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This course introduces the five anchor profiles upon which every personal tax return is based-credit filing, employees, families and children, investors, and seniors.
This course overviews common and advanced client profiles. Included is the dynamic and comprehensive tax research library: EverGreen Explanatory Notes.
This course covers a strategic and tax efficient investment income planning process which places capital accumulations in the right hands of individuals in the family.
This course for professionals focuses on the self-employed business owner that is not incorporated.
This course deals comprehensively with the taxation of individual's final tax returns and the new relationship executors have in responsibilities with the CRA.
This course introduces the types of trusts that may be created in Canada and how each of them is taxed.
Bookkeeping in a Digital World is the perfect course for professionals in the bookkeeping, tax and financial services who wish to train their administrative staff to prepare company books, or for those with the professional role of preparing books for others.
In this course, you will learn to manage the bookkeeping functions for a variety of companies to deliver financial results from the simplest to a complex company.
Payroll rule changes have created an increased demand for knowledgeable bookkeepers who can administer payroll. This course will help you understand these rules.
This online certificate course helps position small business owners for potential tax audits in 2021- 2023 with a conscise pathway to navigate the complex rules and comprehensive documentation they will need to satisfy queries from clients and manage risk with the CRA.
This course is perfect for professionals in bookkeeping, tax and financial services to gain the skills needed to assist or direct the budgeting process.
This course addresses a range of areas that might be encountered during the evolution and growth of a company.
This course serves as an introduction to the filing of a corporate income tax return for small business operating under a corporate structure as a Canadian Controlled Private Corporation (CCPC).
Learn to provide advice throughout the year with a view to minimizing the total amount of income taxes paid by the family.
This course will focus on personal and corporate tax planning for small to medium sized businesses, owned and operated by professionals, with a special focus on financial advisors and medical practitioners.
This course provides comprehensive general knowledge on Canada/US cross border taxation issues.
This course is designed in a practical format and will help an advisor become a valuable resource to their clients when considering business valuation issues.
This course has been designed to teach you how to advise private business owners and managers about the best ways to manage his or her compensation to maximize the amount of after-tax income available. You will gain a solid understanding of the options available when constructing compensation packages. These options include salary-dividend-bonus mixes that maximize tax efficiencies for the owner and each family member. As well you'll learn about constraints imposed by income tax and other laws so you can provide sound advice to the employer or client on compensation planning all year long.
This course allows advisors to develop a consistent process for multi-generational planning that looks at the tax-efficiency of both income and capital left for partners and beneficiaries.
Many small businesses in Canada are owned and operated by individuals who are at or near retirement age. This course will teach you to create strategies that can help clients and their companies’ function smoothly.
This course provides an understanding on how trusts are used to plan for the wealth and succession objectives of medium and high-worth clients.
Understand the importance of succession planning for the business and key positions within the business.
In light of the new tax rules that penalize passive investments within CCPCs, advisors must understand how pension legislation can become a power tool to deal with wealth succession, business succession and tax optimization within a corporate environment.
Learn how to focus on continued accumulation and investing, preservation of capital, as well as the tax-efficient withdrawal of funds for your clients.
This course will help you understand what is required to build your skills and to be prepared for continuous change as your business evolves towards expansion and maturity.
Learn more about how to structure and plan for the financial results you need to grow a market driven business someone will eventually buy.
The focus of this course is on establishing and enhancing a company's operational framework around which client relationships can be built and retained.
This course focuses on the things that can be done immediately, without huge investment, to navigate new marketing opportunities with a compelling value proposition.
Support business owners with key tools to manage the privacy risks so that they can implement the best practices with least disruptions to best serve their customers and be confident that they are operating within the regulations for privacy.
The course provides the background information business owners need to understand basic contractual agreements and templates for engagements with customers, sub-contractors and employees.
Learn how to tap into clients' philanthropic goals. In the process, increase opportunities to build trust by understanding clients' values and critical personal causes.
Lead a collaborative team of professionals and help your clients accumulate, grow, preserve and transition sustainable wealth. The RWM™ credentials signify comprehensive training in delivering holistic wealth management services.
The Only Professional Development Conference for Financial, Tax, and Bookkeeping Professionals
Imagine: Break Free To Embrace Transformative Change
November 16, 2022
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May 24, 2023
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Attend the next 2 events