Shake out the cobwebs and sharpen your tax knowledge with Canada’s most popular advanced tax update featuring a detailed line-by-line approach to the new 2018 forms and schedules from the CRA. The national tour featuring keynote speaker Evelyn Jacks and an outstanding faculty of experienced instructors starts Thursday January 17 in Winnipeg; then arrives Monday the 21 in Toronto ; Ottawa on the 22, Calgary on the 23, Edmonton on the 24 and Vancouver on the 25th. Don’t miss out - there are only a few spots left so call or enroll online today.
It all begins with a spell-binding keynote address by Evelyn Jacks, President of Knowledge Bureau. This award-winning tax educator, and Canada’s bestselling tax author of 54 books, will provide a comprehensive overview of the recent fall economic statement as well as what’s new for tax season 2019 from Finance Canada and CRA. She will provide invaluable tips on family wealth management and investment planning to enhance your value proposition in filing 2018 tax returns and unveil her latest book, co-authored with Jenifer Bartman: Defusing the Family Business Time Bomb: How To Take Control of the Most Explosive Challenge in a Generation.
Special guests include Knowledge Bureau Master Instructors and faculty members: Walter Harder, BSc, RWM, DFA-Tax Services Specialist; Alan Rowell, RWM, MFA, DFA-Tax Services Specialist (in Winnipeg, Toronto and Ottawa); and Jos Herman, BComm, CPA, CA, CFP, TEP (In Calgary, Edmonton and Vancouver).
The tax-deductible tuition fees include all of the following components that will leave you and your team well prepared for tax season 2019:
REMEMBER: REGISTER BY JANUARY 10 FOR EARLY BIRD DISCOUNTS AND YOUR FREE TAX RESEARCH BONUS!
STRATEGIC OVERVIEW ON TAX CHANGES FOR 2019 TAX SEASON
FOCUS ON EMPLOYMENT INCOME, DEDUCTIONS & CREDITS:
FOCUS ON PROPRIETORSHIPS – T2125 and schedules
FOCUS ON PERSONAL RESIDENCES
ROUND TABLE DISCUSSION; CASE STUDIES HOSTED BY KNOWLEDGE BUREAU
FOCUS ON INCOME FROM PROPERTY & INVESTMENTS
Schedule 1 Dividend Tax Credits, Tax on Split Income, Minimum Tax, Foreign Income
Schedule 4 Compounding Investments, Insurance Policies and deductions (T2210)
Schedule 3 Capital Gains and Losses – Dispositions from Small business corporation shares, and deferral of eligible SBC shares, qualifying farms and fishing operations, and reserves (T2017), capital losses from reduction in Business Investment Losses,
FOCUS ON RETIREES: COMMUTING DEFINED BENEFIT PENSION PLANS
New rules released on December 4 clarify the CRA’s position on tax treatment afforded to members of defined benefit pension plans who are commuting values into various pension options. Review principles for advising clients who have questions about their pension options for 2019 forward, while explaining tax filing requirements for those who retired in 2018. Also review tax filing requirements in the year of death.
• Case study: income reporting and deductions, income splitting, income layering
• Case study: reporting income on death of a taxpayer
Here’s how to Register: Call 1-866-953-4768 or enrol online:
Here’s where to go:
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