Last updated: January 11 2024

Reserve Your Seat by January 15 for the CE Summit Advanced T1 Tax Update!

In just one week we’ll be discussing all the news pros need to know for tax season 2024!  There are over 120 tax filing and planning milestones, over 60 changes on the tax forms and schedules and 28 key legislative changes that will substantially affect tax planning in 2024. Check out the detailed agenda and register by January 15 to save on tuition fees. 

Learn how to approach the best filing outcomes for nine common household filing profiles and shake out the cobwebs to apply complex tax law to new economic issues driven by high interest rates, high inflation and new tax provisions that will increase taxes for your clients, amongst them, the anti-flipping rules on principal residences, short term rental reporting changes,  intergenerational business transfers, the UHT, and new tax credits and benefits.  

Plus receive you 430-page Knowledge Journal and Evergreen Explanatory Notes to create your full tax season professional reference library.


 

Register by January 15 to save $100 on single event tuition fees – save more when you bring 2 or more to the live virtual event (January 17) or the in person events Toronto (January 24) and Calgary (January 26).

Everything is included for this top tier Advanced T1 Tax Update to fully prepare you for the tax season including the CE Summit workshops – virtual and in person – and a full tax research library, hard copy desk top reference journal, and CE Accreditation. 

PART 1:  THE CE SUMMIT INSTRUCTOR-LED PRESENTATIONS & CE ACCREDITATION  – The Live/Virtual Event, occurs on January 17, 2024, and in person in Toronto on January 24 and in Calgary on January 26, featuring best-selling tax author Evelyn Jacks and special Guest Instructors with noted expertise in the Canadian tax industry.  The successful graduate of this virtual event is credited with 10 CE/CPD hours with Knowledge Bureau.  Third-party accreditors and professional organizations which provide CE Credits for this event include for accountants, CPA and for financial and insurance advisors ICM and AIC, FP Canada and MFDA.  

PART 2: THE CE SAVVY ADVANCED T1 TAX UPDATE CERTIFICATE COURSE – Completion of the CE Savvy Advanced T1 Tax Update Course Collection provides the successful graduate with an addition 20 CE/CPD hours please professional certification.  Bonus:  Together with the virtual CE Summit Presentations, the graduate of both components qualifies for a full course credit in the Knowledge Bureau DMA™ Personal Tax Services Specialist Designation Program

Online Course Completion Date Is May 6, 2024.

PART 3:  THE TAX TIP RESEARCH TOOLKIT.  This program includes all virtual resources including the online certificate course, Evergreen Explanatory Notes, Knowledge Bureau Discovery Calculators, recorded instructor presentations and Quizzes available for your use until completion date.   That means you’ll have up-to-date tax information at your fingertips throughout the tax season!

PART 4: YOUR COMPREHENSIVE LINE-BY-LINE DESKTOP REFERENCE.  All students who met the early registration deadline for this program will receive this highly coveted hard copy reference book, affectionally known as the Knowledge Bureau’s “Tax Bible”.