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Resources for You and Your Clients

Knowing where to find informative, current and vetted books on the latest in tax planning, retirement income planning, estate planning and investment planning can be difficult.

The Knowledge Bureau is an educational publisher as well as publishing agent for experts in this field. This site can help you find recent titles covering a variety of topics in the tax and financial services arenas.

Why is this important? If you and your clients are truly going to work on an "inter-advisory" team, everyone needs to be up to speed . . . including the client.

The Knowledge Bureau has dedicated this part of it’s mandate to sharing knowledge with laypeople, so that they can make better decisions in managing their wealth by becoming better educated themselves. We want individuals to be able to ask better questions of their advisors, to make better decisions, confidently.

These resources can make a difference to practitioners, clients, employees, or family members. Browse by book title or author, or view our entire selection.

For bulk ordering of books, and volume discounts, please call 1-866-953-4769.