CE Summits September 21: Managing Audit Trouble Spots

With the "ramped-up" activity of the Canada Revenue Agency ("CRA") relating to taxpayer audits, you and your clients will want to take pre-emptive measures to manage potential audit trouble spots.

This topic will be addressed by Larry Frostiak at the September 21 CE Summits, where leading experts will take industry pros on a deep dive into other issues that must be addressed to help small business be prepared for audit defence. RSVP by August 31 for early-bird tuition rates.

More than ever, we see an increasing level of pre-assessment and post-assessment review letters going out to taxpayers. CRA audit letters are asking for more and more information and seemingly "limited-scope" reviews conducted by the CRA are requesting information well beyond the scope of the tax filings being reviewed. We see this as an aggressive up-swing in CRA activity. Hence, your awareness and preparation are critical.

Don’t miss the comprehensive agenda from expert and experienced guest faculty members:

• Tax Planning:  New 2022 Tax Deductions and Credits
• Financial Planning:  Learn Tax planning in inflationary and recessionary times
• Compliance:  Tips and Traps for Tax Audit Defence Including
  • personal and corporate tax filing,
  • payroll, GST and income tax remittances,
  • defending reassessments of those tax filings, 
  • net worth assessments and
  • documentation for audit defense and
  • fairness applications and appeals
• Bankruptcy Filings: Be prepared to have this difficult discussion
• Business Valuation: In times of great change, confident conversations bring extra value to your relationship with clients.       

• Option 1: Earn 10 CE Credits by attending the live, Virtual CE Summit Event: Attend the virtual instructor-led session for immediately implementable knowledge and skills.  Only $395
• Option 2: Earn 10 CE Credits with the Recorded CE Summit: Miss the live event? You can register for or retain access after expiry to the recorded sessions for only $395 (Save more if you are a VIP Designate, Certificate Course Grad or Leader of a Team you wish to refer to the CE Summit – group rates will apply).
• Option 3: Earn 20 CE Credits with the CE Summits Certificate Course Online: Take a deeper dive into the content covered at the CE Summits Live Event – a comprehensive certificate course designed to enhance professional workforce skills; instructor supported. Only $395 plus taxes: includes access to Evergreen Explanatory Notes and Knowledge Bureau Calculator Tool Kit for the entire study term (90 days).  
• Option 4: Hard Copy Knowledge Journal - Only $195
• Option 5: Third Party Accreditation -  Insurance Council Credits Included

This Fall: Differentiate Your Credentials With a Knowledge Bureau Education