Time Zone Confusion? Be Sure for the November 5 CE Summit

Time zone confusion ahead of the November 5 CE Savvy Summit and other important deadlines in your educational calendar? At Knowledge Bureau, we speak in Manitoba Time, and we know the recent changes around daylight savings has been complicated for many. You can use our handy conversion link to check out the start time in your time zone, or check out our guide featuring major Canadian cities below: 

• 6:15 am Vancouver, BC
• 6:15 am White Horse,YT
• 7:15 am Calgary, AB
• 7:15 am Edmonton, AB
• 7:15 am Regina, SK
• 8:15 am Winnipeg, MB
• 8:15 am Toronto, ON
• 8:15 am Montreal, QC
• 9:15 am Halifax, NS
• 9:45 am St. John’s, NL

Last Chance to Register: Four Tax Experts, One Day of Advanced Year-End Tax Planning

There's still time to register for Knowledge Bureau's November 5 CE Savvy Summit: Year-End Tax Planning for Investors and Business Owners. This full-day virtual event brings together four leading tax experts to explore the issues professionals need to understand as they prepare for year-end and look ahead to 2027.

With year-end approaching, tax and financial professionals have important planning opportunities to consider for their clients. From anticipated tax changes and cross-border issues to charitable giving and business owner planning, staying current is essential to identifying opportunities, managing tax risks and providing valuable advice before December 31.

Four Expert Sessions, One Comprehensive Update

Evelyn Jacks: Year-End Tax Planning for Individuals, Investors and Business Owners

Explore important tax changes and planning opportunities for 2026 and beyond, including the implications of the federal budget, overlooked tax provisions and key considerations involving education, retirement, severance, incapacity and estate planning.

Dr. Dean Smith: U.S. Cross-Border Planning in Volatile Times

Understand the tax implications of cross-border employment, investments, pensions and property ownership. This session will also address residency, snowbirds, foreign asset reporting and year-end considerations for Canadian business owners with U.S. interests.

Larry Frostiak: Focus on Donations: Gifts by Individuals, Estates and Trusts

Sharpen your knowledge of charitable giving strategies, including gifts of appreciated securities, the Alternative Minimum Tax, donations by Graduated Rate Estates and opportunities to optimize taxes through personal, corporate and estate giving.

Kim G.C. Moody: Planning for the Owner-Manager: From Acorn to Oak

Examine important tax and wealth planning considerations throughout the life cycle of a privately held business, from business structures and compensation planning to wealth preservation and succession.

The Society of Distinguished Wealth Professionals.  Retirement Planning with OAS Clawbacks

Review the rules and the opportunities in advance of your year end conversations with anyone over the age of 64.

Earn 20 CE/CPD Credits and Continue Learning

The November 5 CE Savvy Summit offers 20 CE/CPD credits, combining live virtual instruction with a five-chapter online course. Registration also includes access to session recordings and EverGreen Explanatory Notes, providing valuable reference materials for continued professional development.

The Bottom Line: There's Still Time to Register

Year-end planning is about more than preparing for the next tax filing season. It's an opportunity to identify tax-saving strategies, address emerging risks and help clients make informed decisions before December 31.

Join Knowledge Bureau's four tax experts tomorrow, November 5.

Explore CE Summit agenda and register