THE ALL NEW VIRTUAL CE SUMMITS - Spring 2020

In a new format: a professional online course plus interactive live virtual meeting.


ONLINE LEARNING RELEASE – Virtual Campus. Available April 22, 2020.

Take the Pre-learning: Get all the technical details of the COVID-19 Canada Emergency Response provisions in this comprehensive Knowledge Journal which includes 7 Online Modules complete with Quizzes, Case Studies and Access to EverGreen Explanatory Notes so you will have full and confident knowledge for your conversations with your clients.

It’s outstanding detailed content on the tax and financial planning effects of an unprecedented series of events.

INTERACTIVE ZOOM LIVE WEBINAR MAY 13

8:30-1:00 PM EST

Join us live participate in keynotes from our
expert instructors and interact with your Q&As with peers from across the country.

TOPICS

Knowledge Bureau President and tax expert Evelyn Jacks will be joined by a number of guest instructors, who will focus on the following topics:

  • NEW TAX MEASURES IN 2020 PANDEMIC RESPONSE – ANALYSIS AND COMMENTARY
  • THE BUSINESS OWNER’S DILEMMA: JOB TERMINATION IN A PANDEMIC
  • PRE-PLANNING: GETTING EMPLOYMENT CONTRACTS AND YOUR BUSINESS CONTINUITY RIGHT
  • PERSONAL PENSION PLANNING
  • TAX EFFICIENT GLOBAL INVESTMENT STRATEGIES IN 2020
  • LOSS DEDUCTIBILITY: A DEEPER DIVE
  • THE WAKE-UP CALL: ADDING PEACE OF MIND TO PoA AND WILL PLANNING

PREREQUISITES

The only prerequisites are:

  • A good WiFi connection
  • Access to a device (laptop, desktop, ipad or phone even) with camera and a good microphone (it is not recommended to use the microphone on your device).

There are many capabilities for the meetings including polling, chat and Q&A (using the Webinars), we encourage you to participate with us fully as we would together in a regular CE Summit event.

TUITION FEES

The Price is Right. As a special introductory offer, when you register by April 17, you pay only $395. Ask your
whole office to join in. The individual team add-on rate is $195. Each additional team member will also earn their CE Credits and be provided with the online course, quizzes and cases.

A VIP Designate Rate. Knowledge Bureau Designates pay only $295 – but only if you register by April 17. Those previously registered for our live spring CE Summit events will receive a credit for
future studies for amounts paid above these low introductory rates for the New
Virtual CE Summits. Or apply the credit
to invite your team.

Remember: After April 17, the $695 regular fees apply
for everyone.

Earn 10 CE Credits: 3.5 Verifiable credits (Virtual Class) & 6.5 online learning

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

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)

Attendee Experience

It’s very important to keep updated with all the federal,
provincial changes – best education programs I have seen over 10 years.
Very knowledgeable and friendly environment.

—Olga G., BC

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.