Mark Your Calendar:  Advanced Family Business & Year-End Planning Workshop

Advisors who work with corporate clients, real estate holders and high net worth individuals will want to sharpen their knowledge in advanced tax, retirement, succession and estate planning strategies by hearing Canada’s leading experts on the subjects starting the last week of October.

“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’s 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.”


EVENT SUMMARY:  Early Enrolment Deadline:  October 15, 2015
 

There are over a million small businesses, which account for almost 78% of all private jobs created in Canada and 70% of the total labor force¹;  and advisors who are looking to build their practices will find a real sweet spot in this market, especially as a result of important new tax changes.  Attendees will be treated to a comprehensive overview of those changes as well as how to plan for fiscal independence of the business and the people in it, including how to finance a business in volatile economic times.

This is a particularly important session because advisors will increasingly be called upon to help with transition planning. In 2015, almost 50% of all small and medium sized business owners are between 54 and 68 years of age and over 77% of them have more than 10 years of experience.


They will not be passing “start-ups” to their successors but, in many cases, vibrant small to medium sized businesses poised to grow. This provides a unique opportunity for income splitting, retirement income planning, mentorship and exit planning for owner-managers.  In addition, business successors will require help in financing future growth, and strategies for adapting to change, including volatile business climates. Learn how to mitigate risk with sound financial planning for the business itself.

Participants will learn through a case study and peer-to-peer discussion approach and earn 10 CE/CPD Credits .  For more information please call 1-866-953-4769 or register using the buttons below:

              



OUR ILLUSTRIOUS KEYNOTE SPEAKERS:
 

Evelyn Jacks MFA, DFA-Tax Services Specialist			Larry Frostiak, FCA, CFP, TEP			Jenifer Bartman, CA, CMC
PRESIDENT, Knowledge Bureau One of Canada’s Top 25 Women of Influence, Author of 51 books, and Knowledge Bureau T1 Courses			Member, Joint Committee on Taxation of the CBA/CPA, Author of Knowledge Bureau T2 Course for Micro BusinessMember, Joint Committee on Taxation of the CBA/CPA, Author of Knowledge Bureau T2 Course for Micro Business			Author of Knowledge Bureau Succession Planning and Business Valuation Courses
ADDITIONAL GUEST SPEAKERS			IN TORONTO: THE FARBER FINANCIAL GROUP			NATIONAL:  INTUIT CANADA

EVERYTHING IS INCLUDED:

• Course Components:  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).
• CE Credits.   Earn a beautiful certificate and CE credits as follows:  Pre-Reading:  Earn 3.5 CE/CPD credits. In-Class Session:  Earn 6.5 CE/CPD credits.  Total 10 CE/CPD Credits
• Post-Session Online (Optional):  Earn 20 CE/CPD credits. T2 Professional Tax Preparation – Micro Businesses. One full course credit towards a Designation. Additional fee of $397.50 + taxes applies.
• Great Food!  The all-inclusive workshop fees also include lunch, coffee, and snacks courtesy of special guest sponsor TaxCycle.
• Outstanding networking & referral opportunities with leading advisors & sponsors.

¹Statistics Canada, Key Small Business Statistics August  2013.