DAC: The Changing Face of Community–Collaboration with Impact

By: Evelyn Jacks Posted in: Strategic Thinking, Tax Planning, Financial Literacy, DAC, Conference, Wealth planning, knowledge bureau, Evelyn Jacks, distinguished advisor conference, online courses, economic policy, demographic needs
DAC is Canada’s pre-eminent educational event for the top wealth advisors in the tax and financial services. As an industry and as individuals lucky enough to live in Canada, it’s a great time to work “above our privilege” - that is, to set higher goals, improve services and to give back more in mentorship and engagement to a new client base with vastly different demands of their tax and financial advisors.

Tax Tip: Avoid Clawback of Your EI Benefits

By: Evelyn Jacks Posted in: Strategic Thinking, Financial Literacy, knowledge bureau, Evelyn Jacks, rrsp, tax courses, employment insurance, financial education, online education, employment benefits, EI Benefits, clawback, EI repayment, layoff, Ontario EI
Are you a high-income earner—perhaps an executive, or seasonal construction or oil rig worker—who may  suffer a loss of employment?  For the 2017 tax year, the base amount for EI repayment is $64,125.  The amount is indexed year over year and if you get caught with income over this, you’ll likely be unpleasantly surprised when you file your 2017 return .  Here’s why:

A Sigh of Relief Regarding Passive Investment Income: But No Grandfathering

By: Evelyn Jacks Posted in: Strategic Thinking, Financial Literacy, small business finance, knowledge bureau, Evelyn Jacks, corporate tax, tax courses, finance minister, income splitting, tax education, tax reform, CE summits, Liberal government, Morneau, unfair tax changes, family businesses, tax workshops, financial workshops, online education, private corporation tax, passive investment income, budget 2018, small business deduction, grandfathering tax provisions, aggregate investment income, frostiak and leslie
Two new measures were introduced in the February 27, 2018 budget that curtail the advantages of investing inside a private corporation, starting in 2019. All was met with a collective sigh of relief, considering the flawed fall proposals. However, there is still a twist - no grandfathering provisions for private corporations under two new proposals:

Debt Management Series: Home Buyers Plan

By : Knowledge Bureau Staff Posted in: Strategic Thinking, Debt Management, Financial Literacy, knowledge bureau, Evelyn Jacks, rrsp, tax courses, Marcia Elaschuk, online education, mortgage down payment, mortgage lenders, buying a home, home buyers plan, HPB, first time buyers, real estate purchase, financing
Do you have clients looking to buy their first home? Ensure they’re familiar with the ins and outs of the Home Buyers Plan to help them fund their purchase.

Knowledge Bureau proud to Support Children’s Charities at Winn$tock

By : Knowledge bureau Staff Posted in: Strategic Thinking
Over $1Million will have been raised this week at the 14th Annual Winn$tock Battle of the Bands in support of children’s charities in Winnipeg.

Budget Updates 2018: Don’t Miss the Spring CE Summit Agenda

By : Knowledge Bureau Staff Posted in: Strategic Thinking, Financial Literacy, President - Knowledge Bureau, Canada Revenue Agency, Evelyn Jacks, Small Business, federal budget, Tax Reforms, tax courses, finance minister, tax education, Liberal government, Morneau, unfair tax changes, tax workshops, middle class, US tax, budget 2018
Knowledge Bureau has unveiled the comprehensive agenda for the Spring 2018 CE Summit workshops. There are three key reasons to make the time for fast-paced, interactive national event.