Last updated: August 20 2013

Get In Shape for Tax Season: Corporate Tax & Year-End Planning Bootcamp

The Corporate Tax & Year-End Planning Bootcamp will help you provide the expertise your small-to-medium sized business owner clients seek for family wealth planning. Enrol by September 30 to ensure best pricing.

Learn how to prepare T2 returns for 4 types of micro businesses and gain a deeper understanding of the business issues and tax options that apply to personal/corporate tax planning. You’ll gain confidence in preparing a T2 accurately and know how to minimize taxes and identify planning opportunities. Perfect for tax and financial advisors who want to work with more business owners or understand their own corporations better, this bootcamp will provide you with the deep knowledge you need to work on an inter-advisory team.

Agenda Highlights

  • Introduction: Issues and Trends in Year End Planning
  • Basic Income Reporting: Cash vs. Accrual
  • Understanding Corporate Balance Sheets
    Sources of Corporate Income (Losses)
  • Creating an Audit Trail for CRA Purposes
  • Completing Corporate Tax Returns featuring TaxCycle
  • Corporate Tax Planning
  • Review: From Proprietorship to Corporation
  • Tax Profiles – Micro Businesses

For full agenda, click here.

Your Distinguished Instructors

Evelyn Jacks,
President

Knowledge Bureau

 

Larry Frostiak, FCA
Frostiak & Leslie
Chartered
Accountants Inc.

 

Cameron Peters,
President

Tax Cycle

 

What's Included

• Masterful Instruction from distinguished speakers

• Accreditation & certification

• Comprehensive Knowledge Journal

• 6.5 CE/CPD credits per workshop

• Lunch & refreshments

• Exclusive bonus gifts and onsite offers

 
Early registration deadline: September 30

Guaranteed tax deductible pricing until September 30, 2013

Early Registration Fees
New Registrant Returning Clients Knowledge Bureau Designates
$495 (plus tax) $395 (plus tax)1 $350 (plus tax)1

1 For preferred rates, please contact us or enter your assigned discount code when registering.

Note: Regular workshop fees of $595 will apply after early registration deadline.

 

 

 

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