The Spring DAW Sessions Off to a Great Start on the West Coast

"Best DAW yet!" The spring Distinguished Advisor Workshops (DAW) started this week in Vancouver to great fanfare by our attendees. Here’s what some had to say:

“I have been attending these workshops for 10 years and I always come away with new learning, new ideas and renewed enthusiasm for adding value to may business”  Maureen C.
“Very practical and detailed information – best DAW yet!” Shaikh E.

After Edmonton and Calgary, DAW will be held in Winnipeg on June 1, followed by Toronto on June 5, and Ottawa on June 6. If you’re in any of these areas, don’t miss this great opportunity hear from:

• Evelyn Jacks, president of Knowledge Bureau, who will provide a detailed analysis of the effects of the 2017 federal budget on personal tax planning as well as the details of previous budgets with implementation required in 2017 and beyond.
• Dean Smith, Partner at Cadesky and Associates LLP, one of Canada’s most experienced cross-border tax experts, who will discuss the important cross-border taxation issues that tax and financial advisors need to be aware of, whether your Canadian clients have real estate or financial assets in the U.S., or you have clients who are U.S. citizens living in Canada.
• Jenifer Bartman, CA, CMC, who will show you how to prepare your clients who are transitioning their businesses to the next generation of leaders and/or preparing their business for sale. Tax and financial advisors can be of significant help by guiding them in the direction of formal business continuity planning.

Beyond the leading-edge educational content of this one-day workshop, the DAW offers an excellent networking opportunity to connect with speakers and your peers alike. Formal registration is closed now but we’re accepting walk-in registrations for single attendees at $595 plus tax for the day. Availability will be filled on a first come, first served basis. For the full agenda for the city of your choice, click here.

Special thanks to our education partner:

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