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.

• 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.

Early bird registration ends October 31. 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.

TaxCycle Suite Tour

TaxCycle professional tax software suite has everything you need for a modern Canadian tax practice. Prepare T1 personal, T2 corporate, T3 trust, T5013 partnership and T3010 charity tax returns, as well as T4, T4A, T5, and T5018 t-slips. Go paperless with DoxCycle to quickly scan, import and organize client source documents and receipts into PDF archives. All at a great price to fit your practice! Visit www.taxcycle.com/trynow to download a free trial today.

To see TaxCycle and DoxCycle in action, register for the fall seminar tour. Early registration for only $119 per person ends on Oct. 17 (reg. $149). Don’t miss out. Reserve your spot today.