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What’s New at Knowledge Bureau?

We are pleased to share with you our new educational product releases every week.

Why is that important to you? Our commitment is to develop cutting edge and immediately implementable courses for our busy students! That’s what makes a Knowledge Bureau education so relevant and unique.

Here’s our latest educational creation just for you. Below this, find a link to recent news releases about our new programs this year and feel free to share with your friends and colleagues.

Need something specific that you don’t see here in order to shore up your skills? Please let us know about it.

CE Summits – Canada’s Most Comprehensive T1 Filing Course

Advanced 2020 Personal Tax Update - Join Canadian tax expert Evelyn Jacks and special guest instructors from across Canada who will update you on the latest personal tax changes on the tax forms and dig deep behind the lines so you can find every tax deduction and credit available to the families you do tax returns for. Train your new seasonal and returning staff and save money by booking a whole table. This popular event sells out every year so enrol early.

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Three Months Until Tax Season Starts! Train Your Team

Last year, tax season began on February 19. Tax season has been starting later, leaving less time to file your clients’ returns; but that does leave more time to shore up your education. Now is the time to ensure your team is up-to-speed and ready to prepare audit-proof, tax-efficient returns that save your clients money.

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Spectra Financial Now Hiring: Licensed Financial Representative

Spectra Financial is currently looking to fill the position of licensed financial representative. Read on for more details on this opportunity.

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Introducing the New DAC Acuity 2020

Canada’s longest running conference for top advisors in the tax, accounting and financial services is getting an exciting new mandate. Knowledge Bureau’s highly successful DAC (Distinguished Advisor Conference) will morph into a modern new program called DAC Acuity 2020, and will be held in Niagara Falls from October 28 to 30, 2020. 

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DAC 2019 New Advisor Award Winner: Steven Furtado

Knowledge Bureau is pleased to announce that Steven Furtado, Mandeville Private Client Inc./Zagari, Simpson & Associates, has been selected as the 2019 winner of the Distinguished New Advisor Award. The award will be presented at the Opening Ceremonies of the Distinguished Advisor Conference (DAC) in Puerto Vallarta, November 10-13.

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