DAW AGENDA NOW AVAILABLE: RSVP For Advanced Personal Tax Update By December 31

Mark your calendars for Knowledge Bureau’s annual, comprehensive personal tax update taking place January 20-25, 2016. This day-long certificate workshop will “shake out the cobwebs” for new and returning tax practitioners in tax, bookkeeping and accounting offices and is an excellent resource for financial advisors working with clients on tax-efficient wealth planning strategies during the busy RRSP season.

The agenda includes a detailed review of line-by-line changes on the 2015 T1 return and the most recent updates from CRA, Finance Canada and Statistics Canada. New rules and interpretations are applied to client profiles including employees, retirees, investors, business owners and executors. There will also be outstanding networking and referral opportunities with leading advisors and sponsors.

On Jan. 20 in Winnipeg, Jan. 21 in Calgary, Jan. 22 in Vancouver and Jan. 25 in Toronto, Knowledge Bureau will be bringing Canada’s leading tax experts to engage, enlighten and interact with Canada’s top tax and financial advisors. Evelyn Jacks, founder and president of Knowledge Bureau; Walter Harder, DFA-Tax Services Specialist™; and Alan Rowell, MFA™, DFA-Tax Services Specialist™, will bring their vast knowledge and experience to this annual, highly attended workshop.

Professionals may earn 10 CE/CPD credits and participate in important networking, marketing, technology and referral building sessions to enhance business growth in 2016. The low tuition fees include a comprehensive Knowledge Journal of over 300 pages of information, which many prior attendees have labelled their “Tax Bible,” PowerPoint presentation, instruction, certification, accreditation, breakfast, lunch, coffee and snacks. Also included are pre-reading in EverGreen Explanatory Notes and a post-session online course component at a significant tuition fee saving.

Early registration discounts end on December 31. Groups can now register together with Knowledge Bureau’s new Group Registration Form; the more people in your group, the lower the price! Click here for more information on how you and your peers can save by forming a group.

If you are working as a professional in the tax, bookkeeping or financial services and preparing tax returns, books or tax-efficient retirement and investment plans for your clients, it is critical to know personal tax changes for the 2016 tax filing year to answer questions about required documentation, tax compliance, tax planning for individuals, families and multiple generations. This workshop provides everything you need to know to confidently provide answers, refer your clients to the right specialist and train returning and seasonal staff.

Click here for more information about January DAW. Click here for information about multiple session discounts available until Dec. 31.

“Evelyn is engaging and able to get a crowd interested first thing in the a.m. I enjoy her as an opening speaker”
Kristen Elliott

“Engaging speakers made ‘dull’ topics exciting.”
Sharron Morier

“Overall I enjoyed the day—great for knowledge and networking.”
Don Strankman

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