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Last updated: November 19 2019
Big Tax Filing Changes are Coming: Is Your Tax Knowledge Top Notch?
It’s a big number! The 2019 tax filing season saw nearly 30,000,000 returns filed between February 18, 2019, and September 4, 2019*. Tax season 2020 will again feature some significant tax changes. That’s why now is the time for professional advisors to register in Canada’s most comprehensive advanced T2 tax update training and shake out the cobwebs before filing those millions of returns. But it’s first come, first served so don’t miss the January 10 deadline to save on tuition fees for your Advanced T1 Tax Update at the Winter CE Summits.
The CE Summits tour this winter will kick off in Winnipeg on January 16 and will be coming to five more Canadian cities: Toronto on January 20, Ottawa on January 21, Calgary on January 
22, Edmonton on January 23, and Vancouver on January 24. The theme: Canada’s most comprehensive T1 filing course for 2019 returns.
Join Canadian tax expert Evelyn Jacks, and special guests Walter Harder, DFA-Tax Services Specialist™, and Henry Shew, CPA, CA, TEP, CPA (WA),Senior Tax Manager at Cadesky Tax and Associates LLP. These tax experts will dig deep down behind the lines so you can find every tax deduction and credit available to the families you do tax returns for and embellish on your role of “investigative reporter” to unearth all planning potential too.
“The unique combination of working, practicing and learning - through hands-on training in seminars and workshops, and through online courses with easy-to-follow course material that were challenging and effective - allowed me to build and expand my knowledge, resulting in increasing confidence and competence to build and grow my business.”
- Frank Arnold, DFA-Tax Services Specialist™, ON
Here’s the agenda so far. Check back often as we announce up-to-the minute tax topics and special guests:
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AGENDA: ADVANCED 2020 PERSONAL TAX UPDATE |
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7:45 - 8:15 AM REGISTRATION AND COFFEE |
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8:15 - 9:30 AM President Knowledge Bureau MFA™, DFA-Tax Services Specialist™
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PERSONAL TAX UPDATE: WHAT’S NEW IN PERSONAL TAXATION?
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9:00 - 10:30 AM Walter Harder, DFA-Tax Services Specialist™ |
FOCUS ON EMPLOYMENT INCOME, DEDUCTIONS & CREDITS:
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10:30 - 10:45 AM |
NETWORKING BREAK |
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10:45 – 11:45 AM Walter Harder, DFA-Tax Services Specialist™
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FOCUS ON PROPRIETORSHIPS – T2125 and Schedules
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11:45 – 12:30 PM Walter Harder, DFA-Tax Services Specialist™ |
FOCUS ON PERSONAL RESIDENCES
Farm properties, fishing boats and yachts, other Principal Residence disposition variations |
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12:30 -1:00 PM |
NETWORKING LUNCH |
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1:00 – 1:30 PM TBA |
ROUND TABLE DISCUSSION; CASE STUDIES HOSTED BY KNOWLEDGE BUREAU Executive compensation planning: employee stock options, bonuses, deferred compensation, individual pension plans, severance planning. |
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1:30 – 2:45 PM Henry Shew, CPA, CA, TEP, CPA (WA) Senior Tax Manager at Cadesky Tax and Associates LLP |
FOCUS ON INCOME FROM PROPERTY & INVESTMENTS Schedule 1: Dividend tax credits, Tax on Split Income, minimum Tax, Foreign Income
Schedule 4: Compounding investments, insurance policies and deductions (T2210) Schedule 3: Capital gains and losses – dispositions from:
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2:45 – 3:00 PM |
NETWORKING BREAK |
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3:00 – 4:15 PM Henry Shew, CPA, CA, TEP, CPA (WA) Senior Tax Manager at Cadesky Tax and Associates LLP |
FOCUS ON RETIREES: COMMUTING DEFINED BENEFIT PENSION PLANS New rules clarify the CRA’s position on tax treatment afforded to members of defined benefit pension plans who are commuting values into various pension options. Review principles for advising clients who have questions about their pension options for 2019 forward. Also review tax filing requirements in the year of death.
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4:30 PM |
CLOSING REMARKS AND CERTIFICATION Verifiable Credits – 6.5 Non-Verifiable Credits – 3.5 |
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It’s a great value - everything is included in the tax-deductible fees:
- CE Credits*: IIROC, Insurance Councils, Knowledge Bureau, and other professional organizations.
- Pre-session reading in EverGreen Explanatory Notes, plus a complimentary 3-month subscription.
- Post-session: special tuition fees for online studies. You save $200 when you enrol in one of Knowledge Bureau’s educational offerings.
- Comprehensive Knowledge Journal— your desk-top reference.
- Outstanding networking opportunities with a diverse audience.
- Great food (breakfast, lunch and coffee), valuable prizes and surprises.
- *CE Credits are pending approval by regulators.
Who Should Attend?
These workshops are ideal for training new and returning staff working in independent tax filing firms, CPAs in public practice, financial services firms, public trustees, legal assistants, municipal officers, payroll and software companies who employ staff involved with any CRA remittances.
Train your new seasonal and returning staff and save money by booking a whole table. This popular event sells out every year so enrol early. Take advantage of early-bird pricing and register before January 10, 2020.
* CRA
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UNAUTHORIZED REPRODUCTION, IN WHOLE OR IN PART, IS PROHIBITED
