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15 Sessions, 20 Thought Leaders: The Full DAC Agenda is Revealed!
Mark Your Calendar for the weekend of November 9-12. You’re going to be in for an incredible networking experience, and a 15 session, impactful Education Conference tailored for tax specialists and wealth advisors. Most important, 20 thought leaders will inspire you to re-engage with your prospective clients who sadly, may not be seeking your advice soon enough. It’s the Acuity Conference for Distinguished Advisors (DAC) and the full agenda is now here! Register by September 30 early-bird deadline – Ask about group rates, how to buy a table and access to VIP Affinity Program rates. Here’s the run of the events:
Proprietors & Their Audit Risk
The tax filing season 2024 is officially over with 31,247,787 tax returns filed to July 1. The average balance due is $7,572 or over $55 Billion and many of those 7.3 Million taxpayers who owe are proprietors who waited to file until the last moment: June 17. We asked tax and financial professionals in our June poll whether they thought that tax audit risk is a bigger issue now for proprietors. The reviews were mixed but 60% said yes.
2024 Acuity Conference for Distinguished Advisors: Program Guide Unveiled!
We invite you to connect with Canada’s brightest and 16 of the most accomplished thought leaders in the tax, accounting and financial services industry at the 2024 Acuity Conference for Distinguished Advisors in Montreal November 10-12. Join us to celebrate, meet and honour your peers from coast-to-coast at the Knowledge Bureau Awards Ceremony on November 10. Check out the detailed online conference agenda designed to help you discover new ways to lead with impactful guidance.
Become a Designated Professional & Earn Cycle 10 CIRO Credits!
Did you know that Cycle 10 CIRO (previously IIROC) credits now available from Knowledge Bureau?Check out these courses especially for designated professionals: take the Real Wealth Management™ Program or the MFA-P™ Philanthropy Services Specialist and for a limited time, you can enrol and save 15% on tuition. Register by June 30 and take advantage of these offers, and start your online studies anytime!
Important Deadline for KB VIP Graduates: June 30
If you’re a Knowledge Bureau VIP Grad or Designate, the upcoming June 30 deadline is coming up and there are a few reminders to help you get the most out of your VIP experience with Knowledge Bureau. Don’t miss this opportunity to reactivate your VIP Benefits, including $100 off your next enrolments for grads, and $200 for Designates and FDFS™. Plus, for Designates now is the time to relicense the use of your designation marks by submitting your attestation to your standards of conduct. Check out the details below:
