Fall CE Summits

A Knowledge Bureau Education Day


Focus on Family Business and Retirement Income Planning

Learn the details behind the Fall Economic Report and how new tax changes and 2021 economic forecasts with Canadian tax expert Evelyn Jacks, who will prepare you for tax season 2021 and the tax planning you need to do before year end with individuals, families and boomers who want to keep more of their income now and the value of capital in retirement.

Prefer a personal touch? Call toll-free 1-866-953-4769 for a one-on-one consultation


November 13, 2020

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November 16, 2020

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November 17, 2020

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November 18, 2020

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Who Should Attend?

These workshops are 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 any CRA remittances.

Professionals may earn: 10 CE/CPD credits

3.5 non-verifiable CE/CPD credits

6.5 verifiable CE/CPD credits

You can also participate in networking opportunities to build relationships across the financial services industry.

Detailed Agenda

(Come back often as new details are released)

It is a great way to keep up with current CRA changes and upcoming policies.

- Suzanne Beaudoin, DFA-Tax Services Specialist™, MFA™, RWM™

Why is this Timely?

Every year there are significant tax and economic changes announced in federal budgets and economic updates from the Finance department. This information is necessary to facilitate end-to-end financial planning: from filing accurate and audit-proof tax returns, to planning investment, retirement, succession, estate and trust solutions.

These Knowledge Bureau Education Days will help you better serve your clients with deep knowledge and confident skills. Most important, you will be positioned to become a more trusted advisor in a multi-advisory team of professionals who help in end-to-end financial services: from banking to bookkeeping and tax compliance, to holistic family wealth management.

What’s Included?

Receive outstanding year-end tax planning information from the top experts in personal and corporate tax, and retirement and estate planning, plus $465 in extra value:

CE Credits*: IIROC, Insurance Councils, Knowledge Bureau, and other professional organizations.

Pre-session reading in EverGreen Explanatory Notes, plus a complimentary 3-month subscription.

Post-session: special tuition fees for online studies. You save $200 when you enrol in one of Knowledge Bureau’s educational offerings.

Comprehensive Knowledge Journal— your desk-top reference.

Outstanding networking opportunities with a diverse audience.

*CE Credits are pending approval by regulators.