Featured Event: Distinguished Advisor Workshop – Audit Defence Bootcamp: The Rules of the Game

Ensure you're prepared for Tax Audit Season and know the Rules of the Game – gain techniques and information that will help you set up the best defence in case of appeal, learn best e-practices, understand how to prepare defense files for potential Appeals Process, and be able to educate clients and staff.

AUDIT DEFENCE BOOTCAMP – THE RULES OF THE GAME:
Tax Audit Season – June to December – begins soon and tax professionals need to know how to respond to requests for post-filing information to set up the best defence in case of appeal. This year, everything is different – you’ll be assembling responses to information requests electronically, and you’ll be working with a tax department more intent on finding tax cheats and delinquents. To be a sharp tax advocate and help your clients win – especially in the grey areas – you need to know the Rules of the Game.
 

BEST E-PRACTICES:
Secure, Electronic Audit Defence with DT File Cabinet. Get ready to use your electronic drawers of information to defend your clients in the case of audit, submit electronic source documents in proper order according to new rules, and protect your client base from employee theft. A case study approach will be demonstrated.

AUDIT FILE DEFENCE PREPARATION & COMPREHENSIVE BUDGET UPDATE:
Professionals who defend clients to CRA in an electronic world must prepare each defence file for a potential Appeals Process, then present and communicate its defense from a technical point of view in a most effective way to win at the appeals stage. Learn how to negotiate more effectively by organizing your audit defence strategy to confidently set up an appeals route. This session will involve pre-work that qualifies the participant to certify as an auditor with Knowledge Bureau later in the day.

FINANCIAL EDUCATOR TRAINING:
The best way to become an expert at anything is to teach it. Financial educators are taught to follow a lesson plan with defined benefits and measurable learnings in order to present better in any situation, but specifically to use these new skills to become better educators to clients and staff and to make more confident presentations to tax auditors. Learn how to teach a concept using a step-by-step approach, a method of self-perception and evaluation, how people listen, tools for getting your audience to “stay with you,” how to generate a responsive audience, how to teach to specific student characteristics, and how to hone in on effective questioning techniques.

For more information and to register, visit knowledgebureau.com/daw or call 1.866.953.4769.