Designated Advisors in Tax and Wealth Advisory Services in High Demand

At this time of year, professional tax and financial services are looking for highly qualified personal tax professionals for seasonal tax preparation and planning work Knowledge Bureau’s Distinguished Financial Advisor (DFA) – Tax Service Specialist™ designation bring you up to speed quickly with its online programs; in fact you (or your staff) can begin today.

Featuring course development and direction by Canada’s most trusted tax and financial educator, Evelyn Jacks, and a team of outstanding tax writers, researchers and instructors with decades of experience in teaching tens of thousands of tax professionals, this designation program will not only increase your knowledge in the area of T1 professional tax preparation and planning strategies, but also features courses in preparing proprietorship returns, cross-border taxation, and final returns on the death of a taxpayer.

“I’m happy to report that I completed the final course in the DFA – Tax Services Specialist™ program,” said double designate Cynthia Kall, DFA - Tax Services Specialist™ and MFA - Retirement Income Services Specialist™. “I must say I thoroughly enjoyed the program. Each and every course further refined my skills and presented opportunities to explore situations that I might not otherwise have experienced. The course material, case studies, and related research provided a sound basis to develop my knowledge. I believe I couldn’t have benefited more even if I had a resident mentor right here in the office. I’m looking forward to continuing studies and building my practice.”

Become certified in preparing personal and corporate tax returns at a high professional standard is accomplished at Knowledge Bureau, a national educational institute, by using a case-study approach and professional tax software to work out practical assignments.  Everything is included in the deductible tuition fees, and free trials are offered to help you ensure the program is right for you.

All it takes is six in-depth courses to earn your DFA – Tax Services Specialist™ designation, all taken online in the comfort and convenience of your own home or office. Select from a variety of interesting certificate courses to complete your program. Each course takes approximately 30 hours to complete and your study plan can be completely custom-designed to meet your schedule.  Start today and study full time; or take a more leisurely approach.  You can space out your studies to do three courses a year, for example, and finish your designation in the maximum allowed time of two years.

The following courses make up the six-course designation program:

• T1 Professional Tax Preparation – Basic
• T1 Professional Tax Preparation – Advanced
• T1 Professional Tax Preparation – Proprietorships
• Final Returns on Death of a Taxpayer
• Cross-Border Taxation
• Tax Strategies for Financial Advisors

Courses above may be substituted by one or more courses listed below:

• Advanced Tax-Efficient Retirement Income Planning
• T2 Corporate Tax Preparation for Small Business
• Tax Planning for Corporate Owner-Managers
• Basic Bookkeeping for Small Businesses

“My overall experience was a valuable one,” said Knowledge Bureau designate Halina Siemiginowski. “As I am getting established in my second career as a tax professional with a public accounting/taxation practice, being able to take the courses, gain relevant knowledge and obtain a DFA designation is of great importance.”

Why not scratch that designation off of your 2016 to-do list? For more information about the Distinguished Financial Advisor (DFA) – Tax Service Specialist designation, click here.

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