Enrol Now: Outstanding Advanced Personal Tax Update Featuring Prolific Canadian Tax Experts

 

It’s time to shake out the cobwebs and sharpen your personal tax knowledge as you learn all the ins and outs of filing T1 tax returns in 2019, with a detailed line-by-line update that includes new 2018 forms and schedules from the CRA!  Canada’s most popular personal tax update for professional tax filers, bookkeepers, accountants, financial advisors and their teams is coming your way.  Don’t miss this highly anticipated annual tour coming to six cities in January.

  • Register by January 10 and take advantage of multiple attendee discounts - pay as little as $286 per person when you register 6 or more.  PLUS get free access to our comprehensive tax research library - EverGreen Explanatory Notes – throughout the tax season!  It’s an additional $165 value.

It all begins with a spell-binding keynote address by Canada's bestselling tax author of 53 books and award winning tax educator, Evelyn Jacks, President of Knowledge Bureau,  who will overview the recent fall economic statement and what's new for tax season 2019 from Finance Canada and CRA.  She will provide family wealth management and investment planning tips to embellish on your value proposition in filing 2018 tax returns.

Special guests include Knowledge Bureau Master Instructors and faculty members:  Walter Harder, BSc, RWM, DFA-Tax Services Specialist;  Alan Rowell, RWM, MFA, DFA-Tax Services Specialist;  (in Winnipeg, Toronto and Ottawa) and  Jos Herman, BComm, CPA, CA, CFP, TEP  (In Calgary, Edmonton and Vancouver).

The low, tax deductible tuition fees include all of the following:

  • The highly-prized Knowledge Bureau Advanced Tax Reference Journal, a comprehensive desktop reference featuring detailed but easy to understand tax theory behind all the lines on the T1 - including the CRA's 2018 forms and schedules.  You'll also receive interview checklists, wealth management planning tips, case studies and quick reference tables to save you time and money during the busy tax season.
  • BONUS - An additional $365 value - Access to Evergreen Explanatory Notes, an 800 topic personal, corporate and GST online reference library to keep you up-to-date on the most recent tax changes pre- and post-seminar.  This year, receive a three month free subscription to EverGreen Explanatory Notes to help you with tough tax research questions throughout the tax season.   PLUS!  Take $200 off your next online course with Knowledge Bureau.
  • 10 valuable CE/CPD credits
  • A handsome certificate of achievement to display so your clients know you have the most up to date tax knowledge to help them save money.
  • Lots of snacks and great food to keep you energized throughout the day.
  • Outstanding networking opportunities with professional financial advisors from the tax, bookkeeping, accounting and financial services.
  • A jam-packed agenda featuring line-by-line and profile-by-profile advanced personal tax updates.  Read what will be covered, below:

REMEMBER:  REGISTER BY JANUARY 10 FOR EARLY BIRD DISCOUNTS AND YOUR FREE TAX RESEARCH BONUS!

THE AGENDA:

STRATEGIC OVERVIEW ON TAX CHANGES FOR 2019 TAX SEASON
FOCUS ON EMPLOYMENT INCOME, DEDUCTIONS & CREDITS:

  • Employees and their deductions (T777) and credits
  • Commission sales people, sales, home office and auto expenses
  • Other employment deductions – TL2, tradespeople, artists, etc.
  • Families – child care and moving expenses
  • Students – income, deductions and credits


FOCUS ON PROPRIETORSHIPS – T2125 and schedules

  • Reporting sources of income:  fiscal year ends, consulting, professionals, retail with inventories, farming & fishing with inventory provisions and drought deferrals
  • Deductions:  full, restricted, mixed use, etc.
  • Net income:  with spousal partnerships, other partnerships
  • Time for sale or incorporation: transfer/sale of assets, terminal loss, recapture, rollovers other provisions
  • New capital cost allowance rules for 2018 -2027

FOCUS ON PERSONAL RESIDENCES

  • Principal residences and change of use (rental to personal, personal to rental).
  • Calculating rental income in Canada, income from second residences abroad
  • Principal residence exemptions, adventures or concerns in the nature of trade, residences as inventory
  • Farm properties, fishing boats and yachts, other Principal Residence disposition variations

ROUND TABLE DISCUSSION; CASE STUDIES HOSTED BY KNOWLEDGE BUREAU

  • Departure Taxes, Immigration/emigration, GRE Estates

FOCUS ON INCOME FROM PROPERTY & INVESTMENTS

Schedule 1  Dividend Tax Credits, Tax on Split Income, Minimum Tax,  Foreign Income

  • T1206, T691, T2209, T2036, T1135

Schedule 4  Compounding Investments, Insurance Policies and deductions (T2210)

Schedule 3  Capital Gains and Losses – Dispositions from Small business corporation shares, and deferral of eligible SBC shares, qualifying farms and fishing operations, and reserves (T2017), capital losses from reduction in Business Investment Losses,

  • Publicly traded shares, mutual funds, other securities (bonds, debentures, promissory notes),  real estate including mortgage foreclosures, conditional sales repossessions,
  • Listed personal use and personal use properties
  • Depreciable property including effect of new provisions – November 21, 2018.

FOCUS ON RETIREES:  COMMUTING DEFINED BENEFIT PENSION PLANS

New rules released on December 4 clarify the CRA’s position on tax treatment afforded to members of defined benefit pension plans who are commuting values into various pension options.  Review principles for advising clients who have questions about their pension options for 2019 forward, while explaining tax filing requirements for those who retired in 2018.  Also review tax filing requirements in the year of death.

  • Case study:  income reporting and deductions, income splitting, income layering
  • Case study:  reporting income on death of a taxpayer

Here’s how to Register:   Call 1-866-953-4768 or enrol online

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