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Distinguished Advisor Workshops


Designed for the busy tax and financial professional, these one-day workshops are custom-designed to provide the most recent advanced updates from CRA, Finance Canada and Statistics Canada, and to provide strategies for applying new rules and interpretations to compliance and planning scenarios for clients using cutting-edge technology. Distinguished Advisor Workshops are delivered with three components: pre-reading, in-class session, and a post-session online course component at a special price, only for DAW attendees. Participants will earn a beautiful certificate and 10 CE Credits.


Mark Your Calendar Now. Take All Three Workshops and Save 50%!

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May 29 to June 6, 2017 - Knowledge Bureau - Distinguished Advisor Workshop Tour - Spring Session.

Theme - After the Budget - Retirement, Estate and Cross-Border Planning

If you are working as a professional in the tax, bookkeeping or financial services, it is critical to know the upcoming federal budget changes and their effect on personal, corporate and cross border planning in 2017, 2018 and beyond..

Included: a comprehensive reference desk manual to keep this cutting edge information at your fingertips!

“In this volatile year in the global economy and financial markets, it’s critical to learn new strategies for investment and retirement income planning in light of the most recent federal budget. This workshop will provide the detailed provisions, analysis, and potential strategies to help you add more value sooner, to your client relationships,” says Evelyn Jacks, President of Knowledge Bureau and host of the workshops.  “We are also pleased to travel with Mr. Dean Smith, partner with Cadesky Tax this spring, to help advisors better understand US-Canada tax matters – a big issue in compliance for many clients.”

May 29, 2017
May 30, 2017
May 31, 2017
June 1, 2017
June 5, 2017
June 6, 2017


November 21 to November 29, 2017 – Knowledge Bureau – Distinguished Advisor Workshop Tour - Fall Session.

Theme – Year End Investment & Business Planning

with Evelyn Jacks and Expert Guest Instructors.  The first focus is on increasing value propositions with astute, tax-efficient planning for individuals and families in the 2017 tax year; the second, on the role of tax accountants and financial advisors in delivering better results as a team.  Earn 10 CE Credits from most accreditors and Knowledge Bureau.

Nov. 21, 2017
Nov. 22, 2017
Nov. 23, 2017
Nov. 24, 2017
Nov. 28, 2017
Nov. 29, 2017


January 18 to January 26, 2018 - Knowledge Bureau - Distinguished Advisor Workshop Tour - Winter Session.

Theme – 2018 Advanced Personal Tax Update

Join Canada’s most trusted tax experts with keynote Evelyn Jacks in this advanced Personal Tax Bootcamp for tax and financial advisors.  You and your team will be ready for the busy tax season with Knowledge Bureau’s famous line-by-line: Advanced Personal Tax Update theme, featuring the invaluable “Tax Bible”. . .a prized desk-top reference of over 300+ pages and hundreds of tips to have better conversations with your clients about their 2017 taxes.  The objective:  paying only the correct amount of tax, but no more.

Jan. 18, 2018
Jan. 22, 2018
Jan. 23, 2018
Jan. 24, 2018
Jan. 25, 2018
Jan. 26, 2018



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