RSVP Now: January Advanced Tax UpdatePosted: November 27, 2018
Posted in: Strategic Thinking, Personal Tax, corporate tax, t1 tax preparation, tax changes, income splitting, CE summits, Morneau, Fall Economic Statement, tax workshops, advanced personal tax update, T1 tax returns, Climate Action Incentive Payment, Finance Minster, Tax on Split Income rules
It’s time to shake out the cobwebs and get ready for tax season. If you are a tax or financial services professional you won’t want to miss this advanced personal tax update: join us in six cities January 17 – 25, 2019.
The CE Summits – January Advanced Personal Tax Update, provides a detailed refresher for your multi-advisory team and new and returning tax filing staff. Get ready with sharp and deep knowledge on filing 2018 tax returns. Each full-day workshop, featuring leading Canadian tax experts, including best-selling author Evelyn Jacks, covers the new rules for the 2018 filing season in detail, as well as how to maximize your evolving relationship with CRA in the midst of rapid technological and compliance changes.
Taxpayer profiles covered include:
- Investors - including new dividend taxation rules and a thorough review of capital gains and losses for every type of asset
- Real estate owners - including personal residence reporting for change of use and dispositions
- Unincorporated small business owners - current, capital and restricted expenses will be covered in depth, including the new rules on Capital Cost Allowance from the Fall Economic Statement of November 21, 2018
In addition, the Tax on Split Income rules introduced in 2018 will be covered in depth. It’s important news, especially since the burden of proof has shifted from corporate owner-managers to their family members, who have new filing responsibilities on the personal tax return.
Payroll changes for 2019 will be of particular interest to bookkeepers. 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 have been developed to provide the most recent advanced updates from CRA, Finance Canada and 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 2018 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 and tax planning for individuals and families.
Register now! The CE Summits feature a first-come, first-served registration policy and special discounts for groups of two or more (see duo and trio registration options). For these reasons, we recommend you register prior to December 15.
Additional educational resources: Can’t make it to these workshops in person? Check out Knowledge Bureau’s comprehensive online courses, updated to feature the most recent tax changes impacting Canadians. Free trials are available, and you’ll earn 2 CE/CPD credits upon completion.
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