Master the Future of Retirement and Estate Planning: May 21 CE Summit

As Canada transitions into a new economic era under the new government's evolving tax policies, financial professionals face unprecedented challenges and opportunities. To navigate this shifting landscape, staying informed isn’t just beneficial—it’s essential. That's why CE Summits – Advisory Diploma is a must-attend professional program for tax advisors, financial planners, and professionals dedicated to delivering exceptional value to their clients amongst complexity. These sessions are led by expert faculty Evelyn Jacks, Doug Nelson, Carol Willes and Ruth Horst on May 21 – register by the May 15 early-bird deadline!

Advanced 2024 T1 Tax Update for 2023 Returns… Now On Tour!

Drill down on all the latest tax news from CRA and Finance Canada at the Advanced T1 Tax Update Tour, coming to Toronto January 24 and Calgary January 26. There are so many changes that will affect your clients:  the Anti-flipping rules for principle residences, the new Short Term Rental rules, the Alternative Minimum Tax, the Multigenerational Home Renovation Tax Credit, the Intergenerational Business Transfer Rules and so much more.  Plus, it’s a unique peer-to-peer learning opportunity! Can you really afford to miss it?

The Next RWM™ Meeting of the Minds: February 8, 10am CST

Artificial Intelligence, climate crisis, tax reporting changes, economic uncertainty, decade high interest rates and inflation, and a looming cost of living crisis…there is no denying the fact that uncertainty and a lot of emotions were at play throughout 2023, where many Real Wealth Management lifestyle, financial, and economic triggers jeopardized our client’s wealth sustainability.  Please join us to hear more about the current Real Wealth Management Triggers that may be impacting your client’s holistic real wealth management plan today at our 360° Real Wealth Management Trigger Tour on February 8 at 10 am CST.

Advanced 2024 T1 Tax Update Course Now Available!

Did you miss the January 17 Virtual CE Summit? There are still ways to get your hands on the knowledge from the Advanced 2024 T1 Tax Update for 2023 Returns and learn your way, at your own pace from the convenience of your home or office.

Reserve Your Seat by January 15 for the CE Summit Advanced T1 Tax Update!

In just one week we’ll be discussing all the news pros need to know for tax season 2024!  There are over 120 tax filing and planning milestones, over 60 changes on the tax forms and schedules and 28 key legislative changes that will substantially affect tax planning in 2024. Check out the detailed agenda and register by January 15 to save on tuition fees. 

Knowledge Bureau launches registration for the Comprehensive Advanced T1 Tax Update Summit

Coming up virtually on January 17, in person in Toronto on January 24 and in Calgary on January 26, registration for Knowledge Bureau’s 2024 Comprehensive T1 Tax Update for professionals is now open.  Check out the detailed agenda online! The program includes not only the presentations for the day but access to the accompanying online course, CE quizzes, accreditation and the new 430-page Knowledge Journal Line-by-Line Desktop Reference, as well as lunch and refreshments at the in-person events.  In addition, every student retains a subscription to EverGreen Explanatory Notes and Knowledge Bureau Report for the tax season and until May 6.   It’s your complete 2024 Tax Season Toolkit!

Tuition Tax Assistance from CRA: T2202’s Available Now

Did you know that Knowledge Bureau is a private, educational institution certified by Employment and Social Development Canada (ESDC) to provide courses that develop or improve skills for those working in the tax, bookkeeping, accounting, and financial services industries? What this also means is that Knowledge Bureau students who have paid 2023 tuition fees in excess of $100 qualify for the tuition fee amount, and the T2202 tax slips to claim this are now available in your Virtual Campus. Here’s how to claim them:
 
{newsroom_ad} {/newsroom_ad}
 
Knowledge Bureau Poll Question

Does the new government’s promise, expected soon, to cut the lowest personal income tax rate by 1% to 14%, go far enough to help Canadians impacted by high costs? What are alternatives in your view?

  • Yes
    6 votes
    9.68%
  • No
    56 votes
    90.32%