Agenda and Workshop Details* Subject to change. Please come back often as new speakers and topics will be added.
|7:45 - 8:00||
Registration and Coffee
|8:00 - 9:15||
Evelyn Jacks, President, Knowledge Bureau, MFA™, DFA-Tax Services Specialist™
FEDERAL BUDGET 2017 ANALYSIS
Reporting on the latest private sector forecasts and compliance trends, this session then moves on to a detailed analysis of the effects of the 2017 Federal budget on personal tax planning as well as the details of previous budgets with implementation requires in 2017 and beyond, with Canada’s most trusted tax educator, Evelyn Jacks, President, Knowledge Bureau, MFA™, DFA-Tax Services Specialist™
|9:15 - 10:30||
Dean Smith, Partner, Cadesky Tax
CROSS BORDER TAXES: The Trump Factor: What’s Changing and How It Affects Canadians and U.S. Citizens living in Canada
Tax and Financial advisors need to pay attention to cross border taxation issues for Canadian clients who have real estate or financial assets in the U.S. and for U.S. Citizens who live in Canada or face the real possibility of legal action for their omissions. This session will clarify the rules and allow for questions and answers from one of Canada’s most experienced cross border tax experts, Dean Smith, CPA, CA, Ph.D., CFP, TEP, Partner, Cadesky and Associates LLP.
THE COMPLIANCE MATTERS
THE TRUMP TAX CHANGES
|10:30 - 10:45||
|10:45 - 12:30||
CROSS BORDER CONSIDERATIONS: Non-resident & Resident Aliens
FOCUS ON CANADIAN OFFSHORE INVESTORS:
PROACTIVITY: What advisors need to know and do this year
|12:30 - 1:00||
|1:00 - 1:30||
Brought to you by Intuit Canada
Partner Presentation with Intuit
|1:30 - 2:45||
Jenifer Bartman, CA CMC
NEXT GENERATION CONTINUITY PLANNING
In this session, you will learn how to prepare your clients who are transitioning their businesses to the next generation of leaders and/or preparing their business for sale. Tax and financial advisors can be of significant help by guiding them in the direction of formal business continuity planning.
Learn how to address key issues your clients should be considering, including:
The continuity of these companies could depend on your help: it’s your opportunity to differentiate your services from others.
Jenifer Bartman, CA, CMC, is the lead instructor and author of four certificate courses in the Knowledge Bureau’s Master Financial Advisor Designation Program in succession and business planning and five certificate courses in the new Executive Business Builder Designation Program.
|2:45 - 3:00||
|3:00 - 4:00||
BUILDING BUSINESS CONTINUITY PLANS
Every business needs a formal plan throughout its lifecycle, for focused decision making, as well as in preparation for its exit and/or transition. This session will discuss the sound guidelines that business owners should use to develop such a plan and other value building considerations, including:
|4:00 - 4:30||
PEER-TO-PEER BUSINESS LEADERSHIP
Great companies are led by innovative leaders who set the strategy, develop the culture, engage all the stakeholders to the success of the enterprise in a focused direction to get results. Hear from your peers on how they have built their great companies and get fresh ideas on how to mentor and challenge your employees to think bigger as a team so you can together build the organization of the future.
|4:30 - 5:00||
Brought to you by Knowledge Bureau
NETWORKING WITH YOUR PEERS - CERTIFICATION CELEBRATION:
Wine and Cheese Reception
NON-VERIFYABLE CREDITS – 3.5