The Autumn Tax Primer is vital to helping you prepare and confidently tackle the upcoming tax season.
This one-day virtual professional development event is for new or seasoned tax professionals and bookkeepers who must stay current with tax changes, issues, and trends. Hearing from a range of industry experts, will help you provide informed services to your clients and the range of learning will have you prepared for the year ahead.
Date: November 19, 2024
Time: 10:00 AM - 6:00 PM ET (Tentative)
Location: Virtually via Zoom
CPD Credits: 6 Units
Registration
Early Bird
- Members
Ends October 18, 2024
Regular
- Members
After October 18, 2024
Non-member
- For non-members of CPB Canada
Membership Bundle
- Save 20% on CPB Canada Membership with registration
Preliminary Program*
- Capital Gains - What Do you Need to Know?
- Primer on Personal Services Business
- Dealing with an Audit for Personal Returns
- Managing your Firm's Tax Workload
- "How To" Session on Using Cloud Technology to File Tax Returns with Pro Tax
- Building a Beautiful Year End File
- More to come
*Program subject to change
Confirmed Speakers
David J. Rotfleisch, CPA, JD
Owner, Rotfleisch & Samulovitch P.C.
Colleen Hoggarth, CPB, FCPB
Small Business Consultant & Former Owner of Freedom Accounting
Melissa Lenos, CPB, PCP
Partner at King Business Solutions Inc.
Richard, Van Leeuwen, CPA
Principal at Numberra Chartered Professional
Jonathan Carter, CPA, CPB
Founder of KATA Accounting Solutions Professional Corporation
Joe Devaney, CPA, CA
Director Tax Education and Development at Video Tax News
Jason Hastie, MPAcc, CPA, CA
Founder & CEO of TenjaGo
More to come!