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6 Reasons to Attend the May 20 Virtual CE Summit
The May 15 enrolment deadline for the Virtual CE Summit taking place on May 20 is approaching fast. After this, the walk-up rate of $695 applies for all new and returning students. That’s a good reason to act now! But here are 6 more reasons why Retirement, Estate Planning & Budget Updates this May will help you get better results and simplify your efforts with clients.
Winning Feels Great: Enter the Spring Tune-up Tuition Sweepstakes!
Need a boost to your spirits these days? Try winning a sweepstakes (and we have a great one for you). It turns out everyone likes to win (including monkeys…seriously!) and there’s plenty of science to back up why.
KB Grads in the News: Linda Baldwin, DFA-Tax Services Specialist
Linda Baldwin, DFA-Tax Services Specialist™ shares how Knowledge Bureau courses have helped her keep up to date on frequent tax changes she’s required to know to operate a successful tax business. Linda also tell us that a Knowledge Bureau education is a requirement for training any new staff she hires.
Shift Gears to Focus on Retirement, Estate and Tax Planning 2021
The May 20 Virtual CE Summit: The most important virtual summit you can attend to help your clients with their tax, retirement and estate planning for 2021. The federal budget provisions will have an effect on the tactics you need to use for sound retirement planning in a post-pandemic world, and with the height of this tax season behind us, it’s time to look ahead to the future.
