The New CE Summits are still the “Best Ever”!

Back in June, we told you that our popular Distinguished Advisor Workshops (DAW) were being renamed to CE Summits to bring you even more expert ideas. In case you missed it, here's everything you need to know:

In case you took off early for summer vacation and missed our original article, Knowledge Bureau’s New CE Summits: The Distinguished Advisor Workshops have a new name and a new focus! Here’s the new logo: What do you think?

Join us for expert ideas from outstanding thought leaders as we travel to a city near you to discuss all the latest trends in the tax and financial services. Plus, take part in outstanding networking and mentorship opportunities as you build your career and your business to new heights! 

Here’s what you can look forward to at the fall session:

Fall 2017 CE Summits - November 21, 22, 23, 28: Business Owner Clients Need Your Help! With much higher taxes on dividends and personal taxes, shrinking of opportunities for voluntary compliance and punitive new real estate audits, it seems like there is no place to hide from the taxman! Get inspired and build your confidence to help your clients more assertively with these new realities as we bring expert ideas to you this fall.

Learn how to build a strategic tax minimization plan using all the provisions available under the law, as we discuss family business issues to shore up year-end planning for tax year 2017. You’ll also learn to help your clients with a needed service in anticipation of higher interest rates: debt and cash flow management. Get your clients ready for tax season 2018 – leave armed with new year-end tax savers and a thorough review of all the tax changes anticipated on the 2017 tax return.

You still get all the wonderful benefits you have come to expect for your low tuition fees – which qualify for a tax credit, as you know. And you’ll still earn 10 CE credits. But you’ll love our new format in which you’ll learn important technical and business tips from enthusiastic business builders just like you who. Plan now to attend, learn and share knowledge and experiences. And don’t forget your business cards!

Register for all three summits by September 29 and save the most, or enroll in two for a really outstanding rate too. But the lowest tuition – and the most fun – can be had if you book a table of six – only $246 per person! So, get your colleagues and associates together now for this amazing learning opportunity!

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