Do You Know What’s New in Personal Taxation?

Get a Comprehensive Look at Tax Theory Changes for 2024-2025, Line-by-line Changes on the Tax Return and Other Key Issues You Should Know About Before the Tax Season! Only at the CE Savvy Summit: 2025 Advanced T1 Personal Tax Update Tour. Choose from Virtual and in Person Events this January and take advantage of group rates for you team training. Register by January 10!

At these Events, best-selling author and Tax Expert Evelyn Jacks, President of Knowledge Bureau will help you shake out the cobwebs and prepare for the upcoming tax season with What’s New at Finance Canada: A Comprehensive Look at Tax Theory Changes for 2024-2025:

• Personal Residence Dispositions
• Employees: Executives and their stock options post June 24 Capital Gains Rules
• Investors: Capital Gains capital transactions including identical properties, a variety of securities transactions, hedging transactions, loss applications
• Family businesses – Intergenerational Business Transfer Rules
•  In  addition, this comprehensive session will share what’s new at CRA, including Line-by-Line Changes on the 2024 tax return, schedules & auxiliary forms.
• Plus, The Capital Gains Supplement will be discussed with a focus on  The Transition Year - New Calculations Pre and Post June 25, 2024.

  What’s Included?

PART 1:  THE VIRTUAL CE SUMMIT & CE ACCREDITATION  – The Live/Virtual Event, occurs on January 15, 2024, and in person on the following dates:  

• January 14 in Winnipeg
• January 16 in Toronto
• January 17 in Calgary
• January 18 in Vancouver

Featuring best-selling tax author Evelyn Jacks and special Guest Instructors with noted expertise in the Canadian tax industry.  The successful graduate of this virtual event is credited with 15 CE/CPD hours with Knowledge Bureau for completing the full CE Savvy Summit Program (live event or recordings + online course). Topics covered will include:

• Line-by-Line Tax Update:  Shake Out the Cobwebs & What’s New on the 2024 T1! 
• Focus on Income and Deductions for Employees and Retirees
• Focus on Capital Gains Changes – Asset by Asset
• Focus on The Self Employed
• Real Wealth Management: Focus on Family Beginnings, Endings and Survivors

Register by December 15, 2024 to receive a hard copy Knowledge Journal included in your tuition fees. Early-bird tuition deadline: January 10

Third-party accreditors and professional organizations which provide CE Credits for this event include for accountants, CPA and for financial and insurance advisors ICM and AIC, FP Canada and MFDA. 

PART 2: THE ONLINE COURSE: YOUR LINE BY LINE T1 TAX FILING GUIDE

Course Content:

• CHAPTER 1 WHAT’S NEW ON THE T1
• CHAPTER 2 CHANGES TO TAX THEORY
• CHAPTER 3 EMPLOYMENT AND FAMILY FILING PROFILES
• CHAPTER 4 FILING RETURNS FOR RETIREES AND INVESTORS
• CHAPTER 5 NON-FINANCIAL ASSETS: REAL ESTATE AND BUSINESSES

SPECIAL SUPPLEMENT: FILING CAPITAL GAINS TRANSACTIONS

PART 3:  THE TAX TIP RESEARCH TOOLKIT.  All virtual resources including the online certificate course, Evergreen Explanatory Notes, Knowledge Bureau Discovery Calculators, recorded instructor presentations and Quizzes leading to the completion of the online certificate course are available for your use until completion date. That means you’ll have up-to-date tax information at your fingertips throughout the tax season!

PART 4: YOUR COMPREHENSIVE LINE-BY-LINE DESKTOP REFERENCE.  All students who register by December 15 will receive this highly coveted hard copy reference book, affectionally known as the Knowledge Bureau’s  “Tax Bible”.  Extra copies are $195 plus taxes.

CLAIM YOUR TAX CREDITS.  Everything is included for a full professional training experience PLUS tuition fees qualify for a tuition fee credit (or training expense deduction).  Some students will qualify for the refundable Canada Training Credit (age and income restrictions apply and a T1 return must be filed for prior/current year).