We provide the following Income Tax Return Planning and Preparation Courses:
Tax Preparation for Novice Preparers
Topics covered are:
How to:
-   Harvest the data
-   Understand and use tax lingo
-   Check the tax news of the day and incorporate it into your business
-   Focus on the family's tax efficiencies
-   Focus on tax efficient investments
-   Audit proof your claims
-   Plan for long term tax savings
You will also learn how to prepare taxes for the following five common tax profiles:
The Tax Credit Filer
The Employee
The Married (Partnership) Couple
The Investor
The Pensioner

Estate Planning - Taxation of Death
Topics covered are:
How to:
-   Understand death as a financial event
-   Spot potential income tax problems waiting in the wings along side the grim reaper
-   Identify possible solutions to those problems
-   Identify creative tax strategies that take advantage of the opportunities presented by death, both in terms of personal and  business finances
-   Identify opportunities for probate avoidance

Tax and the Small Business Owner
Topics covered are:
How to:
-   Recognize the Key Reasons Canadians Pay Too Much Tax
-   Tax Cost Average
-   Start a Tax-Efficient Small Business
-   Write Off More Deductions Without Changing Lifestyles
-   Write Off Assets Purchases
-   Maximize Home Office and Auto Expense Benefits
-   Recognize the key profiles of the self-employed
-   Put Family Members to Work and Write it Off
-   Recognize Little Known Family Tax Deductions
-   Create Serious Wealth on Sale of a Small Business
-   Turn a tax Audit Into a Profitable Experience and Ask Intelligent Questions of Tax Advisors

Advanced Tax Planning
Topics covered are:
How to recognize the latest tax filing changes and trends in the following areas:
-   Residency
-   Employment Income and Deductions
-   Investment Income and Deductions
-   Business Income and Deductions
-   Capital Gains and Losses
-   Other Income and Deductions
-   Federal and Provincial Taxes
-   Non-Refundable Tax Credits
-   Tax Computation

These courses are written by Evelyn Jacks a leading Canadian tax specialist. and President of The Knowledge Bureau. Evelyn is a distinguished and sought after speaker on issues such as tax, estate and financial planning. With over twenty years experience as a tax educator and writer she is perhaps best known for her many books such as "Jacks on Tax"

 
During the tax season Evelyn is often seen doing TV commentaries on tax related issues.
 
For more information and to register contact:   
 
Ben Patey, RPA, CBA
A & O Tax & Accounting Services Ltd.
Tele:  902-434-6366
E-Mail: benpatey@accesswave.ca