Please Help Us Thank Our DAC 2017 Sponsors

By : Knowledge Bureau Staff Posted in: Strategic Thinking, DAC, knowledge bureau, Evelyn Jacks, distinguished advisor conference, tax courses, ce credits, master financial advisor, distinguished financial advisor, financial education, tax preparers, tax professionals, Manulife, financial conferences, Franklin Templeton Investments, AGF, advisors
Last week, the 14th Distinguished Advisor Conference (DAC) took place in beautiful Kelowna. Please help us thank and acknowledge the incredible sponsors that helped bring this event to fruition, and the many Knowledge Bureau graduates who have offered their ongoing support - check out all the incredible speakers, networking and fun in the photo gallery!

Critical Financial Education on Family Business Tax at November CE Summits

By : Knowledge Bureau Staff Posted in: Strategic Thinking, CRA, knowledge bureau, Evelyn Jacks, tax courses, financial advisors, ce credits, year-end tax planning, financial education, tax preparers, CE summits, tax proposals, Liberal government, Larry Frostiak, Morneau, taxation of private corporations, tax issues, small business taxation, financial workshops, passive income taxation, corporate valuation, Frostiak and Leslie Chartered Accountants
The tax proposals introduced on July 18, 2017, are complex and continue to evolve, promising some mind-numbing complexing for business clients. Tax and financial advisors need to gain a thorough understanding of the intricacies of these proposals in order to reduce the impact on their clients. The November CE Summits will address this need, in a focused session featuring family business tax expert Larry Frostiak. Note - Registration ends today, November 15.

The Paradise Papers, Pre-Budget Consultations and The Real Tax Gap

By: Evelyn Jacks Posted in: Strategic Thinking, CRA, DAC, knowledge bureau, Canada Revenue Agency, Evelyn Jacks, evergreen explanatory notes, distinguished advisor conference, cross border taxation
This week brought more controversial tax news to Canadians: the Paradise Papers and a new tax “consultation”; this time in advance of the 2018 Federal budget.   The elephant in the room in both these stories is the unfinished “consultation” on the massive tax changes proposed for private businesses.

BEST DAC EVER:  The Advisor’s Role at the Crossroads of Change

By : Knowledge Bureau Staff Posted in: Strategic Thinking, DAC, Financial Advisor, knowledge bureau, Evelyn Jacks, distinguished advisor conference, financial conferences, Canadian conferences
The Distinguished Advisor Conference was an outstanding success with all of the speakers delivering thought leadership with passion and conviction to the theme:  Financial Advice at the Crossroads of Change.

Innovate or Die: How “Leadapreneurs” Are Transforming Economies

By : Knowledge Bureau Staff Posted in: Strategic Thinking, Financial Planning, DAC, knowledge bureau, relationship management, Evelyn Jacks, distinguished advisor conference, financial advisors, wealth management, financial education, tax professionals, innovative thinking, Millennials, leadership, financial conferences, Canadian conferences, Leapreneur, Jan Bartscht, Jessica Macias, robo-advisor, investors
In one of the most talked-about and ground-breaking sessions at this year’s Distinguished Advisor Conference, futurist Jan Bartscht, brought a stark message to the approximately 200 delegates in attendance:  you must innovate or die in a stark business reality: 40 per cent of major companies will not survive the digital disruptions of the next five years.

LAST WEEK TO REGISTER:  CE Summits Dig Deep into Tax Reforms

By : Knowledge Bureau Staff Posted in: Strategic Thinking, Tax, Financial Planning, CRA, knowledge bureau, Evelyn Jacks, tax courses, financial advisors, ce credits, financial education, tax preparers, tax professionals, small business taxation, year-end planning, financial workshops
The consultations for the 2018 federal budget are officially underway today; yet advisors working with small business owners are yet to decipher the difficult proposals for private corporations to advise on appropriate actions before the end of the year.   Don’t miss the opportunity to expand your knowledge with top experts at the CE Summits, visiting four Canadian cities from November 21 to 28, 2017.