Changing Jobs? Your Pension May Be Affected

By: Walter Harder Posted in: Strategic Thinking, tax preparation, Financial Literacy, knowledge bureau, Evelyn Jacks, retirement planning, tax courses, retirement income, CPP, wealth management, financial education, pension, Walter Harder
When an employee moves from one employer with a pension plan to a new employer with their own pension plan, pension adjustments can get confusing.

Fostering the Development of Future Leaders: Young Advisor Award

By : Knowledge Bureau Writing Staff Posted in: Strategic Thinking, DAC, knowledge bureau, Evelyn Jacks, distinguished advisor conference, ce credits, leadership, financial conferences, leadership retreat, Business Builder Retreat, young advisors, Young Advisor Award, Quebec Conference
At November’s Distinguished Advisor Conference (DAC), Knowledge Bureau will be honouring tomorrow’s future leaders as the recipients of the Young Advisor Award. Applications are being accepted until June 30, 2018!

Child Benefit Enhancements: Government Improves Access to Social Benefits

By: Evelyn Jacks Posted in: Strategic Thinking, Financial Literacy, tax credits, knowledge bureau, tax returns, Evelyn Jacks, financial education, tax benefits, social benefits, Canada Child Benefit, online education
The Canada Child Benefit (CCB) will increase this July for families that filed a 2017 tax return. However, the requirement to file a tax return is just one of the reasons why thousands of Canadians can’t access these generous, tax free benefits. The government will soon spend more on awareness; but the tax and financial services community can assist, too.

Leave Your Legacy: A Gift to Family

By : Rick Atkinson Posted in: Strategic Thinking, knowledge bureau, Evelyn Jacks, retirement planning, retirement planning courses, retirement income, wealth management, legacy, holistic retirement services, Strategies for Retireing Right, Rick Atkinson
Father’s Day is coming up soon, and it’s a time to make and share memories. Wouldn’t it be a  wonderful gesture to start a new tradition:  to leave not only a financial legacy to the ones you love, but also the gift of family history at a time like this?  Financial advisors can encourage families to do so, as part of their retirement and legacy planning.

The Middle Class Is Shrinking: Your Expert Advice Is Needed

By : Knowledge Bureau Writing Staff Posted in: Strategic Thinking, knowledge bureau, gender equality, Evelyn Jacks, federal budget, ce credits, financial education, Morneau, Canada Child Benefit, financial workshops, middle class, Dean Smith, C. Russell Vert, Canada Workers benefit, diversity, poverty
One major goal of the 2018 federal budget was to strengthen the middle class which keeps shrinking in Canada. There is meaningful opportunity for tax and financial advisors to do the work necessary to help their middle clients and improve Canada’s economic future in the process.

Sneak Peek! Add Tax Consultancy to Your Services

By : Knowledge Bureau Writing Staff Posted in: Strategic Thinking, tax preparation, OAS, tax credits, knowledge bureau, Evelyn Jacks, tax filing, investment income, tax courses, CPP, employment deductions, tax education, tax software, online education, intermediate tax preparation, dependents
As the owner-manager of a thriving tax preparation, bookkeeping, accounting or financial services practice, your future success is dependent upon the knowledge and skills of your team, especially with technological advances. It's time to go beyond the basics and learn more about providing tax consultancy services. The newly updated Intermediate Personal Tax Preparation can help!