Mark Your Calendars: Post-Budget Analysis for Canada and the U.S.

Knowledge Bureau is pleased to announce that its next professional development days - the CE Summits -  will held May 29 to June 6 in Winnipeg, Calgary, Vancouver, and Toronto. Featuring special guest Dean Smith of Cadesky Tax, who will join Evelyn Jacks to discuss post-budget tax reforms in Canada and the U.S.

About Dean Smith

Dean Smith, PHD, CFP, TEP, CPA, CA is a partner with Cadesky and Associates LLP and the President of Cadesky U.S. Tax Ltd. Cadesky is a boutique accounting firm which provides only taxation services. Dean has been involved with expatriate tax work for over twenty-three years, assisting companies moving employees around the world.  Clients also include private individuals who have multiple jurisdictional filings. Dean is also an instructor and writer with Knowledge Bureau.

In his practice, Dean also addresses the following:

• Practice Leader - US-Cross Border Tax Services.
  • High net worth individuals with cross border needs.
  • Acceptance agent for IRS, can assist clients with obtaining U.S. Individual Taxpayer Identification Numbers (ITINs)
  • Assistance with the implementation of Retirement Compensation Arrangements (RCA) and Immigrant Trusts
  • Use of trusts in tax and estate planning.
• Cross-border personal tax – Canada, U.S. and U.K.
• Cross-border estate tax planning and compliance - U.S. estates and trusts.

About Evelyn Jacks

Evelyn is Canada’s most respected educator in tax and financial literacy and one of Canada’s most prolific financial authors.  She has penned 53 books for consumers on tax and wealth management, many of them best-sellers, including her most recent, New Essential Tax Facts, How to Make the Right Tax Moves and Be Audit-Proof, Too  and Family Tax Essentials, How to Build a Wealth Purpose with a Tax Strategy.  She has twice been named one of the Top 25 Women of Influence in Canada.

Evelyn is also the Founder and President of Knowledge Bureau, Canada’s leading national post-secondary educational institute for professional development in the tax and financial services.  It is the publisher of over three dozen professional certificate courses leading to the prestigious RWM™ (Real Wealth Manager),  MFA™ (Master Financial Advisor)  and DFA-Tax and Bookkeeping Services Specialist Designations and the new Executive Business Builder Program.

Knowledge Bureau is celebrating its 15th year, having grown to become Canada’s only private educational institute to provide career training with specialization in tax, retirement, business building and succession as well as estate planning. Knowledge Bureau has trained tens of thousands of advisors and communicates with close to 20,000 weekly. It is also a training partner to top national firms engaged in building sales forces and small business scaling activities.

Evelyn has been influential in advising and commenting on tax and financial literacy policies.  She was appointed by former Finance Minister Jim Flaherty to the Federal Task Force on Financial Literacy, and by the former Premier of Manitoba, Gary Filmon, to the Lower Tax Commission, to advise on the direction of the provincial tax regime.  Recently she has co-founded the Manitoba Financial Literacy Forum in partnership with the Manitoba Securities Commission, dedicated to increase financial literacy in that province.

She is also a well-known national commentator, keynote speaker and budget analyst who has written thousands of articles, most recently in MoneySense Magazine, and for the Toronto Stock Exchange.  Throughout her career, Evelyn has spent countless hours volunteering her time on news, talk shows and chat lines from coast-to-coast explaining rights and opportunities in filing tax returns to millions of Canadians.  She tweets @evelynjacks.

A leader in the business community, she is a past President of The Manitoba Club, Western Canada’s oldest private business club.  She was awarded the prestigious Rotman School of Business Canadian Woman Entrepreneur of the Year Award and was recognized internationally with a Business Leadership Award by the Canadian Embassy in Washington, D.C.  She has twice been recognized as Manitoba’s Woman Entrepreneur of the Year.  She has also received the YM-YWCA "Business Woman of the Year" award.

To register for these events, individually or as a group, please call 1-866-953-4769 or enroll online by May 15 as follows:

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