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Last updated: October 15 2013

Bootcamps: Year-End Planning, Corporate Tax, and TaxCycle Software

Especially for tax practitioners and wealth advisors, you are invited to a unique professional development opportunity.

 

 

 

 

 

2013 National Fall Tour:
Personal & Corporate Tax Planning

A Special Invitation From
 

Cameron Peters,
President
Tax Cycle		 Evelyn Jacks,
President
Knowledge Bureau

 

A Joint Educational Initiative Especially for You

 

TaxCycle Fall Tour:
Software Training & Planning
for Individuals
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Knowledge Bureau Tour:
Corporate Tax & Year-End Planning Bootcamp for Business Owners
TaxCycle is going on a cross-Canada tour to give you a deeper look at Canada's most-innovative professional tax software! Knowledge Bureau experts will be there with a personal tax update too!

Join founder and CEO Cameron Peters for an
in-depth one-day seminar to explore the full power of TaxCycle and DoxCycle.
  • Prepare for year-end and the coming T1 season with a 2013 tax update and year-end planning tips from experts at the Knowledge Bureau.
  • Learn why TaxCycle's EFILE-First approach cuts hours and confusion out of your tax season.
  • Find out how to use DoxCycle to build your paperless tax office, from importing client t-slips, to tax preparation and filing features.
  • See how TaxCycle instantly creates an email of missing slips and information to request from your clients.
  • Check out "no-click" pension splitting optimization, truly automatic T1-ADJs, and proactive review features that take your preparation to the next level.
  • Be the first to see TaxCycle's expanded suite in action, including T1, T2, T4/T4A, T5 and T5018.
  • Discover how TaxCycle's Client Manager helps you keep on top of more returns and in better touch with your clients.
  • Hone your skills with a bonus session of Alan Salmon’s Little-known Excel tips for tax preparers
Earn 5 CE/CPD Credits

What to Expect:
  • Doors open at 8:30 AM for breakfast and registration
  • Sessions start at 9:00 AM and run to 3:30 PM.
  • Breakfast, lunch and coffee are included.

Don’t miss Knowledge Bureau experts Evelyn Jacks, Alan Rowell and Doris Woodman-McMillan in a city near you.

 

 
   Increase your revenues and value proposition. Attend this
in-depth one day, certificate course for practitioners and wealth advisors who want to work more confidently with incorporated small business owner-managers.  
 
Expert instruction from Evelyn Jacks, Larry Frostiak, FCA, Alan Rowell, MFA and other Knowledge Bureau experts. Special Guest: Cameron Peters unveiling TaxCycle T2.
 
Who Should Come:
  • Tax Practitioners: Learn how to add T2 tax planning and preparation to your T1 business
  • Financial Advisors: Obtain the knowledge you need to build relationships with business owners and their tax specialists. 
  • Incorporated Pros: Learn how to maximize your own year-end tax personal-corporate tax planning opportunities
Earn Up to 10+ CE/CPD Credits

What's Included:
  • Pre-session materials:  Do pre-session reading in your online research library, EverGreen Explanatory Notes: Earn 2.5 CE/CPD credits in advance. 
  • Take expert in-class instruction and receive your comprehensive Knowledge Journal to take home:  Earn 6.5 CE/CPD credits.
  • All inclusive workshop fees include all of the above plus breakfast, coffee, snacks, lunch, certification.
  • Optional: Do the post-session case study work featuring TaxCycle online. Learn T2 tax software applications. Additional fees apply. Earn 30 CE/CPD credits in total.
Doors open at 7:30 AM for breakfast and registration
Sessions start at 8:00 AM and run to 4:30 PM.
See agenda.
 

 
Also now available: Pre-registration for our comprehensive January Personal Tax Bootcamp and May Audit Defence Bootcamp.
 

 


 



 



 

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