RSVP Now for DAC 2018 in Quebec City: The Focus Is on Diversity

By : Knowledge Bureau Staff Posted in: Strategic Thinking, Financial Literacy, DAC, knowledge bureau, Evelyn Jacks, distinguished advisor conference, tax courses, tax changes, financial education, thought leadership, advisor conferences, financial conferences, Canadian conferences, collaboration
Next year’s Distinguished Advisor Conference (being held in Quebec City, Nov. 11-14, 2018) will explore how the work of tax and financial advisors fits into a changing demographic landscape under the theme “The Changing Face of Community: Collaboration with Impact.” Registrations for delegates and speaker sponsors are now open, and we are asking for your input on the topics you’d like to explore more closely at the event.

Celebrate Financial Literacy Month and Enhance Your Education

By : Knowledge Bureau Staff Posted in: Strategic Thinking, Financial Literacy, knowledge bureau, Evelyn Jacks, tax courses, wealth management, tax education, financial education, Real Wealth Manager, entrepreneur, thought leadership, leadership courses, Executive Business Builder Program, adult education, financial courses, online courses, adult learning, financial literacy month, Malcolm Knowles, leadership training
November is financial literacy month, and it’s the perfect time to take advantage of educational opportunities before Knowledge Bureau’s December 15 registration deadline for Designation Programs.

New Tax Changes: Ontario Economic Statement

By: Evelyn Jacks Posted in: Strategic Thinking
The Ontario government released an economic statement on November 14 that reduces the small business tax rate, provides incentives for businesses with under 100 employees to hire 15 to 29 year olds and together with federal tax changes, significantly raises the marginal tax rates on passive income earned within a small business corporation upon distribution to individual shareholders.

US Tax Reforms Could Attract Top Canadian Talent

By: Evelyn Jacks Posted in: Strategic Thinking
In its first major tax reform in over 30 years, the United States is considering a package of tax changes that if passed into law, could significantly impact Canada’s ability to keep top talent and business ventures from moving across the border.

Debt Management Series: How Debt Affects Wealth Management

By : Knowledge Bureau Staff Posted in: Strategic Thinking, Debt Management, Retirement, Financial Literacy, Financial Planning, Financial Advisor, bankruptcy, knowledge bureau, ce credits, wealth management, financial education, CE summits, Marcia Elaschuk, consumer debt, debt sources, paying off debt, mortgages, consumer proposal, personal debt, cash flow, money mirage
It’s financial literacy month and Canadians need help with debt management-badly.  Over half (52 per cent) of Canadians are only $200 away from insolvency according to a poll of 1,500 Canadians by insolvency consultancy MNP this spring.  It’s a highly valued service that tax and financial advisors can offer.

Inter-Spousal Loans: A Rare Income-Splitting Opportunity

By : Knowledge Bureau Staff Posted in: Strategic Thinking
With the recently proposed tax reforms, more doors continue to close on opportunities for income-splitting between spouses. However, there is still one key strategy—the inter-spousal loan—that can minimize tax where one person in the couple earns significantly more than the other.