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Knowledge Bureau is your leading financial education network. We cover the most current issues in the tax and financial services landscape, interpret them and bring the highlights right to you. You’ll learn about taxes, investing, retirement, estate and business planning.

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Childcare Trends: Statistics Influencing Universal Funding Proposals

By: Evelyn Jacks Posted in: Strategic Thinking, Current Issue, Financial Literacy, knowledge bureau, Evelyn Jacks, finance minister, financial education, CE summits, Liberal government, Morneau, Federal Budget 2018, Universal childcare, childcare statistics, childcare funding
The federal government has pledged to put $7 Billion in funding into childcare support, and some provinces intend to add more. Do you think this is a good idea? Statistics Canada released data in October 2014 focusing on who uses childcare in Canada, which may impact your opinion. Weigh in and share your thoughts before this month’s poll closes.

Improve Your Returns:  Life Changes That Affect Tax Filing

By : Marcia Elaschuk Posted in: Strategic Thinking, Current Issue, tax preparation, Financial Literacy, knowledge bureau, Canada Revenue Agency, tax returns, Evelyn Jacks, Essential Tax Facts, tax courses, financial education, tax audits, moving expense claims, marriage and tax, online compus
The April 30 tax filing deadline is fast approaching. If you experienced any major life changes in 2017, make sure these are reflected in your returns, as they could impact the size of your refund or subject you to an audit. Read on to learn what these events are, and how you should handle them – before it’s too late!

Commonly Missed Medical Expenses: Dig for Tax Savings

By: Walter Harder Posted in: Strategic Thinking, Current Issue, Financial Literacy, knowledge bureau, Evelyn Jacks, Medical expenses, basic tax preparation, tax courses, tax deductions, tax education, online campus, medical deductions, tax claims, reimbursement for medical costs, T3
Medical expenses are among the most commonly overlooked tax provisions. But, it’s important to pay attention to unreimbursed medical expenses and to claim them, as they can be used to reduce taxes payable. Don’t miss out on these deductions! Before you file your 2017 tax return, use this checklist of often-missed allowable medical expenses to your benefit.

CRA Tax Penalties: Filing Late Has Costly Consequences

Posted in: Strategic Thinking, Current Issue, Financial Literacy, knowledge bureau, Evelyn Jacks, Essential Tax Facts, tax courses, tax education, Introduction to Personal Tax Preparation, CRA penalties, online campus, CRA interest rates, late filing penalties, interest on overdue taxes
Have you filed your 2017 taxes? With only a few days left before the April 30 filing deadline, if you haven’t, now is the time! The CRA’s late filing penalties are significant, and the interest rate applied to overdue taxes recently increased, making delayed filing a mistake you just can’t afford to make.

U.S. Tax Reform: What’s the Impact on Canadian Taxpayers?

Posted in: Strategic Thinking, Current Issue, Financial Literacy, knowledge bureau, Evelyn Jacks, Tax Reforms, tax courses, distinguished financial advisor, Canadian economy, tax education, cross border taxation, entrepreneur, CE summits, Strategic Thinking, Morneau, current issue, budget 2018, online campus, Canadian Competitiveness, US Tax Reforms, Trump small Business, foreign operated business
A new study shows that leaders in the accounting field are feeling uncertain about the future of Canada’s economy and the recent U.S. tax reforms that are cited amongst the major contributing factors. At this year’s CE Summits, one of Canada’s most prolific cross-border tax experts will address the core tax issues that affect Canadian taxpayers and how tax and financial advisors can tackle them.

This Year Make DAC Your Conference: Join Us in Quebec City

By : Knowledge Bureau Staff Writers Posted in: Strategic Thinking, Current Issue, Financial Literacy, DAC, knowledge bureau, Evelyn Jacks, distinguished advisor conference, tax education, financial education, Executive Business Builder Program, financial conferences, leadership retreat, Quebec City, CE Credit, conferences for advisors, Business Builder Retreat
The busiest part of tax season is almost behind you! It’s time to reward yourself with an outstanding educational opportunity and shore up your CE credits for 2018, too. Try something completely different: make the Distinguished Advisor Conference in beautiful, historic Quebec City November 11-14 your conference this year! Last year’s attendees were so glad they did: