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We are proud to share new courses offerings as we continuously develop cutting edge and immediately implementable courses for our busy students. That’s what makes a Knowledge Bureau education so relevant and unique. Need something specific that you don’t see here? Please let us know about it.
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CE Savvy Summits: New Trends in Tax Audit Defence and Appeals
The upcoming September 18 Virtual CE Summit is focused on Audit Defence and features an important session led by experienced tax litigation lawyer, Anna Malazhavaya, LLB, who will cover significant expansion of the CRA audit powers in the recent years. You will learn the best practices in corresponding with CRA auditors, how to identify situations where CRA auditors overstep their boundaries, how to protect your clients, and when to engage a tax lawyer. Register by September 15 and check out the full agenda online!
Vision & Focus: Regaining Financial Control | Panel Moderated by Christine Logan
Ask anyone: does it seem like today’s common financial thread is that financial futures seem out of reach? From burdensome costs of interest, groceries and fuel, and the resulting investment gaps, Canadians just want their financial sea legs back. What does it take to stop, re-assess, and re-engage confident financial outcomes against the backdrop of rapidly changing tax and economic environments? What is the role of the financial professional today in bringing back a methodical approach to financial peace of mind? At the 2024 Acuity Conference or Distinguished Advisors, our panel hosted by Christine Logan and Sponsored by Franklin Templeton will tackle the issues.
Discuss RWM™ Best Practices | Tax Planning - Embrace it!
Clients are looking to financial advisors for more tax planning as accountants are inundated with compliance work. The RWM™ is a critical designation that delivers the knowledge you need! Differentiate your practice with new credentials that introduce an integrated approach to growing your business, while building a natural referral network as an RWM™. Join us for a live, virtual discussion with practicing members of the Society of Real Wealth Managers™ August 28 at Noon CT.
Average to Awesome: Keys to Building Scalable Practices | Brian Mennis
The turbulent 2020’s are almost behind us, from a business planning point of view. Building relationships that will amplify results, simply requires a new approach, according to Brian Mennis, author Average to Awesome of Harbourfront Wealth Management who is leading a session on Building Scaleable Practices at the Acuity Conference for Distinguished Advisors (DAC) on November 11. Mentorship of both new advisors and new clients is a challenge; he says, because what people want is just different. The question is: do you have what it takes to thrive and build your business under such an environment? If not, what’s the cure?
Looking to Become a Fellow of Distinguished Financial Services (FDFS™)?
Would you like to earn the coveted FDFS™ designation? These Distinguished Fellows are honored for their distinguished services as influential thought leaders, who have demonstrated a commitment to the noble cause of teaching and writing by engaging others in the high standards of knowledge they share. In doing so, they have also demonstrated an extraordinary commitment to shaping the future of the tax, accounting and financial services industries. Here’s how you can get involved:
