Featured Event: Audit Defense & Financial Educator Training

Learn the tools you need to defend your clients professionally in an e-Tax Audit. Join us in a city near you this May!

In May 2012, Knowledge Bureau Workshops brought you Rules of the Game – Audit Defence resulting in an eye opening look at how the system works, and an understanding of the workings of Canada Revenue Agency within the framework of the legislation.

Audit Defense & Financial Educator Training will provide a review of legislative interpretation and the hierarchy involved and the role of CRA within the framework. This topic will then expand into various areas that affect taxpayers across Canada.

• Equal Treatment for all Taxpayers – The Federal Government mandates equal access and treatment for all Canadians. Can you use this to the advantage of your clients?
• Aggressive Tax Planning – GAAR (General Anti-Avoidance Rules) are being raised more often with individual taxpayers and small to medium business. Where is the "line" and what are the requirements of the Advisor?
• Third Party Penalties – At what point are third party penalties not civil penalties, but criminal offences?
• When Does an Audit become a Criminal Investigation? Taxpayers rights change as soon as an audit crosses the line to a criminal investigation.
• The Proposal Letter – Receipt of the proposal letter following an audit opens up negotiations. Negotiations become a skill with certain trigger points that will assist you and your client.

The rules of the game are constantly evolving and changing. Join us in May at a city near you for these and other topics and trends affecting your practice and your clientele.

For agenda details, click here.