Rowell Teaches T1135 and Other Audit-Prone Tax Issues

Tax audit season has begun and you need to be prepared to represent your clients with competence, confidence and a winning attitude by knowing what will be audited, what can be defended, and how to astutely position your advocacy for your client’s best after-tax position.

This presentation, which will embellish on sound practice management as well as the link to more satisfied clients, higher value propositions and higher billings in your year-round business, will top off an important professional development day.

• Audit Defence: Pre and Post Assessment
  • Refunds over $5000, T3012s, donation schemes
• Retirees:
  • Pension Income Splitting Issues
  • Rental Properties in Canada and the U.S.
• Investors: T1135s
• Family Business and Personal Services Corporations
• Registration of Tax Preparer Program

ALAN ROWELL, MFA, DFA- Tax Services Specialist

Alan Rowell brings over 35 years experience in the tax and financial services industries, specializing in working with, individuals and small to medium size businesses by providing accounting, taxation and business consulting services that are unique to each client. He has specific expertise working with financial advisors and their individual clients in bringing a tax perspective to investment, retirement and succession planning. He is recognized as one of Canada’s leading tax services specialists.

His accomplishments include completion of the MFA™ (Master Financial Advisor) and DFA-Tax Services Specialist™ designations. He is a Strategic Educational Partner with Knowledge Bureau and the lead instructor for Knowledge Bureau’s Audit Defence Bootcamp, a day-long professional development program aimed at empowering advisors to understand tax compliance rules and processes to better defend their clients with the CRA.

Alan is a regular commentator at CHCH–TV and has been featured in several national media interviews.

Since 1999, when Alan formed The Accounting Place, he has saved small business owners literally hundreds of thousands of dollars in income taxes through his savvy interpretations of the tax laws and his ability to help individuals and business owner’s structure, operate, and organize their financial affairs to their best overall advantage. 

Join Alan at the Distinguished Advisor Workshop in the following cities: Winnipeg - May 21, Calgary - May 22,
Vancouver - May 23, Toronto - May 26, Halifax - June 3. For full agenda and workshop details, click here.