One Week Until Canada’s Premiere Advanced Personal Tax Update

Canada’s most comprehensive and popular advanced personal tax update is taking registrations for just one more week! It’s a blended learning experience that starts with the January 19 live virtual event, and also includes an online course which is available to attendees until February 28. Plus, you’ll receive what our delegates call the “Tax Bible” – the comprehensive desk top reference coveted by tax and accounting professionals from coast to coast. Register now for the January Virtual CE Summit!

This is an important opportunity to train new and returning staff in a new and improved hybrid live and online course that will help you to shake out the cobwebs and drill down on the detailed tax theory or “dark horses” as well as all news from CRA and Finance Canada for filing 2021 tax returns.  

You’re invited! Check out this video to learn more about this blended learning experience.

What You Will Learn:

  • News from Finance Canada: Tax Theory Changes
  • Tax Form Changes on an over 40-page T1 return
  • Review of filing requirements for individuals, households (including employees, retirees, investors and real estate property owners.
  • Filing for unincorporated business owners and cross-border issues
  • Optimizing life's transitions: disability, divorce, and death with tax software tips

Check out the detailed agenda and comprehensive table of contents online!

Online Course: Content

  • Introduction to T1 Filing and Planning
  • Unique Taxfiler Profiles
  • Family Filing
  • Simple Employment Profiles
  • More complex Employment Profiles
  • Senior Profiles
  • Investor Profiles
  • The Self-Employed
  • Principal Residences
  • 2021 T1 Tax Theory Changes

Meet the Speakers

President, Knowledge Bureau
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.

Tax Lawyer

Marco is an Executive Member on the Ontario Bar Association, Tax Law Section, and Marco 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 subsequently accepted an offer to attend Osgoode Hall Law School for the Master of Laws program in Taxation (expected graduation September 2022). Marco received taxation law legal instruction from Queen’s Counsel who appeared numerous times at the Supreme Court of Canada as a member of the Department of Justice Canada, and Marco has received tax law training from very experienced senior tax counsel. Marco successfully advocated for taxpayers subject to, among others, net worth assessments, the sham doctrine, director’s liability assessments, gross negligence penalties, principal residence exemption denial, GST/HST issues, and Marco has implemented tax plans deferring tax payable.

DFA-Tax Services Specialist,
MFA™-Succession and Estate Planning Specialist, RWM™

CEO, The Accounting Place

Alan Rowell brings over 35 years of practical business experience in the tax and financial services industries, specializing in working with individuals and small to medium-size businesses by providing accounting, taxation and business consulting services that are unique to each client.  He has specific expertise working with financial advisors and their individual clients in bringing a tax perspective to investment, retirement and succession planning.

Frostiak & Leslie Chartered Professional Accountants Inc

Since 2016, Corey Bickerton, CPA, CA has been a manager at Frostiak & Leslie Chartered Professional Accountants Inc. He has more than 15 years of experience in both industry and public practice assisting business clients in areas of accounting, assurance, corporate taxes and personal taxes. Corey also has further technical knowledge in small business accounting programs, as well as programs and financial support available during the COVID pandemic. His career highlights include earning his professional accounting designation in 2007.

President, Cadesky U.S. Tax Ltd.

Dr. Dean Smith is a partner with Cadesky and Associates LLP, and the President of Cadesky U.S. Tax Ltd.  Cadesky is a boutique accounting firm that provides only taxation services. Dean has been involved with expatriate tax work for over 23 years, assisting companies moving employees around the world.  Clients also include private individuals who have multiple jurisdictional filings. 
Dean is also an instructor and writer with Knowledge Bureau. 

Head Trainer, MTax

Gerry Vittoratos has been working for Thomson Reuters for over 10 years as a trainer and tax support resource person. In his capacity as head trainer, Gerry has been providing training sessions to tax professionals all over Canada. He has also made several radio and TV appearances on BNN and Global TV as the UFile tax specialist discussing a multitude of tax topics.