Now is the time for rookie training! Choose from selected introductory certificate courses leading to DMA™ Designation and enrol by September 15 to save up to 27% on tuition. We invite you to check KBR for reader loyalty rewards weekly as a thank you for engaging with us!
Use code: TRAIN when you register online.
All taxes extra. Offer ends September 15. Offer can be used to enrol multiple people in the same course.
Choose one or more of the following Certificate Courses:
Introduction to Personal Income Tax
Perfect for individuals who want to achieve the credentials needed to file income tax returns professionally out of their home or office. It is also suitable for those who wish to start a new career with a tax preparation, accounting or financial services firms. Growing tax accounting offices will find this to be the right course to train new employees as knowledgeable tax preparers or front desk staff. Graduates are thoroughly trained on the latest personal income tax changes using professional tax software in a case study approach. Research skills are honed as well, in the comprehensive online research library known as EverGreen Explanatory Notes. The sophisticated tax estimator tools from Knowledge Bureau provide plenty of opportunity to try “what if” scenarios prior to software updates for the next tax year.
Corporate Tax Filing Fundamentals
This course serves as an introduction to the preparation of a corporate income tax return for a small business operating under a corporate structure as a Canadian Controlled Private Corporation (CCPC). The case studies included in this course include the preparation of corporate tax returns for the current year. This course contains all known changes that will apply to future years.
Basic Bookkeeping in a Digital World
This introductory course is ideal for professionals in the bookkeeping tax and financial services who wish to train their own administrative staff to prepare company books, or train staff to prepare books for others. It is an excellent course for bookkeepers who may know how to operate the software, but have not taken a theoretical accounting course.
Succession Planning for Owner-Managers
This course will help advisors become valuable resources to their clients in the succession planning process. Key concepts include understanding the importance of succession planning for the business and key positions within the business. It focuses on roles and financial issues, from both the perspectives of a business leader and successor. It also addresses the impact of succession on employees and the business as a whole, and succession of the business to third parties.
Understanding Business Valuation
The objective of this course is to provide an overview of the fundamentals of business valuation, enabling advisors to understand the key concepts in this important area and assist clients in facing various types of business transactions, including mergers, transfer of an ownership position, sale of a business, or raising capital.
Use of Trusts in Tax and Estate Planning
Trusts are used on an ever-increasing basis to plan for the wealth and succession objectives of medium and high-worth clients. The advisor with the ability to assist with that process creates the opportunity to establish a long-term, potentially intergenerational connection with a client and their family; provided their strategy considers recent tax changes in the planning process.
The Introduction to Trusts course offered by Knowledge Bureau covers everything from basic trust mechanics to essential details on trusts for disabled beneficiaries.
Everything is Included!
“Every tax preparer in my small company now has completed more than one Knowledge Bureau certificate course. I am proud to say that I have achieved the Tax Services Specialist Designation, and most of my staff are well on their way to either a diploma or a designation.”
- Wayne Blackmere, ON
Register now!