Spotlight on Canadian Financial Authors:  Kimberly McLarty

By : Kimberly McLarty, RHU, REBC, CEBS Posted in: Strategic Thinking
In Canada’s 150th year, Knowledge Bureau is pleased to put the spotlight on Canadian Financial Authors and celebrate Financial Advice at the Crossroads of Change at DAC Nov 5-8 in Kelowna.  This week:  Kimberly McLarty discusses: Re-Evaluating Business Resources: A Group Insurance Specialist May Be of Help.

Financial Trivia Contest:  Win a Free Registration to DAC, Nov. 5-8 in Kelowna

By : Knowledge Bureau Staff Posted in: Strategic Thinking
How’s your luck? Try it out and get in on a chance to win a free registration to the Distinguished Advisor Conference (DAC) in the spectacular wine country of BC. Come to Kelowna and think more clearly about this year’s theme: Financial Advice at the Crossroads of Change. Here’s April’s question:

Taxes for Proprietorships:  Learn About Lucrative Tax Savings

By : Knowledge Bureau Staff Posted in: Strategic Thinking
Filing tax returns for unincorporated small businesses is in growing demand. Whether retirees are going back to market as consultants or Millennials are choosing to be their own boss, demographic changes are increasingly pointing to a shift from full-time employment to self-employment as a way to leverage time and money. For advisors, learning tax preparation for proprietors is a worthwhile investment.

People in the News

By : Knowledge Bureau Staff Posted in: Strategic Thinking
My knowledge and comfort level have grown:  Denis Marcon, Master Financial Advisor™, Manitoba

Life Purpose

By : Knowledge Bureau Staff Posted in: Strategic Thinking
“If opportunity doesn't knock, build a door.” Milton Berle

Double Dip with The New Home Accessibility Tax Credit

By : Knowledge Bureau Staff Posted in: Breaking News
A new non-refundable credit is available on the 2016 tax return, which will help families who needed to spend money to make a home accessible to a disabled person.  It’s one of those credits for which you have to dig out receipts, however, but it’s worth up to $1500, and more if you double dip – which is possible and legal!