Cross Border Taxation:  The Trump Factor

By : Knowledge Bureau Staff Posted in: Strategic Thinking, Current Issue
Tax and financial advisors need to pay attention to cross-border taxation issues for Canadian clients who have real estate or financial assets in the US, and for US citizens who live in Canada or face the real possibility of legal action for any failure to report to either government. The Distinguished Advisor Workshops (DAW) being held in six cities May 29 to June 6 will cover the most pressing questions advisors have in this area, together with detailed analysis of the March 22, 2017, federal budget.

Financial Trivia Contest: Distinguished Advisor Conference, Nov. 5-8 in Kelowna, British Columbia

By : Knowledge Bureau Staff Posted in: Strategic Thinking, Current Issue
It's time once again for our skill-testing financial trivia contest—your chance to win a free registration to DAC in beautiful Kelowna, British Columbia, where this year’s theme will be CANADA 150: Financial Advice at the Crossroads of Change.

People in the News

By : Knowledge Bureau Staff Posted in: Strategic Thinking, Current Issue
Making new progress and refreshing your knowledge: Lori Campbell, Master Financial Advisor, Manitoba

Life Purpose

By : Knowledge Bureau Staff Posted in: Strategic Thinking, Current Issue
“Money is the sixth sense that makes it possible to enjoy the other five.” - Richard Ney

2017 Federal Budget Overview

By: Evelyn Jacks Posted in: Breaking News, Current Issue
The Devil Is in The Details:  Budget 2017 Gives to Some, But Small Business Pays More Again.

2017 Budget Overview: Specific Tax Provisions for Investors

By: Evelyn Jacks Posted in: Breaking News, Current Issue
Review specific tax provisions for investors announced by the Government in the 2017 Federal Budget.