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Workshops

CPB Canada workshops are presented by industry experts and thought leaders from the world of business and accounting. 

2023 Tax Tune-Up Workshop - Federal/Alberta & BC Legislation - February 14 & February 16, 2023 (Open Subject To Demand)

February 14, 2023 to February 16, 2023

1:00 PM - 4:00 PM EST

Info

Your client has a small business and says “I renovated the shop this year, and it cost a ton of money.   But I can write all that stuff off, can’t I?”  Now in its 17th annual edition, Allan Loiselle’s Tax Tune-Up© workshop is designed for those who are new to the tax preparation profession, returning seasonal tax preparers and more experienced people who would like a refresher. It’s a fast-paced, informative, interactive workshop designed to answer this question and more.   A combination of visual presentations, information-packed workbook, class discussion and individual exercises, help you get to where you want to go.  You will receive useful ideas and knowledge you can put to work right away.

Speaker
Allan Loiselle is a somewhat retired personal tax and small business accountant with 30 years experience working with clients just like yours.   He understands the challenges of tax preparation and bookkeeping from the perspective of someone providing services to individuals and small business owners.   He has been there and done that.  Allan is a life member of the Association of Tax and Accounting Professionals, and served on their board of directors for many years, including three terms as President.   He is Treasurer of Emmanuel Baptist Church in Exeter, ON, and a charter member of Rotary District 6330 Passport club.    

Allan and his wife, Selina live just north of Grand Bend on the shores of beautiful Lake Huron.   When not presenting, Allan likes working around their place, biking, snowshoeing and reading.

 

A few of the comments about last year’s workshop:
“Allan was so humorous - I really enjoyed his presentation and would go again - Would love if he discussed self-employment on a T2125"
“Very useful information presented in a thoughtful and interesting way. Thank you!"
“I was impressed with the way he held everyone's attention and kept us engaged - that says a lot when you're talking about 3 hours of tax at a time!"

Agenda:

  • Getting started/client interview
  • What's new
  • Annual review of tax brackets & rates
  • Common asset classes & CCA rates
  • Capital vs. current expense
  • Dividends vs. Wages/Salary
  • Self-employmentnt income & T2125
  • Objections & Appeals
  • A few current court cases
  • What it takes to be a professional

The workshop is a 6-hour workshop that is presented and split over two 3-hour sessions. 
2023 Tax Tune-Up Workshop - Federal/Alberta & BC Legislation Tuesday, February 14th & Thursday, February 16th 1:00-4:00 pm EST (10:00-1:00 pm PST, 11:00-2:00 pm MST). Registration for these dates is capped at 25 participants. 
Attending the workshop fully qualifies for 6 CPD units.