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

2018 Advanced Personal Tax Update

*Note: Rideau Club - Men must wear jackets and collared shirts, no jeans please.

2018 Advanced Personal Tax Update

WHO SHOULD ATTEND?  :  The January Advanced Personal Tax Update provides a detailed refresher for professionals and their teams in the tax and financial services who will be preparing T1 returns in 2018.  It covers the new rules and forms for the 2018 filing season in detail, including how to maximize relationships with CRA and file audit-proof returns.

Profiles covered include families, singles, employees, retirees, investors (including new dividend taxation rules), real estate owners (including personal residence reporting) , and unincorporated small business owners (current, capital and restricted expenses are covered in depth including the new rules on CEC transitions).

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

Designed for the busy tax and financial professional these comprehensive one-day workshops are custom-designed to provide the most recent advanced updates from CRA, Finance Canada, Statistics Canada featuring noted speakers, writers and Master Instructors from Knowledge Bureau.

WHY IS THIS TIMELY? If you are working as a professional in the tax, bookkeeping or financial services and preparing tax returns, books or interacting with clients who need tax information to meet their filing requirements, it is critical to know personal tax changes for the current tax filing year.  Be better informed to answer questions about required documentation, tax compliance, tax planning for individuals and families.


  •  Course Components: This one‐day workshop is delivered by well-known industry experts and includes  a 300-plus-page Knowledge Journal that describes tax changes line-by-line for you to take home and use throughout tax season;
  •  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.
  • Great Food!  The all-inclusive workshop fees also include a lite breakfast, lunch, coffee, and snacks courtesy of our sponsors.
  • Special Reduced Tuition Fees for the Workshop - apply before January 10:  Early Registrants, Designates and Groups.  For more information, call 1-866-953-4769 or click here to register online.