Featured Course: Advanced Tax Preparation and Research

Be the most highly professional tax practitioner with excellent investigative skills (conducting the most exhaustive client interviews) and the best research skills (knowing when and where to look for help). This course is fully updated to the most current Federal Budget!

"The case studies and quizzes are a fantastic idea. They really give you an idea of real case scenarios and point out where improvement is needed. EverGreen Explanatory Notes is a great research tool with easy to access information. Student support is fantastic! The response time was very fast and had me back on my feet in no time." – Melissa V., ON

Program: Tax Services Specialist

Fully updated to the most current Federal Budget. This comprehensive course covers the details behind the deductions, tax credits and tax calculations on the personal tax return with an emphasis on capital gains and losses, and registered and non-registered investment income sources. It overviews common and advanced client profiles, while sending students to the dynamic commentary in EverGreen Explanatory Notes by The Knowledge Bureau.

CONTENT DESCRIPTION AND KEY CONCEPTS:

We recommend that the Knowledge Bureau's Introduction to Personal Tax Preparation course be completed before enrolling in Advanced Tax Preparation and Research or, at minimum, the student have prior experience with personal tax preparation.

Students may use their own tax preparation software to complete the course. For those without tax preparation software, student versions of Intuit's ProFile Premier and Dr Tax's DT Max software are provided with the course.

CERTIFIED SKILLSETS: The student will be exposed to a broad range of personal income tax topics in common and advanced scenarios, each featuring short answer and true-to-life case studies which overview the basic elements of the tax return and the details behind claiming income, deductions and tax credits on most lines of the personal tax return. The student will be able to competently prepare most personal tax returns.

The most highly professional tax practitioners are those who have excellent investigative skills (conducting the most exhaustive client interviews) and the best research skills (knowing when and where to look for help). We'll show you how to do both and give you the most leading-edge tools in the marketplace to do so.

This comprehensive self study course features case studies that require research exercises using EverGreen Explanatory Notes focusing in on the details behind employment deductions, investment income reporting, capital acquisitions and dispositions, including real property and real life applications and variations. Students will review their theoretical competencies and will also be required to know the details of three Appendices:

• T-Slip Guide
• Line by Line Tax Forms Review
• Line by Line Tax Update

KNOWLEDGE BUREAU TOOLS INCLUDED:

• EverGreen Explanatory Notes
• Knowledge Bureau Calculators
  • Income Tax Estimator
  • Marginal Tax Rate Calculator
  • Registered vs. Non-Registered Savings Calculator
• Reference Text: Evelyn Jacks' Essential Tax Facts 2012 Edition

MARKS ALLOCATION: