Audit Defence is About More Than Just Taxes

Join us at the one-day Audit Defence Bootcamp to not only better understand your obligations to CRA and regulators, but how to excel as an educator and advocate for clients undergoing life changes such as dealing with incapacity, estate freezes, or family trusts. Register before May 15 to guarantee your seat at this popular event.

Get Cutting-Edge Knowledge

• Be ready for CRA's cross-auditing between your clients’ tax records and investment activities, address foreign asset verification issues, and understand the effect of budget changes to family trust law.
• Sail through fee transparency issues with better value propositions in advocating for your clients.
• Understand the nature of professional-client privilege.
• Better manage clients with incapacities, transferring assets, and family trust changes.

Learn from the Best

Evelyn Jacks, President Knowledge Bureau	Alan Rowell, MFA, DFA-Tax Services Specialist The Accounting Place	John Poyser, LL.B., TEP Tradition Law LLP Estates and Trusts

Agenda At A Glance

• Opening Remarks: Federal and Provincial Budget Update
• Audit Defence: Pre and Post Assessment;
  Range of Appeals: Personal, Pension, Property, Business Audits
• Registration of Tax Preparer Program
• Recent Jurisprudence; Legal Perspectives in Tax Litigation
• Reportable Transactions; Professional-Client Privilege
• Documenting Family Life Events - Capacity to Incapacity
• Changes in Trust Law: What the Budget Did; Planning on a Go-Forward Basis; Family Cottages and Estate Freezes
• Jeopardy! For Distinguished Advisors
• Certification, Evaluation, Close

Click here to see detailed agenda.

Blended-Learning Opportunity

EARN UP TO 30 CE/CPD CREDITS

• 3.5 CE/CPD credits.
  Do pre-session reading in EverGreen Explanatory Notes
   
• 6.5 CE/CPD credits.
  Attend the workshop
  May 21 - Winnipeg, Manitoba Club
  May 22 - Calgary, Coast Plaza
  May 23 - Vancouver, Arbutus Club
  May 26 - Toronto, Mississauga Convention Centre
  June 3 - Halifax, Halifax Club
   
• OPTIONAL: 20 CE/CPD credits.
  Do post-workshop online assignments in
  Elements of Real Wealth Management course. Pay only $245 more (regular price $795).

Registration Fees

PER WORKSHOP – CHOOSE YOUR CITY

How to Register

Online: knowledgebureau.com/daw
Call Local: 204-953-4769
Toll-Free: 1-866-953-4769
Email: registrar@knowledgebureau.com