September 18 CE Savvy Summit: Update on New Tax Provisions for 2024 & Beyond

Canadians’ relationship with the CRA’s enlarged department has changed substantially, along with the digital environment it operates under. Add to this a barrage of new tax measures and new powers bestowed on CRA, and it spells Audit Risk. Tax audit defence is now a key component of every professional’s duty to their clients, including financial professionals, who find themselves answering more tax planning questions as tax accountants focus on tax compliance. Come up to speed quickly in the comprehensive CE session at the September 18 CE Savvy Summit Virtual Event, as Canadian best-selling tax author and educator, Evelyn Jacks overviews recent new tax measures for:

Students – exempt income, loans and grants, CERB repayment problems
Disabled people – disability supports, Canada Disability, Dental &Pharmacare Benefits
Homebuyers – from FHSA, RRSPs, and the traps new form requirements present
Real Estate Investors – traps for rental property and vacant land owners, personal residence owners and a UHT update
Capital Gains Inclusion Rate Changes – planning within the annual $250,000 threshold, hybrid calculations for pre- and post June 25, 2024, planning opportunities with reserves and cottages
Business owners –family business transfers, new Capital Gains Exemption and Canadian Entrepreneurs’ Incentive, Employee Ownership opportunities.

Evelyn Jacks will be joined on the Virtual stage by Anna Malazhavaya, LLB and Doug Buss, CLU, CPCA, CFP, CEA, RWM™, FDFS™. ™ to discuss the legal and financial planning implications. Knowledge Bureau is grateful to our sponsor for this CE Summit Session, TaxCycle. Check out the detailed online agenda as further information is added and be sure to register by September 15!

Agenda Highlights:

Update on New Tax Provisions for 2024 and Beyond
Technology Update
New Trends in Tax and Audit Defence and Appeals
Case Study: New Capital Gains Calculations
Case Study: Personal Residence Dispositions
Case Study: Intergenerational Business Rollovers
The Wrap-Up (Society RWM™ Round Table): Advising Clients with Audit Defence in Mind

The CE Savvy Summits are comprised of a live virtual educational event plus a 5 chapter online course (take up to 3 months to finish). Students graduate with a Certificate of Achievement from each Summit and earn CE Credits as follows: 15 CE Credits from KB, FP Canada, MFDA

The Course: Audit Defence for Investors & Business Owners - Available September 16 for pre-reading.

Update on New Tax Provisions for 2024 and Beyond
New Trends in Tax Audit Defence and Appeals
Personal Residence Dispositions
Calculating Capital Gains and Losses
Family Business Succession

Something New! Earn Your Diploma in Advanced Family Tax Compliance.

Earn your Diploma in Advanced Family Tax Compliance when you achieve four CE Summit Certificates of Achievement. Jump in anytime; then learn the programs concurrently.

September 18:The Audit Defence Course for Investors and Business Owners
November 6:The Year End Tax Planning Course for Investors and Business
January 15:The Advanced Personal Tax Update Course
May 21:The Advanced Retirement and Estate Planning Course

The RWM™, MFA™, MFA-P™, DMA™, DFA-Tax Services Specialist™, DFA-Bookkeeping Services Specialist™, the Society of Real Wealth Managers™ & all its certificate/diploma programs are intellectual properties/certification/trademarks owned by Knowledge Bureau™

September 18 CE Savvy Summit: Update on New Tax Provisions for 2024 & Beyond

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