Happy Valentine’s Day: Give Yourself Some Love with the Gift of Education

By : Knowledge Bureau Staff Posted in: Strategic Thinking, Financial Literacy, knowledge bureau, Evelyn Jacks, tax courses, financial education, professional development, adult education, online courses, online education
What is the future of human work when robos are coming on so strongly?  Studies show that lifelong learning is essential for personal and professional development and in fact, that university students need to be ready to “re-skill” the moment they graduate. This from The Future of Jobs report, published by the World Economic Forum.

Small Business Owners Speak Up: Taking Control During Tax Reform Uncertainty

By : Knowledge Bureau Staff Posted in: Strategic Thinking, Financial Literacy, CRA, knowledge bureau, Evelyn Jacks, Small Business, distinguished advisor conference, tax courses, tax changes, financial education, tax reform, entrepreneur, CE summits, tax proposals, business owners, Morneau, online courses, online education, 2018 Budget
Small business owners are taking note: small business tax reforms are here to stay, the news is not good, and they are not happy about it. In fact, some are taking drastic actions, at the peril of Canada’s local economies.

How to Claim Your Sick Spouse or Child as a Dependant

By: Evelyn Jacks Posted in: Strategic Thinking, Financial Literacy, knowledge bureau, Evelyn Jacks, tax courses, tax deductions, financial education, online education, Canada Caregiver Credit, CCC, tax credits for infirm and disabled, Canadian disability credits, spousal amounts, tax credits for dependants, eligible dependant, common-law tax credits
The Canada Caregiver Credit, or CCC, is by far the most complicated provision on the 2017 tax return. In this last article of our series, we’ll give you some true-to-life examples of how to claim it for your loved ones who may be suffering an infirmity.

Budget 2018: Its Place in Canadian Tax History

By: Evelyn Jacks Posted in: Strategic Thinking, Financial Literacy, CRA, knowledge bureau, Canada Revenue Agency, Evelyn Jacks, federal budget, tax courses, finance minister, tax changes, income splitting, financial education, tax reform, family wealth, Morneau, tax history, income sprinkling, unfair tax changes, business tax, online education, Edgar Benson, Tax Reform 1969, Royal Commission on Taxation
What should we anticipate in this year’s federal budget? Evelyn Jacks weighs in on the anticipated changes – and who will be affected by them - with signals already clearly evident from recently released Finance Canada documents.

Aboriginal Peoples: Tax Filing Considerations

By: Evelyn Jacks Posted in: Strategic Thinking, Financial Literacy, CRA, dividends, capital gains, tax credits, knowledge bureau, Canada Revenue Agency, RRSPs, income tax act, Evelyn Jacks, corporate tax, old age security, tax courses, interest income, tax education, financial education, online courses, online education, Knowledge Journal, Aboriginal people, tax deductions for aboriginals, Indian Status, tax exemptions, Guaranteed Income Supplements, support payments, trust tax
Canada has 1,673,785 aboriginal people, representing 4.9 percent of the population. According to our census, this population has grown 42.5 percent in the period 2006-16 and the average age of the aboriginal people, at 32.1 years, is close to a decade younger than the rest of Canada. There are unique tax filing concerns for these Canadians, requiring specialized knowledge.

Millennials and Meaningful Work: What’s Missing is the Money

By : Knowledge Bureau Staff Posted in: Strategic Thinking, Financial Literacy, Financial Advisor, knowledge bureau, Evelyn Jacks, retirement planning, tax courses, wealth management, tax education, financial education, Millennials, financial planner, online courses, online education, Millennial careers, Millennial statistics, meaningful career opportunity, Canadian finances
According to a study by the Environics Institute, less than half of Canadian Millennials have enough money to live the kind of life they desire. While they are focused on finding meaningful work that will offer them balance, flexibility and the opportunity to give back - what’s missing is the money. However, the financial services may provide a solution.