May 27 CE Summit: Critical PD on Spring Economic Statement & Retirement Income & Estate Planning

Retirement planning has become significantly more complex with new T1, T2 and T3 filing requirements for many of your clients. For these reason, Knowledge Bureau’s May 27 CE Savvy Summit is a critical – and cutting edge - professional development day for advisors in the tax and financial services industry. Learn from award winning tax educator Evelyn Jacks, who will decipher the April 28 Spring Economic Statement (SES); bestselling retirement author Doug Nelson on “Retirement Income Layering at Every Life Stage,” and Leanne Rodrigo’s detailed Estate Planning on Death of a Taxpayer – including corporate owner-managers, plus the latest news on new bare trust filings, inter vivos and Graduate Rate Estates (GRE). Not to be missed: learn T3 Filing fundamentals with Ruth Horst. Here’s the must-know agenda overview: Register by May 13 for early bird tuition rates.

TAX CHANGES THAT IMPACT 2026 INVESTMENT, RETIREMENT & ESTATE PLANNING

Session 1 with Evelyn Jacks. The focus will be on the preservation of income and capital in retirement and estate planning post tax season as we decipher the April 28 Spring Economic Statement. You’ll learn invaluable tips and traps for tax planning with small business and capital gains transactions before the June 15, 2026 tax filing deadline for proprietors, discuss new taxes on high earners and, in particular, real estate and crypto currency investors.

RETIREMENT INCOME LAYERING AT EVERY LIFE STAGE

Session 2 with Doug Nelson. Two equal, tax efficient Incomes, that can handle unexpected cash needs and easily adapted to become sole survivor income that has purchasing power and can keep up with inflation. It’s a tall order, but that’s the assignment. Now let’s break it down and design the portfolio needed to create these outcomes.

Doug will pull it all together, considering new opportunities for 1) deferral, 2) income splitting, 3) averaging income, and 4) tax exempt income that also avoids AMT and other tax pitfalls. Learn how to consider solutions for individual and household retirement plans through 5 specific lifecycles.

ESTATE PLANNING ON DEATH OF A TAXPAYER

Session 3 with Leanne Rodrigo. Part A: T2 FUNDAMENTALS – YOUR BUSINESS OWNER CLIENT

What are the tips and traps tax and financial advisors fall into planning to mitigate risk for a business owner on his or her terminal returns? The issues are broad and complex and include the protection of assets from destruction, theft and tax. Learn more about the critical role of insurance in planning for incapacity and death, and how the tax fee death benefit can provide liquidity to pay tax on deferred capital gains. Consider how tax deferred cash values can assist in goal achievement and how corporate tax free dividends should be deployed with tax efficiency and estate equalization in mind.

Part B: INTERVIVOS TRUSTS, GRE AND TRUST FILING FUNDAMENTALS 

Who must file a trust return under new rules for the 2026 tax year? Learn the scenarios that now apply to bare trust filing requirements

Then consider GRE (Graduate Rate Estate) Fundamentals and better understand the interplay between the T1 and GRE returns. Learn how to consider the options for reporting income, deductions and credits like charitable donations on an individual’s Final Return, Elective Returns, GRE and Other Testamentary Trusts. What can be done to crystalize gains on deemed disposition at death – or before death - when a couple faces a terminal illness, and maximize the transfer of registered and non-registered assets.  

FILING T3 RETURNS 

Session 4 with Ruth Horst. Learn how to complete a T3 return in three scenarios: a bare trust filing, when there are distributions to beneficiaries during their lifetime and after the death of a taxpayer.

CONNECTING THE DOTS IN YOUR PRACTICE 

Session 5 – The Faculty Opines. Your Top Questions Answered Relating To Practice Management that embraces tax efficient Retirement, Estate And Terminal Filings

PLUS: TAX TECHNOLOGY UPDATE WITH TAXCYCLE AND THE RWM EXPERIENCE. Take in a True to Life Case Study – With the powerful use of the RWM Discovery and Retirement Income Calculators for a look at how the Smith’s, a couple from Kamloops, transitioned into a retirement that included travel and a few unexpected twists and turns.

THE BENEFITS: Tax deductible tuition includes the event presentations, an accompanying online certificate course, 20 CE Credits. Don’t miss this live virtual event to refresh your knowledge on Tax, Retirement Income Planning and Wealth Preservation Planning starting at 8:15 CT on May 27, 2026. Enjoy comprehensive PD and learn with like-minded professionals from coast to coast!

REGISTER NOW. Ask about team member and group rates.

In a high tax, high inflation environment, the ability to design flexible, tax-efficient retirement income and estate preservation strategies is becoming a defining skill for advisors. Move beyond the general theory and get specific: build practical frameworks you can apply immediately in client conversations. 

The May 27 CE Savvy Summit offers a timely opportunity to strengthen that capability—and deliver greater long-term value to clients. Everything is included in this professional development day. Receive the dynamic Presentations (recorded for your replay after the May 27 event) PLUS:

Your Online Certificate Course – The Advanced Retirement & Estate Planning Update:

• What’s New for 2026?
• Intro to Tax Efficient Retirement Income Planning
• Intro to Completing the Final T1 Return
• Intro to Completing the GRE Return
• Intro to Completing Trust Returns

Consolidate your knowledge and retention of the critical information in this important session. This course available for pre-reading May 26, Completion Date August 31. 

“Very Informative and Engaging. All the presenters were going above and beyond.” -Anmol Singh Bedi, Calgary