Life Purpose

Posted in: Strategic Thinking
"There is learning in every experience. Change your attitude about your presumed outcome and simply ask yourself, what did I learn from this experience?"   — Debbie Donsky, educator and principal in York Region

“Head in the Sand” Costly Approach to U.S.-Canada Tax Issues

Posted in: Strategic Thinking
Many Canadians have properties in the U.S. and regularly spend time there. Unfortunately, many of them also tend to take an “ostrich” approach to the related tax issues. That can be very expensive in the long run. If you are a tax or financial advisor serving snowbirds or other clients with U.S. assets, it is imperative to take a proactive approach to protect their wealth from the tax consequences in multiple jurisdictions.

Extend Your Expertise and Grow Your Business Preparing T3 Returns

Posted in: Strategic Thinking
Income earned by an estate during any tax year must be reported as a T3 return. Knowledge Bureau’s new T3 Basic Tax Preparation course will help students learn who should file a T3 return, as well as when and how best to file it. The course also introduces the types of trusts that may be created in Canada and how each of them is taxed.

In November, Kelowna will be the spot to mingle with financial services excellence

Posted in: Strategic Thinking
Have you marked your calendar yet to attend the fourteenth Annual Distinguished Advisor Conference (DAC)? With the Canadian dollar being so low, there never has been a better time to jet off to British Columbia than now. And that’s especially important when you’re looking to stretch your professional development budget.

People in the News

Posted in: Strategic Thinking
Add value to your career with the MFA-Business Services Specialist designation, like Johnson Obayuwana from Regina, SK.

Financing Education: Tax relief for expensive university textbooks ends

VIA: Knowledge Bureau Posted in: Breaking News
Students and their parents will be looking for new ways to fund post-secondary education this year, as tax relief has been significantly curtailed with the removal of the monthly education and textbook amounts.