DFA-Tax Services Specialist™
Who Should Take This Program?
Advisors who want to differentiate themselves in the tax accounting industry with deep and broad tax knowledge, include a tax planning lens to the financial trigger questions all Canadians have throughout various life events, and offer the research skills needed to properly represent clients to CRA. It’s a professional solution to pain points that every demographic, including employers, may experience.
With a more aggressive approach at CRA and very poor tax literacy levels, these credentials will open doors to employment. But for independent business owners, offering income tax services as a specialist also offer a great new revenue stream. The work is very rewarding: empower your clients to access lucrative tax preferences they may be missing out on to change their financial lives for the better.
Competencies and Proficiency:
The DFA-Tax Services Specialist provides thorough training in all aspects of personal income tax filing and planning from basic to complex scenarios. Start with courses that focus on basic filing rules for individuals, couples, families, investors, and seniors. Advance your skills for rental property owners, commission salespeople, investors, the sick and disabled.
Then take on more complex profiles: proprietors, and the preparation of final T1 and T3 tax returns. You will be equipped with knowledge, skills and sophisticated calculators to advise on tax planning matters required at various life and financial events, thereby providing tax planning as well as tax filing services in a fully consultative practice.
An important option is attendance at the CE Summits, a one-day instructor-led workshop held in November, January and May. It is of particular benefit to students who seek in-person, peer-to-peer learning.
Click on each course title to see the detailed content description, key concepts and learning outcomes for the course.