Knowledge Bureau Education Days—The CE Summits

Join Canada’s leading experts on tax, retirement, and estate planning to discuss, interpret and strategize on the breaking developments in personal, corporate and cross border tax, supplemented with the latest news on economic, financial and technical advances by renowned experts and instructors who will ensure you are up-to-speed.

Take part in a “blended” learning experience: pre-reading in the outstanding online research library EverGreen Explanatory Notes, participate in peer-to-peer learning in class, and then choose to learn more deeply with numerous practical case studies online.

Save on tuition for multiple-event attendance and for post-session online course selections—only for attendees of the CE Summits!

Participates earn 10 CE/CPD credits for their professional development and a beautiful certificate.

Enrol now Partnership Package

Summit Calendar

Spring 2019

Early registration ends May 15th, 2019

Theme:
POST-BUDGET ACTION STRATEGIES FOR TAX AND FINANCIAL ADVISORS

Topics:
TAX ISSUES: Tax Filing & Wealth Planning with Millennials and Boomers

CROSS BORDER: Filing Personal Returns in Canada vs the U.S. and Estate Planning Tips and Traps

PLANNING ISSUES: Transition Planning—Moving From Capacity to Incapacity

UNVEILING SMARTBANKING FOR BUSINESS - with sponsor CIBC

When & Where

May 28 | Winnipeg
Manitoba Club

May 29 | Calgary
Marriott Courtyard Airport

May 30 | Vancouver
Sandman City Centre

June 4 | Toronto
Pearson Convention Centre

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Fall 2019

Early registration ends October 15th, 2019

Theme:
YEAR-END TAX PLANNING FOR INVESTORS & SMALL BUSINESSES

Topics:
TAX ISSUES: Focus on Family Business and Retirement Income Planning

PLANNING ISSUES: Strategies For Passive Investment Income, Retirees and Intergenerational Succession Planning

When & Where

November 4 | Winnipeg
Manitoba Club

November 5 | Toronto
Pearson Convention Centre

November 6 | Calgary
Marriott Courtyard Airport

November 7 | Vancouver
Sandman City Centre

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Winter 2020

Early registration ends January 10, 2020

Theme:
Advanced 2019 Personal Tax Update

Topics:
TAX ISSUES: Canada’s most comprehensive line-by-line T1 tax forms and theory update

PLANNING ISSUES: Tax savings strategies for investors, property owners & proprietors

When & Where

January 16 | Winnipeg
Manitoba Club

January 20 | Toronto
Pearson Convention Centre

January 21 | Ottawa
Rideau Club

January 22 | Calgary
Marriott Courtyard Airport

January 23 | Edmonton
Holiday Inn Conference Centre

January 24 | Vancouver
Sandman City Centre

Learn More