January 2021 Tax Update Seminar

The only way to control time while completing returns efficiently and correctly the first time, is to know your stuff.

Every year there are significant changes on the personal tax return and new rules behind the lines that must be understood by professional who file returns or participate in the provision of tax filing information for their clients. But especially this year, as a result of COVID benefits there are more tax changes and more first-time filers than ever before.

Join us virtually in January 2021 as we focus on the personal tax changes for the current tax filing year. Be better informed to answer questions about required documentation, tax compliance, tax planning for individuals, families, owner-managers and COVID relief programs.

Thursday, January 21, 2021

FAMILY FILING AND T1 FORMS REVIEW (Presented by Evelyn Jacks)

• Changes to the T1 and Schedules
• Key Tax Theory Changes
• Note: Please print T1 Tax Forms Appendix 1

PANDEMIC SUPPORTS REVIEW  (Presented by Evelyn Jacks)

• Changes for Employees
• Changes for Students
• Changes for Business Owners

TAX PROFILE REVIEW (Presented by Alan Rowell)

• Seniors – What’s New in 2020? 
• Property Owners – New Issues in 2020
• Investors – Managing Assets, After Tax

TAX FACTS REVIEW (Presented by Alan Rowell)

• Tax Season 2020 Jeopardy

Friday, January 22, 2021

PROPRIETORSHIPS AND CORPORATE OWNER MANAGER UPDATE (Presented by Dr. Dean Smith)

CASE STUDY:  DEATH OF A TAXPAYER AND T3 REVIEW (Presented by Alan Rowell)

DATES:  January 21 & 22, 2021 - Mark Your Calendar & Stay Tuned for More to Come

TIMES:  12:00 noon - 4:00 pm EDT

NOTE: Agenda subject to change without notice.

As an optional choice, available to ATAP Members Only, the KB Tax Journal is available by pre-order only.  As a special rate for our members, the price of the journal will be $195 plus HST (that's a savings of $200). Order yours today and before January 10 to avoid disappointment!