Staying Prosperous: Market Performance Outstrips Government Transfers

By: Evelyn Jacks Posted in: Strategic Thinking
Significant gains in transfer payments combined with good market income growth translated into an increase in median income for Canadian households, to $57,000 in the period 2000 to 2016. There is a message in the numbers for pre-retirees, and in particular women: be proactive about tax-efficient investing now or risk poverty in retirement.

The Impact of Change: Retirement Planning Services Must Evolve

By : Knowledge Bureau Staff Writers Posted in: Strategic Thinking, Financial Literacy, knowledge bureau, Evelyn Jacks, retirement planning, Tax Reforms, tax courses, retirement income, CPP, wealth management, tax changes, income splitting, financial education, financial workshops, US tax, cross-border tax, healthcare costs
The transformation of the CPP, new income splitting rules for family business and more are changing the retirement planning game, and a new study shows that clients find the most value when their tax or financial advisors make retirement-related services a priority.

Still Confused About CPP? Understanding Key Changes

By : Margaret Hodgson and Walter Harder Posted in: Strategic Thinking, Financial Literacy, knowledge bureau, Canada Pension Plan, Evelyn Jacks, retirement planning, tax courses, retirement income, CPP, financial education, Walter Harder, online education, maximum CPP contributions, employer CPP contributions, CPP changes, retirement courses, Margaret Hodgson
Understanding CPP changes is something Canadians continue to struggle with. Here is some history, and key guidelines to share with your clients and guide you in leading them towards tax-efficient income planning decisions in 2018 and beyond.

Sneak Peek! Start Your Career Filing Personal Tax Returns

By : Knowledge Bureau Staff Writers Posted in: Strategic Thinking, tax preparation, CRA, tax credits, knowledge bureau, Evelyn Jacks, tax course, tax reform, Morneau, income tax filing, personal income tax, online education, 2018 Budget, preparing tax returns
Now that it’s May, a whole new tax season – 2018 - has begun! It’s prime time to “spring into studies” and enhance your career with knowledge and skills in personal tax consultancy.  Why?  Artificial intelligence and software solutions can’t replace the true value of specialized advice.

June 15 Filing Deadline for Proprietorships: Brush Up on Tax Change Now

Posted in: Strategic Thinking, CRA, knowledge bureau, Canada Revenue Agency, Evelyn Jacks, Small Business, Bookkeeping, tax courses, tax changes, financial education, tax software, tax reform, entrepreneur, Strategic Thinking, accounting courses, online education, small business statistics, department of labour, labour report, audit, payroll courses, income tax returrns
Small businesses in Canada are responsible for employing 8.2 million Canadians, which is 70.5 percent of the total labour force.1 Recent tax changes impacting small-business owners require broader, deeper tax knowledge for accurate, audit-proof returns. It’s time to brush up on audit-proof tax filing skills now in advance of the June 15 final filing deadline.

Thank You to Our DAC Partner: Franklin Templeton Investments

By : Knowledge Bureau Writing Staff Posted in: Strategic Thinking, Financial Literacy, DAC, knowledge bureau, Evelyn Jacks, distinguished advisor conference, ce credits, cpd credits, financial advisor conference, financial education, financial conferences, Quebewc conferences
Knowledge Bureau is pleased to announce that Franklin Templeton Investments will be joining us again as a partner for the 15th annual Distinguished Advisor Conference (DAC) taking place in beautiful, historic Quebec City, November 11-14, 2018. You won’t want to miss two important educational sessions offered by Franklin Templeton.