Early-Bird Tuition Deadline Today for the May 18, 2022 Virtual CE Summit
Act now! Today is the deadline for early-bird tuition savings. You don’t want to miss this opportunity to join Canada's most prominent tax educators, best-selling authors and technical experts for a comprehensive budget, retirement & estate planning update on May 18, 2022.
VIP Designates also receive additional tuition savings as part of our exclusive Affinity Program, but only until early-bird deadlines!
Need more reasons to attend? Check out this video!
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Federal Budget & Tax Legislation Update
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EVELYN JACKS
President, Knowledge Bureau
DFA-Tax Services Specialist, RWM™, MFA™, MFA-P™
Evelyn Jacks is the Founder and President of Knowledge Bureau, Canada's leading national educational institute for professional development in the tax and financial services. Evelyn is Canada's most respected educator in tax and financial literacy and one of Canada's most prolific financial authors, having written 55 books, many of them best-sellers. Her most recent is Make Sure It's Deductible. Evelyn appears regularly in national and regional media including Globe & Mail, MoneySense Magazine, on BNN, CBC and Global. Follow her on LinkedIn and Twitter @evelynjacks.
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Private Pension & Disability Planning in Volatile Time
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DOUG NELSON
CFP, CLU, CIM, MFA, RWM™
Best-selling author of
Master Your Retirement
Douglas Nelson is the 2nd generation President of Nelson Financial Consultants, an independent financial advisory firm based in Winnipeg, with its origins dating back to 1966. The firm specializes in providing fee for service financial planning, custom discretionary portfolio management and insurance. Doug is a 29-year veteran of the financial services industry, is a registered portfolio manager, is a regular commentator on industry initiatives and an accomplished speaker at industry events. Doug, and his team, are a group of 7 people who serve clients collaboratively using well defined processes that follow the Real Wealth Management methodology.
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U.S. Estate Taxes: The Basics for Snowbirds
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DR DEAN SMITH
Ph.D., CFP, TEP, CPA, CA, RWM™
President, Cadesky U.S. Tax Ltd.
Dr. Dean Smith is a partner with Cadesky and Associates LLP, and the President of Cadesky U.S. Tax Ltd. Cadesky is a boutique accounting firm that provides only taxation services. Dean has been involved with expatriate tax work for over 23 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.
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Trust Basics: Intervivos, GREs, Spousal, Alter Ego
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MARCO IAMPIERI
B.A., JD, MBA
Tax Lawyer
Marco is an Executive Member on the Ontario Bar Association, Tax Law Section, and Marco authored the Featured Article for the OBA Spring Newsletter about the General Anti Avoidance Rule. Marco graduated from the prestigious combined JD/MBA program at the University of Ottawa, and subsequently accepted an offer to attend Osgoode Hall Law School for the Master of Laws program in Taxation (expected graduation September 2022). Marco received taxation law legal instruction from Queen’s Counsel who appeared numerous times at the Supreme Court of Canada as a member of the Department of Justice Canada, and Marco has received tax law training from very experienced senior tax counsel. Marco successfully advocated for taxpayers subject to, among others, net worth assessments, the sham doctrine, director’s liability assessments, gross negligence penalties, principal residence exemption denial, GST/HST issues, and Marco has implemented tax plans deferring tax payable.
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The Flow of Assets: Are You Defeating the Will?
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CAROL WILLES
MBA, LLM, TEP
Carol assists high net worth clients from many backgrounds to understand and develop their present and future legacy. By helping clients focus on what is most important to them - family, philanthropy, security and more - she develops unique estate planning options as part of an integrated team of wealth planning specialists that support clients through their life journey.
Carol strives to provide meaningful, client-centered advice and solutions to help real people build their legacy and find peace of mind in the context of their entire wealth story.
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Planning with Small Business Owners
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JOSE RIQUELME
CPA
José has more than 15 years of experience in Public Practice. He articled with a leading boutique accounting firm from South Surrey, BC where he focused on accounting and tax services for owner-managed enterprises. José holds a Bachelor of Business Administration Degree in Accounting from Kwantlen Polytechnic University and received his designation as a Certified General Accountant and Chartered Professional Accountant in August 2014. José is passionate about providing solutions to the accounting, consulting, and tax needs of his business and personal clients.
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It’s an outstanding comprehensive learning opportunity for you in multiple components:
- The Live Event: A great virtual live event with incredible speakers who will drill down on budget 2022 changes, retirement and estate planning – high value new knowledge and skills you need to add value to your client relationships. Check out the full agenda. Earn 10 CE Credits, too.
- The Online Course: An outstanding online course to consolidate your knowledge and help you retain it with quizzes to make you think and learn. Take a month to finish your program and earn 20 more CE Credits in Tax Efficient Retirement Income Planning.
- Bonus – the Knowledge Bureau Calculators – you’ll receive access to the Knowledge Bureau’s Tax Efficient Retirement Income Calculators – a sophisticated and immediately implementable software solution you’ll want to use with your clients to provide “what-if” scenarios as you discuss retirement and estate planning with them.
Everything is included for a full professional training experience.
Ask About VIP and Team Member Rates, too.
LOTS TO COVER – SO WE ARE STARTING EARLY! ALL TIMES LISTED ON AGENDA ARE IN CENTRAL TIME
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8:30 am
CENTRAL TIME
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REGISTRATION AND JOIN YOUR PEERS FOR A VIRTUAL ZOOM COFFEE CHAT – Pull out your CE Summit Program Guide and Knowledge Journal and get to know your colleagues for this great day of advanced personal tax training!
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ENROL NOW
NEW TO ZOOM? PLEASE JOIN US FOR OUR REHEARSAL FOR DELEGATES AT 8:30 CT ON MAY 17.
ACCREDITATION REMINDER: THIS CE SUMMIT QUALIFIES FOR KNOWLEDGE BUREAU DESIGNATE RE-LICENSING REQUIREMENTS, DEADLINE JUNE 30, 2022. IT IS ALSO ACCREDITED BY VARIOUS PROVINCIAL ACCOUNTING AND BOOKKEEPING ORGANIZATIONS, INSURANCE COUNCILS AND IIROC (PENDING APPROVAL BY THE REGULATORS)
“What a great summit! It has really shown me where my knowledge gaps lie and furthered my thirst to keep shrinking them with Knowledge Bureau. I really look forward to the next one!” – Dustin Burke
“This was a great, very informative summit! Answered a lot of my questions and gave me points to touch on with my clients.” – Cathy Losing
Help & Contact: 1 866 953 4769
