Mark Your Calendar: October/November CE Events

Fall is the perfect time to focus on professional development. Take advantage of a number of upcoming live events and earn valuable CE credits with Knowledge Bureau.

Attorney School – Bring Power to Your Clients (4 CE credits)

Especially for Financial Advisors and Bookkeepers and their clients; members of the general public who have agreed to fulfill the role of Power of Attorney for a loved one.

• October 25 – Regina
• November 29 – Toronto

Undertaking the role of Power of Attorney for a loved one can be overwhelming, especially if you don't know where to start.

Help empower your clients that have agreed to be a Power of Attorney with Attorney School. This excellent advisor-client event will help prepare your clients for their role through 8 critical steps. You and your clients will come away from this workshop with guidance from the writers – top lawyers in the field who will answer your questions and help clarify the role of Power of Attorney.

Register by October 10 to secure early-bird fees. For more information and to enrol, call 1-866-953-4769 or visit the online event page.

DAW – Year-End and Business Succession Planning (10 CE credits)

Especially for Tax Practitioners, experienced Bookkeepers, Financial Advisors, and Owner-Managers.

• November 3 – Winnipeg
• November 4 – Toronto
• November 5 – Calgary
• November 6 – Vancouver

The number of family businesses in Canada is growing! Yet, there are real issues around succession readiness, business valuation and the financing of heirs that advisors and their clients need to be discussing now.  Here’s why this is a must-attend event:

• Learn how to expertly advise business owners about year-end tax planning and the best way to manage after-tax family income and the investment in the family business to meet future goals.
• Gain the trust of business owner clients through meaningful conversations about strategic planning for the family business, how to transition the business from one generation to the next, and how to value the business so that the most advantageous financial result can be achieved on succession.
• Learn from top advisors with specialized expertise in small business year-end and succession planning.

Secure early-bird rates when you register by October 31. Group rates also available. Click here for detailed agenda and to register online, or call 1-866-953-4769.

Distinguished Advisor Conference 2014 (up to 14 CE credits)

Especially for Wealth Advisors and experienced Tax Practitioners.

Limited spots are still available to join us November 9-12 in Horseshoe Bay, Texas. Find the sweet spots in wealth management. DAC is an incomparable education experience that provides perspective and insight from 21 outstanding thought leaders in the tax and wealth advisory industries. View the detailed agenda and speaker line up.

Contact us by October 15 to guarantee your spot – 1-866-953-4769 or email registrar@knowledgebureau.com.

Canadian Accounting Technology Show

The first Canadian Accounting Technology Show will be held November 6-7. Co-presented by the Association of Professional Accounting & Tax Consultants (APATC), Steve McIntyre-Smith and Smithink 2020, it is being held at The Four Points by Sheraton Toronto Airport on Airport Road. For more details, visit the APATC website.