Introduction to Personal Tax Preparation Services

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.

Basic Bookkeeping for Business

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.

Knowledge Bureau Distinguished Advisor Workshops
For Tax, Accounting and Financial Advisors

Sessions run from 8:30 am – 12:00 noon and 1:00 pm – 4:30 pm,
Registration and seating begins at 8:00 a.m.

November 2010: Tax and the Business Owner

This comprehensive tax planning workshop will provide tax efficient strategies for employees, business owners and the self employed.

Agenda

January 11-27, 2011: Annual Line-by-Line

T1 Tax Update: ALL TAX, ALL DAY

Line by Line Tax Update: We heard from you and we listened, that's why this workshop is now ALL TAX, ALL DAY!

SEATING IS LIMITED—AND PROVIDED ON A FIRST COME, FIRST SERVED BASIS.

DON'T BE DISAPPOINTED. ENROL BEFORE JANUARY 10.

Shake out the Cobwebs: Get ready for the busy 2011 tax season in this fast paced workshop focused on changes in tax planning strategies, 2010 T1 tax forms and compliance. It's guaranteed to "shake out the cobwebs" as we walk you through a line-by-line update of the T1 Tax Return. It's ALL TAX, ALL DAY—and it’s going to be fun!

Review Forms and Dark Horses: Understand the most recent changes in new tax forms and schedules, including the theory behind the changes, and refresh your memory on "dark horses" and "tax trivia"—two popular features of this workshop.

Cover A Breadth of Topics: In addition to the personal tax updates we’ll review the latest economic news from the Department of Finance and the Bank of Canada and cover changes for Corporations, Partnerships, and Proprietorships.

Top Notch Instructors: Joining us again will be top notch instructors from the Knowledge Bureau Team across the country—and we invite your questions and interactive participation.

Comprehensive Reference Journals: Comprehensive reference materials you can take home to use in your office throughout the tax season, as well as new checklists and techniques for accurate tax preparation are provided.

Extremely Well Reviewed! For reviews of previous events, click here —and please do send them along to a colleague in your inter-advisory team. We appreciate your referrals.