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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. Ideal for training new and returning staff, professionals may earn 10- CE/CPD credits and participate in important networking to build their businesses.


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

Theme - After the Budget - Retirement and Estate Planning

Join Canada’s most trusted tax experts with keynote Evelyn Jacks. This workshop provides everything you need to know to confidently provide the right answers, with a minimum of non-productive research time.

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

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


November 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 including Insurance Councils and Knowledge Bureau.

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


January 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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