If you don't know tax, you're missing double digit returns in your plans for Real Wealth Management™ with your clients.
In an Introduction to Personal Tax Preparation Services, students learn the process for professional T1 income tax preparation as well as the five basic profiles that are the foundation for the preparation of most personal tax returns. The course will train you or your staff on tax preparation services and includes the latest tax changes for the upcoming tax year. Professional tax preparation and research software is included as one of the course components.
Numerous true-to-life case studies are also provided to teach the participant to confidently prepare a broad range of personal tax returns at an average complexity level.
Most important, this course will introduce you to a proven process for consistently accurate tax preparation services with a professional client interview and documentation management system. Plus it provides you with a thorough understanding of computerized tax preparation using professional tax software and how to research tax questions using The Knowledge Bureau's EverGreen Explanatory Notes, all included with the program.
Bookkeeping, for some, is like learning a complicated foreign language. The Knowledge Bureau has translated all you need to know to confidently prepare books in a computer-based double entry bookkeeping system.
This course will teach you the accounting principles you need to know to maximize the use of your Simply Accounting software. The benefits are substantial: use your new credentials to find a new job, earn a second or independent income, earn more money at your existing employer, start your own independent business as a certified bookkeeper or train new staff to keep books and records in line with tax department requirements. Become the certified professional who knows how to use Simply Accounting to set up a proper double entry bookkeeping system for a small business, analyze and report transactions within the accounting cycle to the business owner and prepare financial statements ready for tax preparation and review by the accountant.Learn what accounts the transactions you process belong to, making astute data entry decisions on how to process a large variety of transactions for small to medium sized businesses. In addition, learn how to properly prepare bank reconciliations and simple payroll. Detailed guidance to using Simply Accounting is included.
This course is designed in a practical format and will help an advisor become a valuable resource to their clients in the succession planning process. Key concepts include understanding the importance of succession planning for the business and key positions within the business; role and financial issues, from both the business leader and successor perspective; succession plan implementation; addressing the impact of succession on employees and the business as a whole; and succession of the business to third parties.
This course is designed in a practical format and will help an advisor become a valuable resource to their clients when considering business valuation issues. Key concepts include understanding the notion of value, company specific and market based approaches for estimating value, the key stages of the business transaction process, value and investment transactions, and the implications of financial performance on value.
Canadians are becoming more philanthropic; giving more every year to causes that are important to them, but there is today a major change in the world of philanthropy—people want to be in control of how they give. They are holding the organizations accountable for the money and want to see how it is managed. They’re becoming far more demanding in wanting to maximize the impact of their donations. This course is to assist financial advisors who want to ensure their clients’ gifts complement their overall wealth management strategy in a tax-effective manner.
This leading edge program is designed to provide structure and process for those interested in tax efficient retirement income planning. This coursecovers a holistic retirement income planning process which will result in the student acquiring the skills to do the following:
Understand retirement readiness planning for lifestyle objectives.
Understand recent tax changes relating to personal, corporate and trust taxation, pertinent to the creation of tax-efficient retirement income planning
Use an assessment tool around which to structure pre- and post-tax retirement income needs and discuss ongoing results: the Net Worth Statement
Establish a long term strategic “real wealth management plan” based on needs for tax efficient income as well as after-tax capital preservation, growth and transition;
Establish action plans for a long term tax efficient retirement income planning approach around the specific phases of retirement
Work with structures specific to planning for business owners including the distribution of funds from an operating company, holding company and family trusts in developing retirement income plans
Understand specific retirement income planning approaches for executives.
In addition, tax efficient strategic philanthropy will be introduced.
This leading edge program is designed to provide structure and process for advisors interested in specializing in tax efficient investment income planning. This is a skillset in great demand today by investors who entrust their savings to their professional advisors. The affluent seek credible, trusted, and expert solutions to their investment strategies and expect to work with professionals who can increase returns with tax efficiency.
Competent wealth managers are in high demand but few possess the skills and the processes for delivering this important service. Learn the elements of Real Wealth Management, and how easily they can be integrated into your professional practice. This defined process for building relationships with your clients will enable joint decision-making that results in the creation of sustainable wealth through the execution of tactical plans for the accumulation, growth, preservation and transition of capital on a net, after-tax basis.
Markets are volatile and taxes continue to be the largest single lifetime expense for affluent households. More than ever, clients expect to receive advice that is relevant for the times, their overall plans for life. They are looking for a "wealth manager" to connect the dots between the "silos" of expertise they may be paying for. Above all, they are looking for someone they trust to provide direction for making important financial decisions about their income and their capital, for now and in the future. This course shows advisors how to do so
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