CE Credits


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2020 Advanced Personal Tax Update

Take advantage of discounted rates for early-bird registration until January 10, 2020.

Prefer a personal touch? Call toll-free 1-866-953-4769 for a personal consultation.

OVERVIEW:  The CE Summits - January Advanced Personal Tax Update provides a detailed refresher for the  multi-advisory team that will be helping Canadians file T1 returns in 2020 for the 2019 filing year. The full day workshops, featuring leading Canadian tax experts, covers the new rules for the 2019 filing season in detail, but also, how to maximize new relationships with CRA in the midst of rapid technological and compliance changes.

Profiles covered include families, singles, employees, retirees, investors, real estate owners (including personal residence reporting), and unincorporated small business owners.  A review of new provisions for CPP remittances and often audited taxable and tax-free benefits will be featured.

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.

WHO SHOULD ATTEND:  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 2019 tax return including new Climate Action Incentives that must be understood by professionals who file returns or financial advisors who 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.