Manage Risk for Small Business Owners

Join Knowledge Bureau President Evelyn Jacks, and guest speakers for a full professional training experience at the next Virtual CE Summit on September 23, 2021. You'll learn effective audit defence methods for managing the tax risk of your small business owner clients. Act by the September 15 enrolment deadline and save your seat to learn how to help small business owners before tax season starts!

You'll Learn:

  • The Post-Election Review:  What Tax Provisions to expect from the next governing party in Canada and the year end planning options to consider
  • A synopsis of the new tax provisions affecting the 2021 tax planning year
  • Tax Compliance Frameworks to observe to help clients facing audits and in some cases, wage garnishees for recovery of pandemic benefits received in error
  • Important Rules Preparing Financial Statements to manage pandemic supports audits
  • GST/HST Filing Requirements for Business Profiles, Non-Profits and Charities and Other Business Sectors
  • The Legal Pathway to Successful Objections and Appeals
  • Forecasting for a New Reality:  Business Growth and Transition, Post-Pandemic
  • Sale of a Business:  What You Need – for your own business and that of your clients

This online course and live CE Summit is ideal for training new and returning staff working in independent tax filing firms, CPAs in public practice, financial services firms, public trustees, legal assistants, municipal officers, payroll and software companies who employ staff involved with retirement and estate planning. 

The Live Virtual session will also put advisors in touch with a national network of
like-minded professionals.

Can't attend? Recordings of the Live Virtual Workshop will be available with the online course.

Meet the Speakers

DFA-Tax Services Specialist, RWM™, MFA™, MFA-P™
Evelyn Jacks is the Founder and President of Knowledge Bureau, Canada's leading national educational institute for professional development in the tax and financial services.  Evelyn is Canada's most respected educator in tax and financial literacy and one of Canada's most prolific financial authors, having written 55 books, many of them best-sellers.  Her most recent is Make Sure It's Deductible. Evelyn appears regularly in national and regional media including Globe & Mail, MoneySense Magazine, on BNN, CBC and Global.  Follow her on LinkedIn and Twitter @evelynjacks.


MI, BSc., MFA-Business Growth Specialist

Susan Watkin, MI, BSc., MFA-Business Growth Specialist, is a private accounting educator, course and textbook author, and business advisor. She has is a regular contributor to Knowledge Bureau courses and live events and recently completed my MFA as a Business Growth Specialist. Her work has been featured in publications across Canada; she has been a guest on “The Social”, “CTV – Your Morning” and “The Marilyn Denis” show, discussing personal income tax.


B.A., JD, M.B.A.

Marco Iampieri, B.A., JD, M.B.A, is a tax lawyer, focusing on tax appeals/tax litigation and tax planning regarding personal income tax, corporate income tax and GST/HST.  He is passionate about tax, explaining complicated tax legislation in plain language. Marco is an Executive Member on the Ontario Bar Association, Tax Law Section. He authored the Featured Article for the OBA Spring Newsletter about the General Anti Avoidance Rule. Marco graduated from the prestigious combined JD/MBA program at the University of Ottawa, and accepted an offer to attend Osgoode Hall Law School for the Master of Laws program in Taxation
(expected graduation September 2022).



Jenifer Bartman, CPA, CA, CMC, MFA-Executive Business Growth Specialist, RWM is the Founder & Principal of Jenifer Bartman Business Advisory Services, providing business and succession planning, growth strategies, financing readiness, executive coaching, and performance improvement. Jenifer is well known for her venture capital and early-stage financing expertise and has written numerous certificate courses for Knowledge Bureau, has been a speaker at DAC and the CE Summits.  Jenifer has co-authored Master Your Investment in the Family Business: How to Increase After Tax Wealth, with Larry Frostiak and Defusing the Family Business Time Bomb, with Evelyn Jacks.