Last updated: November 05 2019

Boost Your Tax Knowledge and Earn CE Credits with the Tax in Practice Program

As part of our commitment to your ongoing professional development, Knowledge Bureau has collaborated with Sun Life Financial to bring you Tax in Practice, a free online program about common tax planning issues faced by investors and business owners. The program consists of 10 CE-accredited modules covering a wide range of topics like tax strategies in the sale of a business and use of trusts in tax and estate planning, and that's just naming a few!

These modules include audio lectures, e-journals and reading guides. The go-at-your-own-pace self-study provides a comprehensive understanding of key concepts and strategies that can easily be implemented into your business. 

Tax in Practice is a great way to deepen and broaden your knowledge and expertise in this market, scope out investment and insurance needs resulting from changes such as tax reforms, the impending retirement of the baby boomers, and the needs of younger heirs to invest in their businesses and their families.

We invite you to watch the following Vlogs to learn more about the Tax in Practice program.

Vlog 1

Vlog 2

Take advantage of the following 10 modules. We would like to point out that several courses will expire at the end of October 2019.

Module 1: Tax Planning for Accumulating Income and Capital (Expires October 31st, 2019)

Module 2: Tax Planning for Snowbirds (Expires October 31st, 2019)

Module 3: Tax Planning for Death of a Taxpayer (Expire October 31st, 2019)

Module 4: Year-End Planning (Expires October 31st, 2019)

Module 5: Corporate Class Investing (Expires October 31st, 2019)

Module 6: Tax-Effective Use of Corporate Earnings

Module 7: Planning Tax-Effective Retirement Income for Business Owners

Module 8: Tax Planning for Professional Corporations

Module 9: Tax Strategies in the Sale of a Business

Module 10: Use of Trusts in Tax and Estate Planning

If you haven’t already, start your journey to amplify your practice; there’s no cost to register today for your Tax in Practice membership!