Winter CE Summits

A Knowledge Bureau Education Day

THEME: CANADA’S MOST COMPREHENSIVE T1 FILING COURSE FOR 2019 RETURNS

ADVANCED 2020 PERSONAL TAX UPDATE

Join Canadian tax expert Evelyn Jacks and special guest instructors from across Canada who will update you on the latest personal tax changes on the tax forms and dig deep behind the lines so you can find every tax deduction and credit available to the families you do tax returns for. Train your new seasonal and returning staff and save money by booking a whole table. This popular event sells out every year so enrol early.

The CE Summits January Advanced Personal Tax Update, provides a detailed refresher for your multi-advisory team and new and returning tax filing staff. Get ready with sharp and deep knowledge on filing 2019 tax returns. Each full-day workshop, featuring leading Canadian tax
experts, including best-selling author Evelyn Jacks, covers the new rules for the
2018 filing season in detail, as well as how to maximize your evolving relationship with CRA in the midst of rapid technological and compliance changes.

Taxpayer profiles covered include:

  • Families
  • Singles
  • Employees
  • Retirees
  • Investors
  • Real estate owners - including personal residence reporting for change of use and dispositions
  • Unincorporated small business owners

Stay tuned for further agenda details as they’re released.

Winnipeg
Manitoba Club
January 16

Enrol now


Toronto
Pearson Convention Centre
January 20

Enrol now


Ottawa
Rideau Club
January 21

Enrol now


Calgary
Marriott Courtyard Airport
January 22

Enrol now


Edmonton
Holiday Inn Edmonton South
January 23

Enrol now


Vancouver
Sandman City Centre
January 24

Enrol now


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)

7:45 – 8:00 AM REGISTRATION AND COFFEE

Pick up your Advanced Comprehensive Knowledge Journal

8:00 - 9:00 AM PERSONAL TAX UPDATE: WHAT’S NEW IN PERSONAL TAXATION?

Evelyn Jacks, President, Knowledge Bureau. MFA™, DFA™- Tax Services Specialist

• Economic Events: What’s new at Finance Canada?

• Financial Events: What’s New at CRA? CPP, Tax filing details, Efile & audit

• Life Events: Marital Change, Births & RESPs, Disability

9:00 - 10:30 AM

Walter Harder, DFA™- Tax Services Specialist

10:30 - 10:45 AM NETWORKING BREAK

10:45 - 11:45 AM

Walter Harder, DFA™- Tax Services Specialist

11:45 - 12:30 PM

Walter Harder, DFA™- Tax Services Specialist

12:30 - 1:00 PM NETWORKING LUNCH

1:00 - 1:30 PM ROUND TABLE DISCUSSION; CASE STUDIES

Hosted by Knowledge Bureau

Departure Taxes, Immigration/emigration, GRE Estates

1:30 - 2:45 PM

Henry Shew, CPA, Sr. Tax Manager, Cadesky and Assoc. LLP.

2:45 - 3:00 PM NETWORKING BREAK

3:00 - 4:15 PM

Ontario & Manitoba: Alan Rowell, MFA™, RWM™, DFA™-Tax Services Specialist

BC and Alberta: Jos Herman, BComm, CPA, CA, CFP, TEP

4:30 PM

Closing Remarks and Certification

Verifiable Credits – 6.5 Non-Verifiable Credits – 3.5

Attendee Experience

Very informative. Picked up some good ideas; all topics were good. I will attend again. Most valuable business idea: learn to control your business.

—K. Davis, Alberta

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.

Great food (breakfast, lunch and coffee), valuable prizes and surprises.

*CE Credits are pending approval by regulators.

CE Summits - Winter 2020 Sponsors