FOCUS ON INVESTORS AND OWNER-MANAGERS
(Come back often as new details are released)
PART 1: THE YEAR END TAX PLANNING COURSE - ONLINE
HOW TO COMPLETE YOUR KNOWLEDGE BUREAU ONLINE COURSE COMPONENTS
Access Your Comprehensive Knowledge Journal, Quizzes and EverGreen Explanatory Notes in the Virtual Campus as soon as you receive your enrolment confirmation. Study at your leisure out of your favorite self-isolation space, or study using Microsoft Teams or other platform, with your business colleagues or staff.Check out your Virtual CE Summits T uition Value Program and Prizes.
2020 PERSONAL TAX UPDATE AND ANALYSIS OF 2020 BUSINESS RESULTS
Tax filing statistics and new client profiles, behavioral finance issues
Tax brackets, rates, deductions, credits, clawbacks and tax calculations for 2020
Changes to taxation of income and income replacement program
Taxation on wealth: asset valuation, acquisition and disposition
Focus on Investments - 14 Opportunities
In this session three important components of year end business management are discussed:
Learn to help your clients with cash flow budgeting to establish targets to manage cash flows, identify when new cash resources might be needed, and arrange for them, and decide what to do with surplus cash including the acquisition of new business-use property or increased distributions to owners.
UNDERSTANDING THE CORPORATE BALANCE SHEET
UNDERSTANDING SHAREHOLDER EQUITY
SOURCES OF CORPORATE INCOME
COMPLETING T2 RETURNS
Understand Personal – Corporate Tax Rates and Integration
Shareholder Remuneration Options including when to take:
TAXATION OF DIVIDENDS FOR THE WHOLE FAMILY
9:30 AM – 2:00 PM
(all times list below in Central Standard Time)
LOG IN TO ZOOM: A link will be emailed to you 48 hours before the Webinar. Each Session includes a 25 minute presentation, then 5 minutes for Q&A and Polling. Each Registrant must answer the Poll as part of the session to be eligible for CE.
WELCOME AND OVERVIEW
With Your Host Evelyn Jacks, President, Knowledge Bureau and Moderator Barbara McRae, CMP, RWM™, Strategic Events.
Session 1 – PERSONAL TAX UPDATE AND YEAR END INVESTMENT STRATEGIES
Session 2 – BUSINESS RESULTS ANALYSIS, FORECASTING, BUDGETING
Session 3 – CORPORATE TAX BOOTCAMP PART 1
Dr. Dean Smith
Session 4 – CORPORATE TAX BOOTCAMP PART 2
Dr. Dean Smith
Session 5 – OWNER-MANAGER REMUNERATION PART 1
Session 6 – OWNER-MANAGER REMUNERATION PART 2
Society of RWM™ Panel: YEAR END DONATION STRATEGIES FOR OWNER-MANAGERS
My goal is always to learn more. I’d recommend the CE Summits, as we need to stay relevant and have the ability to make an
impact on our clients requires our knowledge and skills to grow exponentially.
- Ruth Horst