Virtual CE Summit

November 1, 2023

Year End Tax Planning

This CE Summit agenda is packed full of vital information tax and financial planning specialists need to know to plan to reduce taxes and build wealth this year and beyond, with a particular focus on year-end tax planning.

Who Should Attend?

This live CE Summit is 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 Retirement and Estate Planning.

The Virtual session will also put advisors in touch with a national network of like-minded professionals.

Accreditation Reminder



THIRD PARTY ACCREDITATION: Insurance Council Credits Included.

In an industry where so much emphasis is placed on continuing education, I’ve taken many courses through multiple providers. I find that most have their own difficulties keeping up with tax changes to ensure their own content is always up to date. That was the difference with Knowledge Bureau. All information was updated to current tax rules and guidelines.

Steven Hughes, CFP, CIM, CLU, CHS

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.