Your Program Guide to Your Complete Tax Filing Resource Kit for 2024!

Knowledge Bureau’s  T1 Advanced Tax Update Hybrid Learning Event is now available for registration, to provide a complete suite of educational resources personal tax specialists need to file a broad base of T1 returns for the 2023 tax year, including returns for individuals, students, families, investors, seniors, proprietors, the disabled and nuances for terminal returns.  Everything is included for this top tier Advanced T1 Tax Update to fully prepare you for the tax season including, as described below, the CE Summit workshops – virtual and in person – and a full tax research library, hard copy desk top reference journal, and CE Accreditation. 

PART 1:  THE CE SUMMIT INSTRUCTOR-LED PRESENTATIONS & CE ACCREDITATION  – The Live/Virtual Event, occurs on January 17, 2024, and in person in Toronto on January 24 and in Calgary on January 26, featuring best-selling tax author Evelyn Jacks and special Guest Instructors with noted expertise in the Canadian tax industry.  The successful graduate of this virtual event is credited with 10 CE/CPD hours with Knowledge Bureau.  Third-party accreditors and professional organizations which provide CE Credits for this event include for accountants, CPA and for financial and insurance advisors ICM and AIC, FP Canada and MFDA. 

PART 2: THE CE SAVVY ADVANCED T1 TAX UPDATE CERTIFICATE COURSE – Completion of the CE Savvy Advanced T1 Tax Update Course Collection provides the successful graduate with an addition 20 CE/CPD hours please professional certification.  Bonus:  Together with the virtual CE Summit Presentations, the graduate of both components qualifies for a full course credit in the Knowledge Bureau DMA™ Personal Tax Services Specialist Designation Program.

Online Course Completion Date Is May 6, 2024.

PART 3:  THE TAX TIP RESEARCH TOOLKIT.  This program includes all virtual resources including the online certificate course, Evergreen Explanatory Notes, Knowledge Bureau Discovery Calculators, recorded instructor presentations and Quizzes available for your use until completion date.   That means you’ll have up-to-date tax information at your fingertips throughout the tax season!

PART 4: YOUR COMPREHENSIVE LINE-BY-LINE DESKTOP REFERENCE.  All students who met the early registration deadline for this program will receive this highly coveted hard copy reference book, affectionally known as the Knowledge Bureau’s “Tax Bible”.  Extra copies are $195 plus taxes.

FOR LATECOMERS.  Missed the January T1 Virtual or In-Person Tax Update Events? Enrol in the self study program, which includes all the resources above for the regular certificate course fee of $895.00.  Hard copy Knowledge Journal is extra at $195. All students will be able to download and listen to their instructors’ comprehensive PowerPoint presentations and participate in the full course lesson plans and quizzes.

DESIGNATE RELICENSING JUNE 30, 2024.  This program is ideal for Designates who need 15 CE Credits to meet Standards of Professional Conduct to relicense their designation marks.   Don’t forget to forward your attestation to Professional Conduct by June 30, 2024.

CLAIM YOUR TAX CREDITS.  Everything is included for a full professional training experience PLUS tuition fees qualify for a tuition fee credit (or training expense deduction).  Some students will qualify for the refundable Canada Training Credit (age and income restrictions apply and a T1 return must be filed for prior/current year). 

Call us anytime for help at 1-866-953-4769.

Check out the agenda here and register now!