Educational Calendar: Important 2020 Tax, Financial and Educational Events

Mark your calendar: there are some important dates coming up for those with an interest in tax and financial planning, including some exciting new educational opportunities with Knowledge Bureau. 

August 27: The Society of Real Wealth Managers™, “Meeting of the Minds”.  Join us for a stimulating discussion on the Big Pivot to bigger business success in the tax and financial services with a multi-advisory approach.  Connect with tax, financial and legal advisors, contribute your best thoughts on the future of your industry and collaborate to bring new and robust services to your clients, together with your new network.  

September :  T1 Balances Due to CRA, June 15 quarterly tax instalment remittance payments due

September 15: third quarter instalment remittance payments due

September 30: Virtual CE Summits on the theme “Financial Fallout: Audits and Bankruptcies”

October 1 – Tax returns for purpose of refundable tax benefits repayment due. Re-payment of overpaid benefits (OAS and GIS) is also due at this time. Last quarter announcement for prescribed interest rates and GIS indexing.

October 28 to 30 – Virtual Distinguished Advisor Conference. The only virtual professional development conference for bookkeeping, tax, and financial advisors. Learn cutting edge insights and hear bold thinking from 15 outstanding speakers for stellar professional development.  But come for the  highly entertaining networking all wrapped up in our “DAC-in-a-Box”.   P.S.  You’ll have to bring your own furry friend to the virtual goat yoga!

November 18 – Virtual CE Summits on the theme “Year-End Tax Planning in a Recessionary Market”.  What to do about tax planning when behavioral finance is such a big factor? Learn all the tips and traps for investors and business owners.

December 15 – Q4 quarterly tax instalment payment due;  make 2020 charitable donations.

January 2 – make your TFSA contribution for 2021.

January 18 – 21 – Live CE Summits in 4 Canadian cities (Vancouver, Calgary, Winnipeg, Toronto) providing an “Advanced Personal Tax Update”.

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