Spring CE Summits

A Knowledge Bureau Education Day

Prefer a personal touch? Call toll-free 1-866-953-4769 for a one-on-one consultation.

THEME: POST-BUDGET ACTION STRATEGIES

Learn the details behind the 2020 federal budget provisions and how they affect investment, retirement and estate planning in 2020 and beyond with Canadian tax expert, Evelyn Jacks and Dr. Dean Smith, a foremost cross-border expert who will provide a basic primer on the differences between filing personal returns in Canada vs. the U.S.

Winnipeg
Holiday Inn Winnipeg Airport West
May 26

Enrol now


Calgary
Marriott Courtyard Airport
May 27

Enrol now


Vancouver
Sandman City Centre
May 28

Enrol now


Toronto
Pearson Convention Centre
June 2

Enrol now


Who Should Attend?

These workshops are ideal for training new and returning staff working in independent tax filing firms, CPAs in public practice, financial services firms, public trustees, legal assistants, municipal officers, payroll and software companies who employ staff involved with any CRA remittances.

Professionals may earn: 10 CE/CPD credits

3.5 non-verifiable CE/CPD credits

6.5 verifiable CE/CPD credits

You can also participate in networking opportunities to build relationships across the financial services industry.

Detailed Agenda

(Come back often as new details are released)

Attendee Experience

It’s very important to keep updated with all the federal,
provincial changes – best education programs I have seen over 10 years.
Very knowledgeable and friendly environment.

—Olga G., BC

Why is this Timely?

Every year there are significant tax and economic changes announced in federal budgets and economic updates from the Finance department. This information is necessary to facilitate end-to-end financial planning: from filing accurate and audit-proof tax returns, to planning investment, retirement, succession, estate and trust solutions.

These Knowledge Bureau Education Days will help you better serve your clients with deep knowledge and confident skills. Most important, you will be positioned to become a more trusted advisor in a multi-advisory team of professionals who help in end-to-end financial services: from banking to bookkeeping and tax compliance, to holistic family wealth management.

What’s Included?

Receive outstanding year-end tax planning information from the top experts in personal and corporate tax, and retirement and estate planning, plus $465 in extra value:

CE Credits*: IIROC, Insurance Councils, Knowledge Bureau, and other professional organizations.

Pre-session reading in EverGreen Explanatory Notes, plus a complimentary 3-month subscription.

Post-session: special tuition fees for online studies. You save $200 when you enrol in one of Knowledge Bureau’s educational offerings.

Comprehensive Knowledge Journal— your desk-top reference.

Outstanding networking opportunities with a diverse audience.

Great food (breakfast, lunch and coffee), valuable prizes and surprises.

*CE Credits are pending approval by regulators.