For seasoned advisors and tax professionals, continuing education isn’t just a box to check—it’s a tool for leadership, specialization, and stronger client outcomes. That’s why Knowledge Bureau has introduced CE Master Micro-Credentials: curated, high-impact CE collections designed to help you sharpen your skills across financial disciplines—and stand out in a competitive, increasingly regulated space. Consider the experience of recent grads and then try it yourself! Enrol this July and receive a special introductory discount.
The 2020 Distinguished Advisor Conference set a high standard for virtual conferences with a unique blend of information, education, inspiration and recreation. We are working hard to bring DAC back to a live format, October 17-19 in Niagara Falls*, with a great mix of networking activities to celebrate – together! If you register by the February 15 early-bird deadline, you can save $400 on tuition, too! Take a peek at what we’ve got in store for you so far:
Esteemed Canadian tax experts delivered cutting edge personal tax filing information with a “wow” factor punctuated by huge audience participation at the Virtual CE Summit this week. Over 700 questions were received from an audience of over 350 professionals nation-wide – the largest one-day participation yet. Here’s what they said about the important tax and financial insights shared:
Will separations and divorces increase due to the pandemic? Unemployment can be a factor that leads to a spike in separations and divorces; as a result, tax and financial advisors need to understand the tax rules if they see this trend in the 2021 tax filing season.
We love to celebrate the scholastic achievements of our designates at Knowledge Bureau, and to wrap up yesterday’s Virtual CE Summits we dished out some prizes to two lucky winners. Please join us in congratulating them and check out what they won!
Are you training new and returning staff working in independent tax filing firms? Perhaps you are a CPA in public practice, a financial advisor, public trustee, legal or financial assistant, municipal officer, payroll or software company serving individuals and business owners with tax compliance? Then don’t miss Knowledge Bureau’s acclaimed Advanced T1 Tax Update 2021 for 2020 T1 Returns. Here’s what’s new in our innovative offerings this year:
With the dramatic increase in online transactions and digital solutions, and the challenges and opportunities presented by the pandemic, clients require more frequent professional communications, improved collaboration between their financial professionals and more efficient processes in building wealth with all family stakeholders in a highly complex tax and investment environment. Differentiate yourself as a Real Wealth Manager™ to help with high value professional skills. Consider the following:
Do you believe Canada’s tax system based, on self-assessment, has suffered under recent changes at CRA and by Finance Canada? If so, what is the one wish you have for tax reform?
The 2020 Distinguished Advisor Conference set a high standard for virtual conferences with a unique blend of information, education, inspiration and recreation. We are working hard to bring DAC back to a live format, October 17-19 in Niagara Falls*, with a great mix of networking activities to celebrate – together! If you register by the February 15 early-bird deadline, you can save $400 on tuition, too! Take a peek at what we’ve got in store for you so far:
Esteemed Canadian tax experts delivered cutting edge personal tax filing information with a “wow” factor punctuated by huge audience participation at the Virtual CE Summit this week. Over 700 questions were received from an audience of over 350 professionals nation-wide – the largest one-day participation yet. Here’s what they said about the important tax and financial insights shared:
Will separations and divorces increase due to the pandemic? Unemployment can be a factor that leads to a spike in separations and divorces; as a result, tax and financial advisors need to understand the tax rules if they see this trend in the 2021 tax filing season.
We love to celebrate the scholastic achievements of our designates at Knowledge Bureau, and to wrap up yesterday’s Virtual CE Summits we dished out some prizes to two lucky winners. Please join us in congratulating them and check out what they won!
Are you training new and returning staff working in independent tax filing firms? Perhaps you are a CPA in public practice, a financial advisor, public trustee, legal or financial assistant, municipal officer, payroll or software company serving individuals and business owners with tax compliance? Then don’t miss Knowledge Bureau’s acclaimed Advanced T1 Tax Update 2021 for 2020 T1 Returns. Here’s what’s new in our innovative offerings this year:
With the dramatic increase in online transactions and digital solutions, and the challenges and opportunities presented by the pandemic, clients require more frequent professional communications, improved collaboration between their financial professionals and more efficient processes in building wealth with all family stakeholders in a highly complex tax and investment environment. Differentiate yourself as a Real Wealth Manager™ to help with high value professional skills. Consider the following:
