Last Day to Register for Corporate Tax Bootcamp

Earn up to 30 CE/CPD credits through blended-learning activities in our November Corporate Tax Bootcamp. Register today for your final opportunity to secure your spot.

Corporate Tax & Year-End Planning Bootcamp

Learn how to prepare T2 returns for 4 types of micro businesses and gain a deeper understanding of the business issues and tax options that apply to personal/corporate tax planning. You’ll gain confidence in preparing a T2 accurately and know how to minimize taxes and identify planning opportunities. The Corporate Tax Bootcamp will help you provide the expertise your small-to-medium sized business owner clients seek for family wealth planning. Perfect for financial advisors who want to work with more business owners or understand their own corporations better. Finally, this bootcamp will provide you with the deep knowledge you need to work on an inter-advisory team.

Blended Learning Options:

• Pre-session materials: Do pre-session reading in your online research library, EverGreen Explanatory Notes: Earn 2.5 CE/CPD credits in advance.
• Take expert in-class instruction and receive your comprehensive Knowledge Journal to take home: Earn 6.5 CE/CPD credits.
• Optional: Do the post-session case study work from the T2 Micro Tax Preparation course. Additional $245 + taxes. Earn 30 CE/CPD credits in total.

Final registration deadline: October 30 – TODAY

Personal Tax Bootcamp

It’s ALL TAX, ALL DAY—and it’s going to be fun! Shake out the cobwebs: Get ready for the busy 2014 tax season in this fast paced workshop focused on changes in personal tax planning, 2013 T1 tax forms and all the details you need to really dig for every tax deduction and credit your clients are entitled to. Our noted experts walk you through a comprehensive update and refresher designed especially for busy professionals in the tax, accounting, and financial advisory industries.

Save time and money with the latest new rules at your fingertips, and tips on conducting thorough, time-saving interviews. You’ll love our famous “Line-by-Line Tax Trivia” and “Knowledge Based Marketing” tips. Provide the highest standards of accuracy and professionalism in tax preparation, tax planning, and tax-efficient investment services. Bring your team, too.

Blended Learning Options:

• Pre-session materials: Do pre-session reading in your online research library, EverGreen Explanatory Notes: Earn 2.5 CE/CPD credits in advance.
• Take expert in-class instruction and receive your comprehensive Knowledge Journal to take home: Earn 6.5 CE/CPD credits.
• Optional: Do the post-session case study work from the T1 Professional Tax Preparation – Advanced course. Additional $245 + taxes. Earn 30 CE/CPD credits in total.

Early registration deadline: November 30

Audit Defence & Regulatory Compliance Bootcamp

Your value proposition is changing: today, a sharp, knowledgeable advocate is in demand when busy taxpayers receive notices from CRA. This is a must-attend for professionals who are preparing responses to audits, re-assessments, or counselling on the grey areas that can trip up family wealth management strategies. Change the game; know the rules. This tax audit season – June to December – respond with and set up the best defence path. Your technical accuracy and organizational framework to take a case throughout the appeals process will win referrals and higher billings. Financial Advisors: learn about the New Client Relationship Rules, too.

Blended Learning Options:

• Pre-session materials: Do pre-session reading in your online research library, EverGreen Explanatory Notes: Earn 2.5 CE/CPD credits in advance.
• Take expert in-class instruction and receive your comprehensive Knowledge Journal to take home: Earn 6.5 CE/CPD credits.
• Optional: Do the post-session case study work from the Elements of Real Wealth Management course. Additional $245 + taxes. Earn 30 CE/CPD credits in total.

Early registration deadline: May 15

Download the Tax Bootcamp Trio brochure here.