Date: Saturday, December 14, 2013
Time: Registration & Buffet Breakfast: 8:00 am – 9:00 am
Seminar: 9:00 am – 12:00 noon
Location: Sandman Signature Hotel Vancouver Airport
10251 St. Edwards Drive, Richmond
Cost: Members (CGA/CPA): $60 Non Members: $70 Students: $40
3 CPD Hours
($3 from each registration is donated to CGA-BC Educational Foundation
in support of CGA students and members in financial need)
Using Tax Returns as a Road Map to Financial Planning
It is an easy trap to become too task-oriented at tax time. The least you have to do is to focus on preparing your own tax return. For many, it is the time of year when all of your clients’ personal affairs cross your desk. The progressive practitioner can serve clients better by wearing multiple lenses whilst processing all of those T-slips. As a result, the routine tax return can be a gold mine of inspiration for higher-level application of financial and wealth management strategies.
This course can teach you how to systematize the integration of taxation and financial planning for yourself or your clients into your annual Tax Season. Commercial tax preparation software easily can be programmed with “If statements” to create filtered lists and tailored diagnostic checklists to facilitate your value-added integrated approach.
Speaker: Don Nilson, BComm, MS (Bus Admin), CMA
Don attained his professional accounting qualification in 1981 and his financial planning designation in 1998. He has been registered since 1994 as a Portfolio Manager with the BC Securities Commission. In 2006, Don was admitted into the International Society of Trust & Estate Practitioners.
Don has been lecturing for CGA for over thirty years and delivers seminars in a wide range of subjects. Don has received career achievement recognition awards from the University of British Columbia, the Sauder School of Business, the Certified Management Accountants of Canada, the Certified General Accountants of BC, the Certified Management Accountants of British Columbia and the Financial Planning Standards Council. These awards have recognized his contributions to leadership, teaching, volunteerism, the university community and the financial services industry. Don presently serves as National Treasurer of the Canadian Association of Professional Speakers. His “Dinner with Don” Program provides mentoring to fellow professionals.
Help Support Our Toys/Book Drive to the Richmond Christmas Fund!
We understand that not everyone is fortunate and many families in Richmond live with only the barest of necessities. During the holiday season, financial pressure is particularly difficult.
Join us in the Richmond Christmas Fund program in the spirit of giving at our upcoming PD seminar on December 14, 2013.
You can help by dropping off a New and Unwrapped Toy* or a New and Unused Book** when you sign in at our registration desk.
* stuffed animals are not accepted due to potential allergies
** readings for ages 9-12 are highly recommended
We appreciate your generous donations in the past and would like to thank you for your kind support to the Richmond Christmas Fund’s needy families.
Photography and Video
As part of our coverage of CGA-BC events, participants may be videotaped, photographed and/or quoted, with or without attribution. If you object to being photographed or videotaped, please let one of the organizers know.
Chapter Newsletter and RSS Feed
Please follow the link http://blogs.cga-bc.org/richmondsd/ for more info on future PD seminars and Chapter events of CGA-BC Richmond/South Delta Chapter.
To automatically receive updates from The Monitor, Chapter Newsletter, please provide your email address through this link Get The Monitor delivered by email.