Special Opportunity for New & Returning KB Students

Earn new credentials as a trusted advisor in the tax, financial and bookkeeping services. Until August 31, take any 2 Certificate courses for just $995!

Use code: 21AUG or call 1.866.953.4769.

Choose from the following programs:

DFA-TAX SERVICES SPECIALIST™

PERSONAL TAX SERVICES

Overview

With your specialization in personal tax filing, you’ll provide sound guidance on how to save money on a broad range taxpayer profiles, helping families with their tax filings and their goals to accumulate, grow, preserve and transition wealth with tax-efficiency.

• Professional Income Tax Course - Entry Level
• Professional Income Tax Course - Advanced Level
• Filing Proprietorship Returns
• Filing Final Returns at Death
• Filing T3 Returns
• Canada - U.S. Cross Border Taxation

DFA-BOOKKEEPING SERVICES SPECIALIST™

BOOKKEEPING & PAYROLL SERVICES

Overview

This program is designed for the bookkeeper who wants to move beyond data entry services to provide sound professional advice on the flow of financial transactions – from banking to financial statement preparation and tax reporting – to help build enterprises that are scalable because they encompass both compliance and tax planning for owners and their employees.

• Bookkeeping in a Digital World
• Advanced Payroll for Small Business
• Pandemic Relief Provisions
• Budgeting and Forecasting for Small Business
• Accounting for Multiple Business Profiles
• Advising for Business Growth and Transition

MFA™-BUSINESS SERVICES SPECIALIST

CORPORATE TAX SERVICES

Overview

Help clients understand why incorporation may provide tax and wealth management benefits and the assist with their corporate tax filing requirements. This specialized training will help you contribute to decision-making about business structure, remuneration strategies, and investment planning both inside and outside the corporation.

• Corporate Tax Filing Fundamentals
• Bookkeeping in a Digital World
• Incorporated Professionals
• Tax Planning for Corporate Owner-Managers
• Understanding Business Valuation
• Advising Family Business

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  MFA™-PENSION & ESTATE SERVICES SPECIALIST

  RETIREMENT SERVICES

Overview

Assist clients with strategic retirement and late-life planning, applying tax-efficiencies to the creation of income in retirement and the transfer of assets at end of life. 

Planning for couples and families is emphasized.

• Personal Pension Planning
• Investment Tax Strategies
• Tax Efficient Retirement Income Planning
• Succession Planning for Owner-Managers
• Behavioural Finance in Risk Management
• Planning with Trusts