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The theme is CHANGE...change in relations with CRA, and change within the family as clients cope with life transitions: appointing alternate decision makers due to diminishing capacity or death, family dissention, trust law changes, and common areas of concern like dealing with business succession and family cottage transitions. This workbook was provided to all attendees of the May 2014 Distinguished Advisor Workshop: Audit Defence Bootcamp. Contains all PowerPoint presentations.
Worried about your financial future? You don’t have to be. If you want to have the most income today so you can do all the things you most want to do, have confidence and security knowing that you will never run out of money, and comfort in knowing that your portfolio won’t disappear due to normal market fluctuations, you need to read this book.
“My brother and I both have copies of Master Your Retirement. We both think it is one of the best retirement books available in Canada – and wanted to thank you very much for writing it!”
– Jeff Gifford, ON
Millions of people are Netfiling—using tax software and the click of a mouse to file their tax returns. It’s seductively simple but are “do-it-yourselfers” leaving money on the table because they don’t know their tax filing rights?
This year, save both time and money by understanding your own return and take better control of your family’s financial affairs, too, with Canada's most trusted, best-selling tax author, Evelyn Jacks. This best-selling tax guide has been updated to the new tax filing rules.
Did you know that the number of days you spend in the U.S. each year can deem you to be a U.S. resident for tax purposes? This would mean that you would be subject to all the U.S. tax laws and reporting regimes. If you are not careful, you could technically be in the United States as an “illegal alien.” You could even be a United States citizen and not realize it, and that has tax consequences.
More and more Canadians are traveling to the United States on vacation, investing in U.S. securities, purchasing U.S. real estate, and even marrying U.S. citizens, and the majority of them are doing so without realizing there can be some potential tax consequences to their actions. Don’t get caught – get the tax facts.
“I wish my parents had talked to me about money.” If this resonates with you, you are not alone. Millions of families have a difficult time embracing financial conversations so crucial to the ongoing health of family income and capital. This is especially true in times of transition: changes in health, career or retirement.
If you are raising a young family and challenged with how to teach principles for healthy money management, this book’s for you! But if you are in your mid-thirties and wondering how to broach the subject of your role in the financial future of your ailing parents, you’ll love this read, too.
"Presence" has always held a certain mystique that is empowering and attractive – it can improve relationships, transform situations, and influence success.
Whether starting out in your career, asking for venture capital, meeting potential clients, or advancing into a new social environment – including retirement – you will want to stride forward with confidence and ease. EMPOWER YOUR PRESENCE is about developing that distinctive quality that can create opportunities and propel you to new heights.
This is a must-read book for ALL generations – Gen Y (18 to 33), Gen X (34-48) and Boomers (49+) – who want to invest in their best attributes, passions, and skills and market their unique promise of value as an important part of their ongoing personal success.
Shipping January 24, 2014
Knowledge Bureau knows that in an ever-evolving industry, it can be hard to keep up with the most current information. That’s why we’ve done it for you – and you can update your knowledge, featuring the 2013 T1 return.
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NOW A CANADIAN BESTSELLER!
Is it time to take charge of the results you get with your money? Are you tired of being let down, paying fees that are too high and worrying about losing your savings? Do you want to keep more of your money? Make more for the future?
Then you need to recharge with some Essential Tax Facts! Canada’s most trusted tax author, Evelyn Jacks, is your guide to tax savvy decision-making at every age.
Make no mistake: tax efficiency is your #1 weapon in taking control of your time and money. Whether you are rebuilding your portfolio or simply wishing to avoid the wealth eroders that will make you poorer in the future, Essential Tax Facts is your must-have guide to self-reliance.
A Beginner's Guide to Investing in a New World Economy
It's going to Take Insight and Wisdom.
If you need some, pick up this book!
Need a New Investment Strategy? Want to avoid another hit to your portfolio? Need to hold your financial advisors to task? Take an investor's guide to the new world economy, written by three of Canada's leading authorities in tax efficient wealth management.
