Knowledge Bureau's extensive list of continuing education courses are designed to help you expand your skill set to better serve the needs of your clients. Registering for a course is also a commitment to better educate yourself about leading-edge trends and strategies in tax and finances. Those looking for CE credits and certification have come to the right place!
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In this course, you will learn what we at Knowledge Bureau refer to as the Elements of Real Wealth Management™, a unique and specialized approach which can be readily integrated into your professional practice as you progress through this program. This defined process for building relationships with your clients will enable joint decision-making that results in the creation of sustainable wealth through the execution of tactical plans for the accumulation, growth, preservation and transition of capital on a net, after-tax basis.
Tax preparation is always timely, as it is the taxpayer's legal right and duty to file a tax return for the entire family to the best benefit of the unit as a whole. But from a tax and financial planner's point of view, it is critical to know the mechanics of tax preparation as a prerequisite to tax efficient financial planning. If you don't know tax, you're missing double digit returns in your plans for real wealth management with your clients.
This is a course designed to help you be the most highly professional tax practitioner with excellent investigative skills (conducting the most exhaustive client interviews) and the best research skills (knowing when and where to look for help), using the power of Knowledge Bureau's EverGreen Explanatory Notes to do so. This course picks up from the T1 Professional Tax Preparation – Basic to dig deep on a line-by-line basis to the details professional tax preparers need to know to accurately prepare a broad range of more complicated personal tax returns. This course includes the most current tax changes updated each year.
Unincorporated small businesses have unique tax preparation and planning requirements. This course gives you access to a broad range of proprietorships including sole proprietors, partnerships, farmers, fishermen, and professionals. You will learn how to complete income statements, capital cost allowance schedules, auto and home workspace schedules, and other unique calculations specific to the profile using the most recent tax laws and budget proposals.
The technical side of payroll, if done incorrectly, can cost the employer or the employee money, not to mention incur penalties with the Canada Revenue Agency. Advanced Payroll will help you become a more astute compliance manager to ensure payroll is more than simply accurate. It will also allow you to assist your client to be shrewd in negotiating employment contracts to the after-tax benefits of the employees of the firm, which could include family members.
This leading-edge program is designed to provide structure and process for advisors interested in specializing in tax-efficient retirement income planning. This is a skillset in great demand by the baby boomer demographic—the most affluent generation in our history—who seek credible, trusted, and expert solutions to their complex retirement planning requirements and view tax erosion as the biggest threat to their wealth.
Bookkeeping, for some, is like learning a complicated foreign language. The Knowledge Bureau has translated all you need to know to confidently prepare books in a computer-based double entry bookkeeping system. Become the certified professional who knows how to use accounting software to set up a proper double entry bookkeeping system for a small business, analyze and report transactions within the accounting cycle to the business owner and prepare financial statements ready for tax preparation and review by the accountant.
As baby boomers age and technology makes it possible for people and businesses to operate globally, economic changes make it appealing for people and businesses to purchase investment property globally. As well as the increase in the sharing of financial information between countries, cross border taxation issues become key for cross border employment, entrepreneurship or asset ownership, as does the issue of residency and U.S. citizenship. Advisors who work with affluent boomers must be prepared to discuss cross border taxation with a comprehensive general knowledge, as well as recognize and advise on how certain actions on both sides of the border affect a person’s tax situation.
This course focuses on the relationship an advisor has with a client who is contemplating taking on debt or is struggling with debt. The student will learn how to help the client set realistic expectations, prepare sample client service agreements, identify actions the client must focus on, discuss back up plans for short-term changes and help the client keep on track.
Death is never timely yet it comes to at least 1% of the population each year. Advisors need to be able to help their clients minimize the income tax consequences before the event occurs. The advisor also requires technical expertise in filing the final return(s) of a deceased in order to ensure proper tax planning is arranged at time of death and for the ongoing planning activities of the survivors.
Are you able to advise private business owners and managers about the best way to manage his or her compensation to maximize the amount of after-tax income available? This course has been designed to do just that. You will get a solid understanding of options available when constructing compensation packages, of the salary-dividend-bonus mix to maximize tax efficiency for the owner and each family member, and of constraints imposed by income tax and other laws so you can provide sound advice to the employer or client on compensation planning all year long.
Tax, financial planning and wealth management competencies are required to fund income and capital accumulation goals derived from investments. The advisor must use a strategy and a process geared to preserving, growing and transitioning wealth tax efficiently to the next generation, throughout the lifecycles of individuals within a family.
You need to know the pros and cons of all possible solutions for wealth and succession planning. Planning with trusts is becoming more and more common, and if you can’t answer questions and explain the concept, your clients will find someone who can. This course will provide you with a well-rounded knowledge to nail down a long-term and potentially intergenerational connection to the client and their family with the ability to lead probing questions and connect with the right professionals who can facilitate the right estate planning solutions.