Additional June 30 Deadlines

June 30 is an important date for 3 CRA filings and 2 Knowledge Bureau deadlines for the Acuity Conference for Distinguished Advisors and attestation for relicensing RWM™, DMA-Specialist™ and MFA-P™ Designations. Check out the details:

CRA Deadlines on June 30

• Form RC243 TFSA Return and RC243-Schedule A – Excess TFSA Amounts
• Filing due date for Section 216, 216.1 and 217 Returns
• Deceased prior year Dec. 1 to 31 – file 6 months after death

Knowledge Bureau Deadlines on June 30

• Attestation for Relicensing of RWM™, DMA-Specialist™ and MFA-P™ designations.

Early Bird Registration for the Acuity Conference for Distinguished Advisors!

Canada’s only multi-disciplinary conference for tax, accounting and financial professionals – the Acuity Conference for Distinguished Advisors – brings together advisors from across the country to share thought leadership and earn meaningful CE Credits.  Don’t miss these networking experiences that complement the educational sessions and be sure to register by the June 30 early-bird deadline.

The Acuity experience all begins on Saturday, November 21 with a Meeting of the Society of Distinguished Designates, and the Faculty & Sponsor Dinner. Then on Sunday, November 22, attendees will gather for the Distinguished Advisor Awards Dinner, where new DMA™, RWM™ and MFA-P™ designates and FDFS™ are recognized alongside top students, instructors, and industry leaders.  Awards will include:

• Top Student
• Favorite Instructor
• Top Disruptor
• Top Alumni
• Mover & Shaker
• Marquis Firm
• Advisor of the Future
• Firm of the Future
• Lifetime Achievement

The signature networking event takes place on Monday, November 23, at the DAC Gala: The Rock n' Roll Victorian Ball. Featuring ballroom dancing demonstrations and lessons, celebrity dancers and judges, music spanning multiple decades, themed costumes, and plenty of opportunities to connect with fellow delegates, attendees will enjoy a unique "Rock Through the Ages" experience with our special guest DJ.

In addition, on both days of educational sessions, Christina Fazio of HomeTrust will be hosting a Rapid-Fire PD Session over a Mimosa Brunch.

Don’t miss this opportunity to join colleagues, industry leaders, sponsors and faculty November 22-24 in Victoria for an experience that combines exceptional learning with memorable networking opportunities.

Visit the official conference site at learn.knowledgebureau.com/acuity

Register by June 30 and take advantage of early-bird savings –  plus, check out the detailed agenda online!