Last updated: March 26 2019
With the federal budget release last week, it’s time to consider what these changes mean to you and your clients. CE Summits is offering a deep dive for professionals in four cities, featuring some of Canada’s leading tax and financial experts. The registration deadline is May 15.
Learn the details behind the March 19, 2019 federal budget provisions and how they affect investment, retirement and estate planning in 2019 and beyond with Canadian tax expert, Evelyn Jacks. Next Dr. Dean Smith, a foremost cross-border expert will immerse you in an important basic primer on the differences between filing personal returns in Canada vs. the U.S. so you can gain the confidence you need to discuss your clients’ issues when moving to the U.S. or back for work, business or vacation. Finally, long term care planning expert Karen Henderson will engage you in the continuity planning conversation, so critical to the financial well-being of your older clients and their families. Don't miss it!
The Spring 2019 workshops will be held in Winnipeg May 28, Calgary May 29, Vancouver May 30 and Toronto June 4 to take a deeper dive into the March 19, 2019 federal budget.
Agenda at a Glance
|8:00 - 8:30 AM||Registration and coffee|
|8:30 - 9:30 AM||Evelyn Jacks: Post-Budget Analysis and Commentary|
|9:30 - 10:30 AM||Dr. Dean Smith: Canada - U.S. Tax Primer|
|10:30 - 10:45 AM||Networking break and sponsorship fair|
|10:45 - 12:30 PM||Dr. Dean Smith: Taxation in a Global Economy|
|12:30 - 1:00 PM||Meet and greet networking lunch|
|Advisor Round Table - Q&A|
|1:00 - 1:30 PM||Dr. Dean Smith and Evelyn Jacks: Special Report on Client Profiles for Tax and Financial Professionals|
|1:30 - 2:45 PM||Karen Henderson: Building a Continuty Plan for Your Clients|
|4:00 - 4:30 PM||Building Relationships in Your Knowledge-Based Practice|
|4:30 PM||Closing remarks and certification|
Agenda: Click below to view the comprehensive agenda.
Early Registration Deadline for Tuition Reductions: May 15
Save money by registering as a duo, trio, or enroling multiple staff members at a table!
To download a PDF application form:
These workshops provide in-depth reference and research materials to build on your learning experience: the Knowledge Journal—your essential guide for full year planning for the 2019 income tax season; pre-reading in the outstanding EverGreen Explanatory Notes and the opportunity to ask questions of knowledgeable experts and instructors for experiential insights. You will spend the day with peers from both the tax and financial services to review and discuss comprehensive case studies to provide opportunities for in-class collaboration and out-of-class cross referrals.
Additional educational resources: For other important registration dates and offers, visit our Mark Your Calendar page. Sign up for self-studies online before May 15 and save!
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