Last updated: November 12 2020

Special guest Abe Toews Shares the Virtual Stage at CE Summits

Abe Toews, CFP, CLU, CH.F.C, CHS, Chair of the Board of Directors, Advocis will make a special guest appearance to discuss year end donations strategies as he shares the virtual stage with expert headliners at the November 18 Virtual CE Summit. The theme is focused planning for investors and self-employed taxpayers. Advisors who need to brush up on advanced planning, especially for corporate owner-managers, should mark their calendars and register no later than Monday, November 16.

Together, our expert instructors have an important message for tax and financial professionals: CRA will be focused on precision in auditing proprietorships and incorporated small businesses, post-pandemic. These owner-managers, in turn, will expect the same from the professionals they pay to keep them out of trouble. The good news: you can learn the latest in compliance requirements by taking in this comprehensive virtual live event next week.

You are invited to join Knowledge Bureau President, Evelyn Jacks and special guest instructors on the live-virtual event from 9:30 – 2:00 CST. Can’t make it that day? Study at your own pace November 10 to December 15 with our Flex Learning Summit.

November 18 Virtual CE Summit Special Guest Instructors:

Dr. Dean Smith, PHD, CFP, TEP, CPA, CA, RWM™
Larry H. Frostiak, FCPA, FCA, CFP, TEP
Jenifer Bartman, CPA, CA, CMC, MFA-Executive Business Growth Specialist, RWM™

Society of Real Wealth Manager™ Meeting of the Minds Panel Kristin Ramlal and Abe. E Toews, Chair of Advocis' Board of Directors discuss Year-End Donation Strategies for Owner-Managers.

This comprehensive virtual workshop also features a thorough online course: everything you need to know to thoroughly understand the opportunities for tax, investment and estate planning both inside and outside the small business corporation.

Topics covered will include:

Year-End Personal Tax Planning Changes for 2020
Year-End Business Results Analysis, Strategies for Forecasting
Understanding the Corporate Balance Sheet
Understanding Shareholder Equity
Sources of Corporate Income
Completing T2 Returns
Shareholder Remuneration Strategies: Salary, Bonus, Benefits & Draws
Distribution of corporately-taxed income to family members

The Takeaways:

A comprehensive update of personal tax changes of relevance to investors and SMEs
A sound understanding of the corporate balance sheet
An understanding of the principles of corporate integration
Recognition of the different types of corporate source income
An increased knowledge base and comfort level in available remuneration strategies
An understanding of the tax concepts of corporate integration
An awareness of the tax compliance and filing requirements
An approach for non-cash remuneration benefits, such as use of a corporately owned or leased vehicle
An understanding of how RDTOH works
An awareness of the TOSI rules
An increased knowledge basis of how inter-corporate dividend planning can work within a corporate group

Everything is Included in tax deductible tuition fees:

Your Comprehensive Online Course and Online Quizzes
Virtual CE Summit Program Guide for November 18, together with Speaker Presentations brings you up-to-the minute information you can use immediately to advise your clients.
Access to EverGreen Explanatory Notes with recommended topics to read compliment this comprehensive professional development program.

Additional educational resources: Interested in additional online learning options? Take the MFA™- Business Services Specialist.

The RWM™, MFA™, MFA-P™, DMA™, DFA-Tax Services Specialist™, DFA-Bookkeeping Services Specialist™, the Society of Real Wealth Managers™ & all its certificate/diploma programs are intellectual properties/certification/trademarks owned by Knowledge Bureau™

Special guest Abe Toews Shares the Virtual Stage at CE Summits

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