One Couple's Turbulent Journey to Financial Independence.
Findependence Day chronicles a young debt-ridden couple’s long journey to financial independence. After being humiliated about their credit card debts on a national TV show, Jamie Morelli vows his personal Financial Independence Day will be the day he turns 50. His wife Sheena is slow to buy into the “guerrilla frugality” stance needed to save and invest. Jamie ignores her wish to buy real estate and jumps into the stock market just before it crashes. He goes for the big score when his hobby web site attracts interest from venture capitalists and a major Internet portal. After he is betrayed by a business partner, his world falls apart, threatening his dream of early financial independence.
You Earned It, Now Keep It! Maximize Your Profits By Getting the Most Out of Every Tax Deduction. No matter what kind of small business you have, you owe it to yourself to take advantage of every legitimate business deduction and personal tax planning benefit at tax time.
In the Fourth Edition of Make Sure It’s Deductible, Knowledge Bureau President Evelyn Jacks, one of Canada’s most prolific authors, provides the vital, practical information you need to increase your bottom line and run a tax-efficient and audit-proof small business.
The 4th Edition features a "help yourself" chapter summation and includes a handy "need to know" and "need to ask" guide to powerful, tax efficient decision making all year long.
This fast-paced, entertaining book is a must read for consumers. As well, it is one of the best books that advisors can give their clients, in order to help them be better clients. Consumers need—more than ever—a proven path to follow. This book clears the roadblocks to smooth your financial journey.
Family business owners typically have most of their net worth tied up in their business. Finding solutions to properly structure the business to allow it to flourish while allowing owners and their families to plan for their future can be difficult, especially if there is little time to explore strategies. This book will outline the options available to the family to ensure they know how to protect one of their most valuable assets.
You don't have to be a millionaire to be a philanthropist. People can give substantial sums through insurance or other financial structures if something is really important to them. This book is a must read for anyone who is thinking about developing a strategic plan for their philanthropy and for the financial advisors who support these individuals.
Do You Fear You Will Outlive Your Savings? Do You Want Better Results from Your Investments? Then Now’s The Right Time to Master Your Real Wealth!
To achieve peace of mind, today’s investor needs to make sharp decisions about scarce financial resources. This book will help bring understanding and process to building and managing your savings, so that you can focus on accumulating real wealth for the future.
Anyone who wants to understand the tax implications of life choices and beat the fear of the unknown—a large and unexpected tax bill.
Mastering your taxes involves two pain points: time and money! No one has a lot of time, yet that is what it appears to take to figure it out or understand it; worse it seems to need expensive professional advice to get it right. This book will help you sooth that pain by showing you simple principles to save time and money on your largest lifetime expense—taxes.
In today’s tough economy, more than ever, it’s essential to manage your money well. Chris Snyder has created Canada’s comprehensive financial planning guide for all ages and stages. Be Smart With Your Money provides practical, easy to understand advice using emotional intelligence and knowledge to secure your financial well-being.
Get some Retail Therapy and save your financial life!
The concept is simple: Learn how to save a portion of every pay cheque regularly, consistently, and with discipline, and then invest the money wisely and you will become wealthy. In fact, you will retire richer than you ever dreamed possible and you’ll achieve peace of mind.
Over the last 50 years, society has evolved from valuing frugality and thrift to consumerism and debt to feed the addiction of instant gratification. In some cases, debt overload has caused
stress and even bankruptcy.
This is about YOU. It's about launching your financial life with the knowledge and skills to make responsible decisions. Be hotter than ever with your savvy knowledge about yourself, your feelings about money and how to leave an acceptable environmental footprint with your purchasing power! You too can be a change agent!
The world has weathered through the most significant financial crisis in history. Everywhere there is fallout—lost investments, lost careers, lost homes, broken marriages and significant relationships. Is there light at the end of the tunnel?
WHAT I HAVE LEARNED SO FAR . . . explores solutions to crisis from the perspective of 50 people who have been there, done that and lived to succeed through brutal experiences.