Technology Update
• Corporate Tax Strategies: Asset Management
• Year-End Tax Accounting For SME: Get on the Cloud and Grow Your Trusted Practice
• Pass It On: Transferring the Family Cottage or Second Residence
• Planning with Heirs
• Marketing Mastery: Articulating Value in Your Dynamic Knowledge-Based Practice

We are pleased to announce a new addition to our speaker line-up, from DAW sponsor, Intuit:  Michael Di Lauro, a CPA / CMA with a strong background in training and technology. Over the years Michael has written dozens of training materials, and has taught QuickBooks, ProFile, Microsoft Office and other software applications to thousands of individuals. When not teaching or training you’ll often find Michael in various coffee shops, throughout Ottawa and Montreal, discussing business and technology with friends, clients, entrepreneurs and, even, perfect strangers.  You’ll enjoy him in Winnipeg, Toronto and Calgary. . .stay tune for more special guests being announced throughout the next several days.

These workshops are ideal for training new and returning staff; professionals may earn 10- CE/CPD credits and participate in important networking opportunities to build their business.

To register online or to find out more, click here or call 1-866-953-4769 for assistance. Seating is still available. Remember: early-bird savings end October 21.

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