Advanced Tax Knowledge Needed for Year End Planning Opportunities

Highly qualified tax advisors are in high demand, not only by their clients but by financial advisors who seek their services and advice.

But, especially if your clients are Boomers, it’s important to move past basic tax preparation knowledge to confidently address the complicated year end tax planning issues they may face on their investments and properties.

Knowledge Bureau’s comprehensive T1 Professional Tax Preparation – Advanced  course covers the details behind the deductions, tax credits and tax calculations on the personal tax return with an emphasis on capital gains and losses, and registered and non-registered investment income sources.

The course covers advanced client profiles, with true-to-life case studies and teaches research-based skills, sending students to the dynamic commentary in EverGreen Explanatory Notes by Knowledge Bureau.

Students may use their own tax preparation software to complete the course or try student versions of Intuit's ProFile Premier, Dr Tax's DT Max software and TaxCycle, which are provided with the course.  Case Studies will be done using income tax preparation software while 2016 tax planning scenarios will be completed using the Income Tax Estimator from the Knowledge Bureau Toolkit.

The most highly professional tax practitioners are those who have excellent investigative skills (conducting the most exhaustive client interviews) and the best research skills (knowing when and where to look for help). We'll show you how to do both and give you the most leading edge tools in the marketplace to do so.

To learn more about the T1 Professional Tax Preparation – Advanced course, click here.

What Our Students Say:

"I loved the course setup. I could work at my own pace and I could print off the assignments. This course, unlike CGA courses, did not treat me like a child by expecting an assignment each week. This course just gave me a deadline for completion and allowed me to work as quickly or as slowly as I deemed necessary." Robert J. Smith MB

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