Get Up to Speed on Year-End Tax Planning!

New Capital Gains Inclusion Rates Change the Game: are you prepared to help?  Learn New Year-End Tax Planning Techniques from Our Special Guest Experts with the CE Savvy Summit, featuring live event recordings from the November 6 virtual sessions. This is an opportunity to upskill your knowledge, learn from Canada’s top experts an earn 15 CE Credits before year-end. Plus, you have an opportunity to earn your Diploma in Advanced Family Tax Compliance.

See what our attendees had to say!

“Good update on complex issues. The content is deep and the speakers are well respected specialists in their field.” – Teresa Black-Hughes

“I'm always so impressed by the level of intellect and knowledge that the presenters have.  And there was one statement made today by Doug Buss - 'It's a passion, it is not work'.  I absolutely loved this statement because I resonate with it so much!  And these summits add such a value to that statement.  My brain is always ready to explode with the amount of information provided throughout a summit day.” – Johanne Brelis

“Great information with really entertaining presenters with different perspectives, experiences, and stories about client cases. “ – Amanda Glover

“Great variety and presentation of topics ranging from complex to simplified concepts that you can begin to implement. The pacing of the information was easy to follow along with.” – Michael Furtado

“The chosen presenters are always well versed in the topics. The information is current and well covered.” – Brenda Anderson

“The wealth of knowledgeable speakers who came together for today's summit is truly inspiring. It is such a great thing to be able to go over these topics and figure out the pitfalls and how to better serve our clients. With so many changes on the horizon it is difficult to stay on top of it all. These summits are a fantastic and invaluable resource. “ – Melissa Van Heurn

“The combination of the live virtual event paired with the self-directed learning afterwards makes for a very holistic approach to learning.” Stewart Grant

“The CE Summits are packed with the most relevant information I need to keep my clients informed and to help them plan ahead.  The speakers are quite knowledgeable and the delivery of the content is well done.” – Kareen Rekowski

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:

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

• 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 Person dates 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
• 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

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 certificate online courses provided.

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!

Accreditation. Remember, students have a maximum of three months after each event to complete the

VIP Certificate Holders (graduates of at least one Knowledge Bureau certificate course in the online or CE Summit/DAC events) receive an extra $100 off; VIP Designates an extra $200 off .

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.