CE Summits: Don’t Miss the Advanced Canadian and US Budget Updates

Tax reform is all the rage in Canada and the US. With the next Federal budget around the corner, mark your calendar now to join top experts in Canada-US reforms during our Spring CE Summits. The knowledge value proposition is incomparable for advisors working with high net worth clients and those with family members or properties abroad.

“When the global economy and financial markets change, it’s critical to learn new strategies for investment and retirement income planning in light of the most recent federal budget. These workshops will provide the detailed provisions, analysis, and potential strategies to help you add more value sooner to your client relationships,” says Evelyn Jacks, President of Knowledge Bureau and host of the workshops.

Joining Evelyn is noted cross-border tax expert Dean Smith. Dr. Dean Smith has a wealth of credentials including a  PhD, CFP, TEP, CPA, CA, and he serves as Partner at Cadesky and Associates LLP. Dr. Smith serves as President of British Canadian Chamber of Trade and Commerce (BCCTC). He served as Chairman tax committee of American Chamber of Commerce in Canada (Amcham).

This winter the CE Summit sessions travelled to six major Canadian cities, providing an advanced income tax update for 2018 and garnering lots of positive feedback from attendees. Feeling inspired? Join us this spring for post-budget action strategies for tax and financial advisors.

Each CE Summit tour focuses on a different theme relevant to the latest tax changes and budget updates, and teaches tax and financial advisors how to address these issues through our comprehensive workshops. All attendees receive a free copy of The Knowledge Journal, an essential guide to get you through tax time, whether you work with corporate clients or individuals and families.

Here’s what our winter 2018 CE Summit attendees had to say:

“It’s very important to keep updated with all the federal, provincial changes—best education programs I have seen over 10 years. Very knowledgeable and friendly environment.” Olga Grivisova, BC

“Wow! Always great to be included in the larger discussion!” Sandra Gibbs, BC

“You learn so much valuable information.” Debrah Burleigh, BC

“Evelyn Jacks is a great public speaker.” Sherrill Sirrs, BC

“Very extensive knowledge of the Canadian economy and clear explanation of topics discussed.” Kirsten Jartved, BC

“Always keeps me better informed to assist taxpayers and our practice.” Sidney Schultz, BC

“Entertaining and understandable—was amazing as usual. Great learning and networking experience.” Joanne Thomas, YT

“Clear, well answered questions.” Tina LeBlanc, AB

Don’t miss the Spring 2018 workshops visiting Winnipeg, Calgary, Vancouver, and Toronto between May 29 and June 6, 2018.

If you missed the winter sessions, purchase your copy of the Knowledge Journal for your 2018 advanced personal income tax update.

Also consider marking your calendars for the 15th annual Distinguished Advisor Conference taking place in Quebec City November 11-14, 2018. Early registration for special rates ends March 15, 2018, and you can reserve special booking rates for accommodations today.

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