Virtual CE Summit

January 17, 2024

The T1 Advanced Tax Update: We’ve Got You Covered for Tax Season

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 2024 tax returns.

Accreditation Reminder

This CE Summit qualifies for Knowledge Bureau designate re-licensing requirements, deadline June 30, 2023. It is also accredited by various provincial accounting and bookkeeping organizations, insurance councils and IIROC (pending approval by the regulators)

New to Virtual Events?

All attendees of a CE Summit are invited to join us for an optional orientation session that introduces you to Zoom and the Knowledge Bureau Virtual Auditorium.
PART 1: THE CE SUMMIT ACCREDITED ONLINE COURSE – Completion of this online course provides the successful graduate with 20 CE/CPD hours towards meeting CE requirements for Knowledge Bureau designations and qualifies for a full course credit in the Knowledge Bureau Designation Programs. Some third-party accreditors and professional organizations may also confer CE hours.

PART 2: YOUR COMPREHENSIVE LINE-BY-LINE DESKTOP REFERENCE. This online course may be supplemented with a comprehensive Desktop Reference, in hard copy, for an extra charge of $195 plus taxes and will be sent under separate cover.

PART 3: YOUR VIRTUAL CE SUMMIT – This Live/Virtual Event, occurs on January 18, 2023, featuring Special Guest Instructors with noted expertise in the Canadian tax industry. The successful graduate is credited with 10 CE/CPD hours.

“This was a great, very informative summit! Answered a lot of my questions and gave me points to touch on with my clients.” – Cathy Losing

“Another great day for knowledge and fantastic speakers and topics.” – Tammie Gilbert

“Awesome first-time experience Evelyn and team. Thank you.” – Tania D’souza

Why is this Timely?

The CE Summits address timely issues affecting financial decision making today and for years to come.

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.

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:

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

Post-session: special tuition fees for online studies.

Outstanding networking opportunities with a diverse audience.

*CE Credits are pending approval by regulators.