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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Succession & Estate Planning Courses
It’s widely accepted that many small businesses in Canada are led by individuals that are in or near retirement age. The majority of these companies require assistance with succession related issues, often due to a lack of planning within the business. Qualified advisors have a significant opportunity to assist in this regard, building clients for the long term. The "distinguished advisor" must take a leadership role in quarterbacking this process. Help your clients beat the odds for succession success by better understanding the planning process now!
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.
It’s evident that an accounting department has an important day-to-day role to fulfill, but there is much more that can be done to help a company be successful.
In the case of growing companies, it’s critical to understand where the business is at, the resources it needs to support future growth, potential gaps, and how they could be addressed.
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.
This course is designed in a practical format and will help an advisor become a valuable resource to their clients when considering business valuation issues. Key concepts include understanding the notion of value, company specific and market based approaches for estimating value, the key stages of the business transaction process, value and investment transactions, and the implications of financial performance on value.
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.
This course is designed in a practical format and will help an advisor become a valuable resource to their clients in the succession planning process. Key concepts include understanding the importance of succession planning for the business and key positions within the business; role and financial issues, from both the business leader and successor perspective; succession plan implementation; addressing the impact of succession on employees and the business as a whole; and succession of the business to third parties.
Small business forms the backbone of the Canadian economy, yet only a minority of businesses successfully pass to new owners. Sophisticated strategies are needed to ensure greater success in the transition of business ownership. This course features a comprehensive textbook by Glenn R. Stephens, LL.B. “Estate Planning with Life Insurance” together with practical case studies to bring home the benefits of new wealth planning discussions with your clients and the multi-advisory team that may be working with you in succession and estate planning. This is an excellent course for any tax advisors working in planning for family succession or in terminal return preparation.
Canadians are becoming more philanthropic; giving more every year to causes that are important to them, but there is today a major change in the world of philanthropy—people want to be in control of how they give. They are holding the organizations accountable for the money and want to see how it is managed. They’re becoming far more demanding in wanting to maximize the impact of their donations. This course is to assist financial advisors who want to ensure their clients’ gifts complement their overall wealth management strategy in a tax-effective manner.
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.