Minimize Taxes and Identify Planning Opportunities for Your Corporate Clients

Learn how to prepare accurate T2 returns for 4 types of micro businesses at our November Corporate Tax & Year-End Planning Bootcamp. Register by October 15 for best fees.

Corporate Tax & Year-End Planning Bootcamp

You’ll gain confidence in preparing a T2 accurately and know how to minimize taxes and identify planning opportunities. The Corporate Tax & Year-End Planning 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.

Agenda Highlights

• Introduction: Issues and Trends in Year End Planning
• Basic Income Reporting: Cash vs. Accrual
• Understanding Corporate Balance Sheets
• Sources of Corporate Income (Losses)
• Creating an Audit Trail for CRA Purposes
• Completing Corporate Tax Returns featuring TaxCycle
• Corporate Tax Planning
• Review: From Proprietorship to Corporation
• Tax Profiles – Micro Businesses

For full agenda, click here.

Accreditation Options

• 6.5 CE/CPD Verifiable Credits: Attend the Corporate Tax & Year-End Planning Bootcamp only.
• 10 CE/CPD Verifiable Credits: Register to do the pre-session reading assignments in EEN and attend the bootcamp. You’ll receive access to EEN on October 15 until November 15. Receive T2 Knowledge Journal and PowerPoint at the workshop. No extra tuition fees.
• 30 CE/CPD Verifiable Credits: Do the Post-session Practicum (short answer questions, case studies featuring professional tax software and examination). Pay only $295 more. Complete by December 15. One full course credit will be given towards the MFA – Business Services Specialist designation.

For more information about your accreditation options, contact us at 1.866.953.4769 or registrar@knowledgebureau.com.

Early registration deadline: October 15

Can't attend Corporate Tax & Year-End Planning Bootcamp? Get refreshed with our online course T2 Corporate Tax Preparation – Basic.

Sponsored by:

Knowledge Bureau offers a trio of tax bootcamps: Corporate Tax & Year-End Planning, Personal Tax, and Audit Defence & Regulatory Compliance. Download the Tax Bootcamp Trio brochure here.