Missed the DAW? Three Ways to Catch Up

Knowledge Bureau has just wrapped up another successful Distinguished Advisor Workshop (DAW) tour, the annual Advanced Personal Tax Update. If you were unable to attend, Knowledge Bureau has a few options for you to update, train staff and get your CE Credits.

You can purchase the DAW Knowledge Desk Journal, called the “Tax Practitioner’s Bible” by many DAW attendees. This is a 300-plus-page workbook that includes everything you need to know about filing T1 returns in the 2016 tax season, including a line-by-line guide of tax theory that will enable a more productive and complete tax interview with your multi-generational clients. This valuable resource, a “must-have” in every professional tax and financial services office, is now available online at a cost of $395 plus taxes. Or, call 1-866-953-4769 and order your copy today.  Topics included:

• Trends in Real Wealth Management: the Millennials, the Boomers and Newcomers
• What’s new at the CRA and Department of Finance

• Tax filing milestones and detailed summaries of changes behind the scenes on the T1 for 2015
• Provincial Tax Change Roundup
• Refresher: Attribution, Family Income Splitting and Transfers of Assets to a Corporation
• Also included: an electronic copy of PowerPoint presentations

The second option is taking part in Knowledge Bureau’s Distinguished Advisor Video (DAV) series. The DAV online video series is perfect for those who wanted to attend the workshop, but just couldn’t get out of the office. It is a new, convenient, online learning opportunity: continuing professional education on video – a great new way to earn 6 CE/CPD Credits.

Log in today to the Distinguished Advisor Video series, then sit back and relax, listen and learn.
Tuition fees are only $495 plus taxes. Register now by calling 1-866-953-4769 or go online. Components of the DAV include the DAW PowerPoints, DAW online video series with leading speakers in the industry, and testing and certification. The 2016 Advanced Personal Tax Update series will be available Feb. 15 to May 15.

The final option is to take the Tax Services Specialist designation. Featuring professional course development and direction by Canada’s most trusted tax and financial educator, Evelyn Jacks, and a team of outstanding tax professionals with decades of experience in teaching tens of thousands of tax professionals, this designation will increase your knowledge not only in the area of T1 professional tax preparation, but also in cross-border taxation, final returns on the death of a taxpayer, and our T2 Micro course.

Knowledge Bureau has you covered when it comes to continuing your financial education and helping you build a qualified team of advisors you can trust. Call us today for assistance in custom-designing your professional education program: 1-866-953-4769.

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