2019 Advanced Personal Tax Update
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Take advantage of discounted rates for early-bird registration until January 10, 2019.
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OVERVIEW: 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 2019 for the 2018 filing year. 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).
APPROACH: 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.
Ideal for training new and returning staff working in independent tax filing firms, CPAs in public practice, financial services firms, public trustees, legal assistants, municipal officers, payroll and software companies who employ staff involved with any CRA remittances. Professionals may earn 10- CE/CPD credits and participate in important networking to build their businesses with relationships across the financial services.
WHY THIS IS ESPECIALLY TIMELY: There are significant changes on the 2018 tax return and new rules behind the lines that must be understood by professional who file returns or participate in the provision of tax filing information for their clients. Therefore, if you are working as a professional in the tax, bookkeeping or financial services, or are hiring people to do so for you, or are working as an executor or trustee for a deceased or vulnerable person, it is critical to know the 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.