Peer-to-Peer Learning is a Most Effective Way to Excel

There are so many tax planning changes being introduced for 2016 – 2017 that tax, bookkeeping or financial services professionals may have trouble keeping up with answers to their clients’ complex questions this year.

For these reasons, Knowledge Bureau is pleased to bring outstanding experts to discuss knowledge gaps in a vibrant peer-to-peer learning environment at the Distinguished Advisor Workshops, forming now till October 21.

Whether you are preparing tax returns, books or tax-efficient retirement and investment plans for your clients, it is critical to know personal and corporate tax changes for the 2016 tax filing year in order to discuss strategies and plan tax-efficient income as well as capital acquisitions and dispositions for individuals, families and multiple generations.

The outstanding keynote speakers have been selected for their experience, technical expertise and wisdoms in tax-efficient wealth planning for your clients.  Click here to check out agenda and workshop details.

The fall DAW workshop is designed for the busy tax and financial professional; focused on the most recent advanced updates from CRA, Finance Canada and Statistics Canada, it will provide thoughtful strategies for applying the numerous new rules and interpretations to compliance and planning scenarios for clients using cutting-edge technology.

Everything is included:

• Course Components: This one‐day workshop is delivered by well-known industry experts and includes a comprehensive Knowledge Journal of powerpoint notes and fact sheets that you will find to be a valuable resource back at the office;
• Research-based Knowledge:  Access to pre-reading in EverGreen Explanatory Notes, a comprehensive 800-topic online research library to prepare you for the comprehensive in-class session;
• Further Online Certification:  Option to continue your studies online post-session, and earn your MFA or DFA-Specialist designations.  Each workshop adds 10 CE Credits towards the 180 hour designation program;
• CE/CPD Credits.  Many advisors need professional CE/CPD Credits before year end.  Earn a beautiful certificate and a total of 10 CE/CPD credits for this session in total:  Pre-Reading:  Earn 3.5 CE/CPD credits. In-Class Session:  Earn 6.5 CE/CPD credits.  Most professional associations and organizations accept Knowledge Bureau certification for their CE/CPD requirements;
• Great Food and Networking!  The all-inclusive workshop fees also include a breakfast, lunch, coffee, snacks, and a networking wine-and-cheese reception at the end of the day, courtesy of our sponsors;
• Special Reduced Tuition Fees for the Workshop apply before October 21:  Early Registrants, Designates and Groups.  For more information, call 1-866-953-4769 or register online;

You just can’t miss this important series of Distinguished Advisor Workshops.

What our partners say:

“The reason Intuit partners with Knowledge Bureau is simple… the quality of the attendees! They are an engaged audience.”  Scott Zandbergen, Intuit Group Marketing Manager.

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