EFILE Transmissions Begin February 20

By : Knowledge Bureau Staff Posted in: Breaking News
February 20 is the first day of EFILE in 2017.  That means now may be the right time to get those receipts and documents in order to file sooner for your tax refund.   Here are the dates to know:

Investment Expense Claims Can Be Lucrative

By: Evelyn Jacks Posted in: Breaking News
Investors, be sure to claim your investment expenses on the 2016 tax return. If it’s done properly, you can save hundreds, maybe even thousands, of dollars over the years. But you have to do it correctly, or you could get into hot water.

Retirement Planning Must Include Soft Skills

By : Rick Atkinson Posted in: Breaking News
Today’s wealth managers and financial advisors are being called upon to offer their clients a more holistic approach to retirement - one that encourages exploration and direction beyond money-related questions. That’s important.

Canada 150: Financial Advice at the Crossroads of Change

By : Knowledge Bureau Staff Posted in: Breaking News
Experts and visionaries from all sides of the financial services are now preparing their ground-breaking research for presentations at the Distinguished Advisor Conference, November 5-8 in beautiful Kelowna, British Columbia.

Preparing Returns for Proprietorships: Workforce Changes Increase Demand

By : Knowledge Bureau Staff Posted in: Breaking News
The demand for filing unincorporated small business returns may be a new growth area in the tax preparation industry as both an aging demographic and self-employed millennials choose to  make a living this way.

People in the News

By : Knowledge Bureau Staff Posted in: Breaking News
Siegfried Merten, MFA™, Ontario, is Knowledge Bureau’s noted expert on filing returns for recipients of German pensions. He says this about his experience in obtaining his MFA™ designation: