RSVP Now: Year-End Tax Planning & Advanced T1 Tax Update

It’s enough to make some Canadians question “Should we stay or should we go?”  Knowledge Bureau President Evelyn Jacks is pleased to welcome cross border expert Sharon Conrod and Financial Post tax columnist Kim Moody to help decipher how new capital gains inclusion rates, the AMT on donations, family business succession rules and cross border taxation all will be changed for year end tax planning 2024.  Doug Buss will bring it all together from a Real Wealth Management perspective as the virtual event closes with retirement planning issues for 2024 and 2025.  

Disillusioned taxpayers who may be considering a move to the United States or other jurisdictions may want to consider some of the obstacles.  Sharon’s presentation will be enlightening, and in some cases, eye-opening.  Consider:

• *Recent tax changes in the US:  Tax Cuts and Jobs Act (sunset 2025, Cares Act, Secure Act, IRAs)  

The CE Savvy Summits are comprised of a live virtual educational event on November 6 plus a 5 chapter online course (which you can take up to 3 months to finish).  Students graduate with a Certificate of Achievement from each Summit and earn 15 CE Credits from Knowledge Bureau, FP Canada and MFDA as well as insurance councils.

The Advanced Year End Tax Planning Online Course that accompanies the November 6 live virtual event, includes the recorded sessions from the event plus the PowerPoints to refer back to while you study.  The course features these topics:

CHAPTER 1             Year End Tax Planning - Integrating 2024 Tax Changes                 

CHAPTER 2             Residency, Immigration and Emigration       

CHAPTER 3             Snowbirds           
 

CHAPTER 4             Owning Property as a Non-Resident (UHT & Trust Rules)

             CHAPTER 5             Canadians and US Investments                         

Tax deductible tuition fees also include complimentary access to EVERGREEN EXPLANATORY NOTES RESEARCH LIBRARY.

“Knowledge Bureau is in the forefront of the industry… it is a game changer,” says Stefanie Keller, CFP®, RWM™ and CEO of Stellar Wealth and Tax Solutions in Winnipeg.

So mark your calendar to join us on November 6 – it may be the most important year end tax session you’ll attend in your business career!  Don’t miss this opportunity to prepare your clients to save money before the busy 2025 tax season.  It’s also a great way to prepare your new and seasonal staff returning to help.

Best Pricing:  Register Here for the Diploma in Advanced Family Tax Compliance (4 CE Summits). 

New! Earn your diploma in Advanced Family Tax Compliance.  Take all four of the CE Summits for the very best education for seasoned tax and financial advisors at the very best tuition fees. Jump in to study anytime with the Next Upcoming CE Summit to get you started:

The Virtual Events: 

• November 6 Year End Tax Planning
• January 15 Advanced Line-by-Line T1 Tax Update(check out live events Jan. 14, 16, 17, 18)
• May 21 New Federal Budget, Retirement and Estate Planning
• September 21 Audit Defence

Best Deal:  Take the Diploma in Family Tax Compliance Program – sign up for 4 events – cost $340 each.  Register here

Team Rate:            2 or more people at a single event:  $390

One Event:             $790 each              Register here (see VIP rates below).  Save by registering before early deadline

VIPs:                         Designates            Save $200              Prior Grads Save $100

Regular fees          $790 per event     Fees payable after early bird deadline, non-grads, single enrolment.