Tax and Financial Advisors Drill Down at DAW

The most recent Distinguished Advisor Conference tour saw an unprecedented level of deep thought on the integration of the Canadian personal, corporate and trust tax structures as the sustainability of family wealth was under scrutiny in Toronto, Winnipeg, Calgary and Vancouver.

Comments from the delegates included the following, as the tour wrapped up in Calgary:

“I love that KB is always able to offer strategies that combine both personal and corporate ideas.  Keeps me up-to-date on changes, as well as offers great discussions with peers.”  J. Morgan

“Most beneficial and informal seminar I’ve been to.”  C. Losing

“Great tips on property disposition, overall review of budget, upcoming changes.”  W. Jones 

“Knowledge Bureau is the most organized education provider in the area of wealth and tax.” S. Greenley

“I seem to always pick up great tips and information (and) the specific knowledge to work with HNW individuals.”  D. Strankman

“What I liked best was the tax-efficient transfer of assets to the next generation/legacy (topics).”  M. Belo

“What I liked best was the marketing tips (Thank you).”  J. Mott

“I enjoyed the energy and knowledge of all the speakers; highly informative and helpful.”  J. Mitchell

“This tax workshop/seminar is essential to tax practitioners.”  T. Hitchman

Now is the time to sign up for the 2017 Educational Calendar at Knowledge Bureau.  Delegates to the Distinguished Advisor Workshops can reserve the entire trio of events – January, May and November 2017 – at half the regular tuition fees and enjoy first-come, first served priority registration services.  Please contact Knowledge Bureau at 1-866-953-4769 or register online at www.knowledgebureau.com.

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