Be Certified In CRA Audit Defence – Registeration Extended to Noon May 17!

Hurry – Calgary is sold out (put your name on the waiting list), but there is still room in Winnipeg, Vancouver, and Toronto.

Did you know that recently, small business audits increased by 28%, that 57% of business owners felt intimidated by them, and that the average time spent in audit is 10 days? You can help to educate and advocate for your clients as a certified audit defence specialist. You’ll learn the laws to be prepared to respond to requests for post-filing information and set up the best defence for your clients in case of appeal, and have an opportunity to participate in case studies and role playing.

Topics to be discussed in the Audit Defence Bootcamp include:

• RESPONDING TO SUPPORTING DOCUMENTATION REQUESTS PROMPTLY
  • Avoiding Lawsuits by Clients
  • Third Party Penalties
• TAXPAYER PENALTIES
  • Late Filing Follies
• FILINGS UNDER FAIRNESS
  • Model Citizen Factor
• CHANGE OF ADDRESS/EMAIL?
  • Onus of Proof
  • When Can CRA Garnishee?
• FILING OF NOTICE OF OBJECTION
  • When to File
  • Need to Be Sure: New Jurisprudence Prevents Adjustments
• NET WORTH ASSESSMENT
• RECENT JURISPRUDENCE
• GROSS NEGLIGENCE
  • Onus of Proof
• TAX EVASION
  • Onus of Proof

Course Instructors and Speakers: This one-day workshop is delivered with three course components: pre-session assignment, in class notes, and a PowerPoint presentation will accompany the Instructor-led training, featuring Alan Rowell and Evelyn Jacks as well as representatives from our lead sponsor Thomson Reuters. 

Lunch and coffee with snacks provided. 

CE/CPD Accreditation:  6 hours

Meet Our Distinguished Speakers

Evelyn Jacks – Technical Defence Preparation and Financial Educator Training

Evelyn is the Founder and President of Knowledge Bureau, a virtual campus focused on professional development of tax and financial advisors.

Knowledge Bureau's mission is to raise standards for excellence in financial education with relevant and practical knowledge and skills. It strives to provide an outstanding educational experience to adult learners who call Knowledge Bureau their lifelong academic home. Knowledge Bureau also publishes financial books for consumers who want a better relationship with their advisors.

Evelyn was recently named one of Canada's Top 25 Women of Influence. She is one of Canada's most prolific and best-selling authors of 48 personal tax and wealth management books, and a highly respected financial commentator and speaker.

She writes in numerous regional, national and online publications including the Toronto Star and the Toronto Stock Exchange, and appears regularly on CBC Newsworld, BNN, as well as provincial media to discuss current tax and economic issues. She blogs at EvelynJacks.com, and tweets @evelynjacks.

Evelyn was appointed by the Minister of Finance, Jim Flaherty to serve on the Federal Task Force on Financial Literacy, and provincially, by the premier of Manitoba to the Lower Tax Commission. Recently she was appointed First Vice President of the Manitoba Club. She will become the 77th President of the club in 2013; the 2nd woman in the history of the Club to do so. She has participated on numerous boards, including the United Way and the Associates at the University of Manitoba.

She is also a multiple-award-winning entrepreneur. Evelyn has been awarded the prestigious Rotman School of Business Canadian Woman Entrepreneur of the Year Award, recognized internationally with a Business Leadership Award by the Canadian Embassy and Business Women's Network in Washington, D.C., has twice been recognized as Manitoba's Woman Entrepreneur of the Year, and the YM-YWCA "Business Woman of the Year."

Alan Rowell – Audit Defence Bootcamp

Alan Rowell, DFA-Tax Services Specialist, MFA, President and Tax Specialist of The Accounting Place, specializes in working with individuals and small to medium size businesses by providing accounting and taxation services that are unique to each client.

After 30 years experience, Alan has developed a unique ability to translate taxation language into plain English and does not hesitate to dig deeper and ask for clarification and interpretations from the various Provincial Ministries of Finance and Canada Revenue Agency.

His achievements include the DFA, Tax Services Specialist designation and he is recognized as one of the leading tax services specialists in Canada. He is a tax resource for a number of Financial Planners and a Strategic Educational Partner with the Knowledge Bureau. Since 1998, when Alan formed The Accounting Place, he has saved small business owners literally hundreds of thousands of dollars in income taxes through his savvy interpretations of the tax laws and his ability to help individuals and business owner's structure, operate and organize their financial affairs to their best overall advantage.

CAREER HIGHLIGHTS:

No highlight exceeds the sense of satisfaction achieved when you have assisted a client from idea conception through to ultimate achievement of their goals.

WORKSHOPS AND BROADCASTING:

As founder and lead sponsor of Reboot Your Business, Tax Freedom Day educational seminar for small to medium size business, Alan believes in the educational and information process. “Only by educating our clients can we best advise and insure their continued growth” says Alan Rowell.

As the local tax specialist in Greater Hamilton, Alan is often a resource for the Hamilton Spectator, CHCH-TV and many of the local radio stations. He is also a regular monthly contributor to the BusinessLink newspaper, TaxLetter and MoneyLetter publications. Alan has also been featured in the National Post and Financial Post as well as a tax specialist resource for the Globe and Mail.

Participation and presentation of the Tax Consequences of Debt Management in conjunction with the Knowledge Bureau's January 2009 Line-by-line Tax update provided the opportunity to meet with financial specialists across the country and discuss the various aspects of taxation affecting everyone.

AWARDS AND RECOGNITION:

• One of the first recipient's of the Knowledge Bureau DFA designation, 2006
• Hamilton Community Newspapers Reader's Choice Award Winner for Accounting and Taxation – 2007, 2008, 2009, 2010.
• Hamilton Spectator Newspaper Reader's Choice Award Winner for Accounting and Taxation – 2008, 2009
• Hamilton Chamber of Commerce Outstanding Business Achievement Award Nominee - 2009

WORK-LIFE ACTIVITIES:

A dyed-in-the-wool Toronto Maple Leaf Fan the office has been known to close during “special” hockey games. Alan has coached minor hockey at all levels and his teams have won numerous championships. This activity shows in Alan's business approach – practice your weaknesses and play to your strengths.

David Caron – Best E-Practices: Secure, Electronic Audit Defence with DT File Cabinet

David Caron is a Thomson Reuters technical trainer, support agent and subject matter expert for the DT Max Suite of products for Canadian tax professionals.

A technology evangelist with a passion for customer satisfaction, David is responsible for providing client training, customizing products to cater to our client’s needs and assisting with technical troubleshooting.  David is keenly interested in demonstrating how emerging technology can revolutionize the traditional office workflow. David has a strong working knowledge of DT Max, DT FormMax, DT FileCabinet and DT Client portal as well as a deep understanding of how the products are integrated for maximum productivity.