Earn CE/CPD Credits, Refresh, Update, and Train Your Team

Get in tip-top tax shape with our live bootcamps, starting with November’s Corporate Tax Bootcamp. Register by October 15 for best fees.

Corporate Tax & Year-End Planning Bootcamp

Learn how to prepare T2 returns for 4 types of micro businesses and gain a deeper understanding of the business issues and tax options that apply to personal/corporate tax planning. You’ll gain confidence in preparing a T2 accurately and know how to minimize taxes and identify planning opportunities. The Corporate Tax Bootcamp will help you provide the expertise your small-to-medium sized business owner clients seek for family wealth planning. Perfect for financial advisors who want to work with more business owners or understand their own corporations better. Finally, this bootcamp will provide you with the deep knowledge you need to work on an inter-advisory team.
Early registration deadline: October 15

Can't attend Corporate Tax Bootcamp? Get refreshed with our online course T2 Corporate Tax Preparation – Basic.

Personal Tax Bootcamp

It’s ALL TAX, ALL DAY—and it’s going to be fun! Shake out the cobwebs: Get ready for the busy 2014 tax season in this fast paced workshop focused on changes in personal tax planning, 2013 T1 tax forms and all the details you need to really dig for every tax deduction and credit your clients are entitled to. Our noted experts walk you through a comprehensive update and refresher designed especially for busy professionals in the tax, accounting, and financial advisory industries.

Save time and money with the latest new rules at your fingertips, and tips on conducting thorough, time-saving interviews. You’ll love our famous “Line-by-Line Tax Trivia” and “Knowledge Based Marketing” tips. Provide the highest standards of accuracy and professionalism in tax preparation, tax planning, and tax-efficient investment services. Bring your team, too.
Early registration deadline: November 30.

Can't attend Personal Tax Bootcamp? Update your knowledge with our online course T1 Personal Tax Preparation – Basic and
T1 Personal Tax Preparation – Advanced.

Audit Defence & Regulatory Compliance Bootcamp

Your value proposition is changing: today, a sharp, knowledgeable advocate is in demand when busy taxpayers receive notices from CRA. This is a must-attend for professionals who are preparing responses to audits, re-assessments, or counselling on the grey areas that can trip up family wealth management strategies. Change the game; know the rules. This tax audit season – June to December –respond with and set up the best defence path. Your technical accuracy and organizational framework to take a case throughout the appeals process will win referrals and higher billings. Financial Advisors: learn about the New Client Relationship Rules, too.
Early registration deadline: May 15

Can't attend Audit Defence Bootcamp? Earn valuable CE/CPD credits with our online course T1 Professional Tax Preparation – Proprietorships and Tax Planning for the Corporate Owner-Manager.

Download the Tax Bootcamp Trio brochure here.