From Transitions to Year-End Planning: Business Growth and Group Rates Featured at Fall DAW

Mark your calendar for the last week of October. Knowledge Bureau’s Fall Distinguished Advisor Workshop (DAW) promises some exciting and educational programming on issues your business clients commonly face. 

The number of family businesses in Canada is growing; and a comprehensive year-end plan focused on family business taxation, succession and business planning for heirs is more critical than ever, especially in the aftermath of a federal election fueled by the potential for tax increases. Yet few tax and financial advisors have had the confidence to tackle the breadth of these matters – until now.

On Oct. 27 in Winnipeg, Oct. 28 in Vancouver, Oct. 29 in Calgary and Nov. 2 in Toronto, Knowledge Bureau will be bringing Canada’s leading tax experts, business planners and top-notch, comprehensive programming to engage, interact with and educate Canada’s top tax and financial advisors.

“We are delighted to travel this fall with one of Canada’s most respected tax planners for owner-managers, Larry Frostiak, as well as one of Canada leading gurus in financial planning for sound business succession, Jenifer Bartman,” says Evelyn Jacks, President of Knowledge Bureau. “In addition, our national and regional speaker-sponsors will bring cutting edge practice management tools to help you maximize relationships with owner-managers and their families from a year-end planning perspective.”

The fall edition of DAW will tackle a number of key issues for high-net-worth clients. Knowledge Bureau is pleased to welcome its national sponsors, Intuit and TaxCycle, and regional sponsor, Farber Financial Group, to tackle the topics of financing, technology and growth for the practice of the future.

Year-end planning for the family, owner-manager compensation planning, debt and cash flow planning, how to build business growth capacity to maximize on equity growth, and how to accelerate tax-efficient wealth for retirement and estate planning amidst new tax rules, are just a few of the advanced topics that will be discussed. To view the complete agenda, click here.

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.

This one‐day workshop includes pre-reading in EverGreen Explanatory Notes, in-class session, and a post-session online course component (the latter is optional). You will earn a certificate and CE credits for pre-reading (3.5 CE/CPD credits) and credits for the in-class session (6.5 CE/CPD credits). The all-inclusive workshop fees also include lunch, coffee and snacks. There will also be outstanding networking and referral opportunities with leading advisors and sponsors.

For more information, click here, or call 1-866-953-4769.

New to Knowledge Bureau? Form a Group and Save Money! 

• Bring Your Branch Office: 2-9 people in each city—pay only $395 per person
• Bring Your Whole Association: over 10 people in each city—pay only $295 per person 
• Returning Clients: you can participate too—Refer more, Save More!