Winnipeg-based Knowledge Bureau will kick of its latest cross-Canada Distinguished Advisor Workshops next week.
The one-day Audit Defence Bootcamp is designed to help advisors excel as educators and advocates for high net worth clients, newcomers to Canada, and investors and taxpayers who need to understand tax compliance.
Evelyn Jacks, Knowledge Bureau president, will be joined by John Poysner, partner with the Winnipeg law firm Tradition Law LLP Estates and Trusts, and tax services specialist Alan Rowell.
Jacks will help tax and wealth advisors prepare their clients for recent federal and provincial budget changes and global wealth management trends that will affect planning in 2014-2015.
Poyser will review recent jurisprudence in tax litigation, changes in trust law and working with dissention in the family.
Rowell will help you prepare your clients for tax audit season by knowing what will be audited, what can be defended and how to position your advocacy for your client’s best after-tax-position.
The workshops will be held in the following cities: Winnipeg, May 21; Calgary, May 22; Vancouver, May 23; Toronto, May 26 and Halifax, June 3.
For full agenda and workshop details, visit www.knowledgebureau.com/DAW.