Take the Deep Dive: The Advanced T1 Professional Tax Preparation Course

Want a real tax challenge? Take the T1 Professional Tax Preparation – Advanced for more complex case studies and tax theory that tests and refreshes your knowledge. The true-to-life simulations help you identify changes in your tax software, too.

This comprehensive course covers the details behind the deductions, tax credits and tax calculations on the personal tax return with an emphasis on capital gains and losses, and registered and non-registered investment income sources. The course provides overviews of common and advanced client profiles, and gives students access to the dynamic commentary in EverGreen Explanatory Notes, by Knowledge Bureau.

We recommend that the Knowledge Bureau’s T1 Professional Tax Preparation - Basic course be completed before enrolling in T1 Professional Tax Preparation – Advanced or, at minimum, the student should have prior experience with personal tax preparation.

“I loved the course set-up,” said student Robert J. Smith. “I could work at my own pace and I could print off the assignments. This course, unlike CGA courses, did not treat me like a child by expecting an assignment each week. This course just gave me a deadline for completion and allowed me to work as quickly or as slowly as I deemed necessary.”

Students may use their own tax preparation software to complete the course. For those without tax preparation software, student versions of Intuit’s ProFile Premier, Dr Tax’s DT Max software and TaxCycle are provided with the course. Case studies will be done using available income tax preparation software, while planning scenarios involving current and future returns will be completed using the Income Tax Estimator from the Knowledge Bureau Toolkit.

Knowledge Bureau Distinguished Financial Advisor^TM - Tax Services Specialist Guillermina Cobian enjoyed the research component of the course:

“The course was an eye opener to the complexity of the Income Tax Act and it was helpful to be able to read the contents in EverGreen at the same time that I had the reference in case I wanted to research even more.”

The most highly professional tax practitioners are those who have excellent investigative skills (conducting the most exhaustive client interviews) and the best research skills (knowing when and where to look for help). We’ll show you how to do both and give you the most leading-edge tools in the marketplace to do so.

The T1 Professional Tax Preparation – Advanced course is a component of the Distinguished Financial Advisor^TM – Tax Services Specialist designation. For more information about the T1 Professional Tax Preparation – Advanced course, click here. January DAW attendees may purchase this course at a special reduced tuition fee until February 15. Please call to register: 1-866-953-4769.

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