CE Credits
Knowledge Bureau - 3.5 CE/CPD Credits - Non-Verifiable
Knowledge Bureau - 6.5 CE/CPD Credits - Verifiable


Workshop Catalogue

Post Budget Action Strategies for Tax and Financial Advisors

Post Budget Action Strategies for Tax and Financial Advisors


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WHO SHOULD ATTEND:  This Advanced Tax Update detail from the most recent Canadian Federal Budget (February 27, 2018) and the U.S. Tax Reforms.  Tax and financial advisors working with high net worth clients, including executives, professionals and family business owners should be in attendance. The workshop, which is tax deductible and includes accreditation for 10 CE/CPD Credits from various accreditors including Insurance Councils, covers the new rules and anticipated changes to compliance and tax audit procedures for 2018 and beyond.  In particular, implications of tax change for family income splitting, taxation of passive income in private corporations and investors with assets in Canada, U.S. and abroad will be covered.  Advisors will learn how to maximize relationships with CRA and the IRS and participate in peer-to-peer discussions about the implications of change.

WHY IS THIS TIMELY? A new element of tax risk and uncertainty has been introduced by Finance Canada over the past year.  Now being legislated, controversial tax reforms on both sides of the boarder will impact Canadian investors and retirees more significantly than ever before.  Be better informed to answer questions about the tax changes, and from a client point of view, what tax planning strategies and documentation will be required to manage family financial efforts.  Meet your best interest duties and increase your value proposition with deep and broad knowledge of the issues.

CE Summits are delivered with three components: pre-reading, in-class session, and a post-session online course component at a special price, only for CE Summits attendees. Participants will earn a beautiful certificate and 10 CE Credits as described below.


  • Course Components: This one‐day workshop is delivered by well-known industry experts and includes  a comprehensive reference desk manual to keep this cutting edge information at your fingertips!
  • Access to pre-reading in EverGreen Explanatory Notes, a comprehensive 800-topic online research library to prepare you for the comprehensive in-class session
  • Option to continue your studies online post-session.
  • CE/CPD Credits.   Your clients will appreciate your investment in your updated knowledge.  Earn a beautiful certificate and a total of 10 CE/CPD credits:  Pre-Reading:  Earn 3.5 CE/CPD credits. In-Class Session:  Earn 6.5 CE/CPD credits.  This workshop also qualifies for Insurance Council and IIROC Credits (CECAP), as well as 10 credits towards the DFA-Tax or Bookkeeping Services Specialist™ or MFA™ Designations.  Most professional associations and organizations accept Knowledge Bureau certification for their CE/CPD requirements.
  • Lots of great food and networking opportunities.
  • Special Reduced Tuition Fees for the Workshop - apply before May 15:  Early Registrants, Designates and Groups.  For more information, call 1-866-953-4769 or click here to register online