CPB Canada workshops are presented by industry experts and thought leaders from the world of business and accounting.
Your client, Laura, a 70-year-old retired high school teacher, is an active online investor. She holds foreign tech stocks, Canadian and foreign mining stocks, some hedge funds, and 30 different GIC’s. Laura says, “I don’t understand all the tax stuff. I follow a few YouTube gurus who say they’ve made a ton of money, and I can, too. Can you help me? Should I still be maxing out my RRSP’s? What about TFSA’s?”
Now in its 18th year, Allan Loiselle’s Tax Tune-Up© workshop is designed for those 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 your questions. A combination of visual presentations, an information-packed workbook, group discussions, 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.
Here are the topics we’re discussing in the coming workshop:
- What to do before you start the return
- Want’s new in federal and provincial taxes
- Selected tax credits
- Detailed discussion of investment income and losses, including active vs. passive income, change in use, reporting the sale of personal residence, taxation of vacant property, types of losses and carry backs, taxation of interest, dividends and capital gains, and more
- Almost real-life exercises
- Building your relationship with your client – Working as a pro
Note! It is recommended you print your workbook prior to the workshop. It contains spaces for your notes and comments, answers to questions, and the material you need for the exercises.
Speaker: Allan Loiselle
Allan is a retired personal tax and small business accountant with over 30 years of 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. Allan and his wife, Selina live just north of Grand Bend on the shores of beautiful Lake Huron.
A few comments about the previous year’s workshops:
“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!"
“Enjoyed the session very much and appreciated the practical nature of the topic. I have taken tax sessions from other sources before, and it is often too theoretical, harder to grasp the concept."
“This was an incredible session. Very informative and engaging. Allan tested us with tax scenarios that were challenging and really made us think."
The workshop is a 6-hour workshop that is presented and split over two 3-hour sessions.
2024 Tax Tune-Up Workshop - Federal/Ontario Legislation - Tuesday, January 9 & Thursday, January 11, 2024, 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.
These sessions will not be recorded and made available after the workshop.