Written by noted tax expert Evelyn Jacks, this is a course designed to help you be the most highly professional tax practitioner with excellent investigative skills (conducting the most exhaustive client interviews) and the best research skills (knowing when and where to look for help), using the power of The Knowledge Bureau’s EverGreen Explanatory Notes to do so. This course picks up from the Introduction to Computer-Based Personal Tax Preparation to dig deep on a line-by-line basis to the details professional tax preparers need to know to accurately prepare a broad range of more complicated personal tax returns. This course includes tax changes for 2009 and known changes for 2010.
Have fun preparing actual tax returns on true-to-life case studies using 2009 tax preparation software.
This fast-paced tax update is focused on the needs of experienced tax professionals or financial advisors with a higher level of existing tax knowledge, or those who need to ensure their new staff can confidently step in to handle new and returning clients. T1 tax filing experience is an asset during your busy season, and if you or your staff can’t get enough of it in time, the EverGreen Challenge 2010 Course from Knowledge Bureau is the answer.
If you are charged with the preparation of corporate income tax returns you need to be confident in the process and your skills. This course will provide you with an understanding of the businesses issues and tax options that underlie the taxation of corporate income, so the return can be prepared accurately – minimizing tax and identifying planning opportunities on a timely basis.
The student prepares an actual return in stages through the completion of seven case studies in the ten chapter course, using ProFile or DT Max T2 software and learns to understand the integration of the personal and corporate tax systems as well the basics of family income splitting, owner-manager compensation options and planning for the use of the capital gains deduction.
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.
More and more Canadians are “leaving the rat race” to begin their own businesses. Others face job loss with current economic times and turn to entrepreneurship as an economic alternative. Tax planning is most important to maximize the self employment opportunity. This practical course features a look at the tax filing and planning concepts unique to the unincorporated small business owner. The student will learn how to:
Recognize the Key Reasons Canadians Pay Too Much Tax
How To Tax Cost Average
Start a Tax-Efficient Small Business
Write Off More Deductions Without Significantly Changing Lifestyle
Unincorporated small businesses have tax preparation and planning requirements that are unique. This course gives you access a broad range of proprietorships including sole proprietors, partnerships, farmers, fishermen, and professionals. You will learn how to complete income statements, capital cost allowance schedules, auto and home workspace schedules and other unique calculations specific to the profile, using the most recent tax laws, and budget proposals.
Using CRA’s prescribed forms, you will prepare short answer questions and case studies featuring a variety of unincorporated business enterprises to enable an understanding of the tax preparation and planning options for unincorporated small business owners, including income splitting with family members and the building of both revenues and equity for future tax advantages.
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