Still Time to Register for Calgary, Toronto Fall DAW

There is still time to register for the Fall Distinguished Advisor Workshop (DAW) October 29 in Calgary and November 2 in Toronto. Be the first in your professional community to interpret the changes anticipated under the new Liberal government and reference the 2016 indexation in true-to-life scenarios.

Knowledge Bureau’s Fall Distinguished Advisor Workshop (DAW) promises some exciting and educational programming on issues your business clients commonly face. The number of family businesses in Canada is growing; and a comprehensive year-end plan focused on family business taxation, succession and business planning for heirs is more critical than ever, especially in the aftermath of a federal election fueled by the potential for tax increases. Yet few tax and financial advisors have had the confidence to tackle the breadth of these matters – until now.

On Oct. 29 in Calgary and Nov. 2 in Toronto, Knowledge Bureau will be bringing Canada’s leading tax experts, business planners and top-notch, comprehensive programming to engage, interact with and educate Canada’s top tax and financial advisors.

“We are delighted to travel this fall with one of Canada’s most respected tax planners for owner-managers, Larry Frostiak, as well as one of Canada’s leading gurus in financial planning for sound business succession, Jenifer Bartman,” says Evelyn Jacks, President of Knowledge Bureau. “In addition, our national and regional speaker-sponsors will bring cutting-edge practice management tools to help you maximize relationships with owner-managers and their families from a year-end planning perspective.”

The fall edition of DAW will tackle a number of key issues for high-net-worth clients. Knowledge Bureau is pleased to welcome its national sponsors, Intuit, TaxCycle, and Liberty Tax Services, and regional sponsor, Farber Financial Group, to tackle the topics of financing, technology and growth for the practice of the future.

Year-end planning for the family, owner-manager compensation planning, debt and cash flow planning, how to build business growth capacity to maximize on equity growth, and how to accelerate tax-efficient wealth for retirement and estate planning amidst new tax rules, are just a few of the advanced topics that will be discussed. To view the complete agenda, click here.

This one‐day workshop includes pre-reading in EverGreen Explanatory Notes, in-class session, and a post-session online course component (the latter is optional). You will earn a certificate and CE credits for pre-reading (3.5 CE/CPD credits) and credits for the in-class session (6.5 CE/CPD credits). The all-inclusive workshop fees also include lunch, coffee and snacks. There will also be outstanding networking and referral opportunities with leading advisors and sponsors.

For more information about Fall DAW in Calgary and Toronto, click here, or call 1-866-953-4769.

Don’t forget to mark your calendars for January 2016: Knowledge Bureau will be on tour again early in the new year with our annual Personal Tax Update.