Cross Border Tax Changes for 2017

By : Knowledge Bureau Staff Posted in: Strategic Thinking
Several new tax filing changes should be noted by advisors working with Canadians who have assets in the United States or U. S. citizens living in Canada.

DAC:  A Strategic Look at The Crossroads of Change in The Financial Services

By : Knowledge Bureau Staff Posted in: Strategic Thinking
At a time when governments are more closely monitoring changes in global GDP growth, the effect of protectionism, rising commodity prices, currency fluctuations and sluggish business investment and their effects on the long-term financial well-being of Canadians, the 21st century wealth advisor needs to better understand the strategy behind the tax efficient investment recommendations made to the families he or she works with.  That’s the key reason why attendance at DAC is critical to your success.

NEW!  Stay onside with CRA with a New Certificate in Advanced Payroll Preparation

By : Knowledge Bureau Staff Posted in: Strategic Thinking
The technical side of payroll, if done incorrectly, can cost both the employer and the employee unnecessary and unexpected tax remittances, interest and penalties from the Canada Revenue Agency. You can be the professional to solve these concerns by starting a new certificate course online this week.

People in the News

By : Knowledge Bureau Staff Posted in: Strategic Thinking
Gain Confidence as a Master Financial Advisor - Business Services Specialist™:

Life Purpose

By : Knowledge Bureau Staff Posted in: Strategic Thinking
“Good thinkers are always in demand.  A person who knows how may always have a job, but the person who knows why will always be his boss.”  John C. Maxwell

How Are Auto Expenses Claimed?

By : Knowledge Bureau Staff Posted in: Breaking News
The rules for claiming automobile expenses are similar for both employed and self-employed people, and they are also among the most frequently audited. Taxpayers will want to keep proper documentation and make the claims correctly.