Financial Pros Push for Canadian Tax Reform

By : Knowledge Bureau Staff Posted in: Strategic Thinking, Financial Literacy, Evelyn Jacks, income tax, Essential Tax Facts, Investing, tax education, tax reform, tax rates, Morneau, NAFTA, Canada's competitiveness, U.S. tax, 1%, Canada's tax system, minimum annual income, tax policy
It’s almost unanimous among tax and financial advisors who strongly believe that Canada needs tax reform to create a fair, simple and certain tax system for people of all income levels.

Tax Specialization: Soft Skills are Equally Important

By: Evelyn Jacks Posted in: Strategic Thinking, tax preparation, Financial Planning, knowledge bureau, Evelyn Jacks, tax services specialist, tax advisor, tax efficiency, DFA, holistic advice, holistic financial planning, tax advice
There is a very bright future for the tax preparer who makes a great decision to become the Tax Services Specialist of the future. But, to offer the best advice in that regard, tax specialists must have more than precise technical skills.

DAC Young Advisors Award Winner Announced

By : Knowledge Bureau Writers Posted in: Strategic Thinking, DAC, knowledge bureau, Evelyn Jacks, distinguished advisor conference, Young Advisor Award, Christina Fazio, Home Trust, Kristin Ramal
Knowledge Bureau is pleased to announce that Kristin Ramlal, B. Comm (Hons.), PFP, CIM, FCSI, Securities Specialist and Qtrade Advisor with Great-West Life and London Life, has been selected as the 2018 winner of the DAC Young Advisor Award. The award will be presented at the Opening Ceremonies of the Distinguished Advisor Conference (DAC) in Quebec City, November 11 - 14.

The Impact to Canada’s Economy if NAFTA Fails

By : Beth Graddon & Evelyn Jacks Posted in: Strategic Thinking, Debt Management, Financial Literacy, DAC, GDP, Bank of canada, distinguished advisor conference, Canadian economy, interest rate, inflation, financial education, Trudeau, employment rate, Trump, NAFTA, trade agreement, tariffs, job creation, U.S import, U.S. export, manufacturing industry, dairy industry, free trade, United Nations
The NAFTA stalemate is important. Should Canada fail to forge a favourable deal that addresses these issues, the nation’s slow economic growth is likely to face further decline, and Canadians are going to feel the pinch on their pocket books and may, in fact, lose jobs. So what’s holding back a new NAFTA deal? How can you help investors in the meantime?

New Gift Planning Designation for Advisors

By : Knowledge Bureau Writers Posted in: Breaking News, Practice Management, Strategic Thinking, Strategic Philanthropy, charitable giving, charitable donations, Donations Savings Calculator, tax deductions, financial education, philanthropy, donations, The Canadian Association of Gift Planners, CAGP, Spire Philanthropy
The Canadian Association of Gift Planners (CAGP), Knowledge Bureau and Spire Philanthropy are pleased to announce their collaboration to introduce a new professional designation for the financial services sector. The MFA™ Strategic Philanthropic Services Specialist designation will denote specialized professional credentials to develop plans for individuals and families interested in strategic philanthropy.

Coming or Going from Canada: Be Tax Compliant

By: Evelyn Jacks Posted in: Strategic Thinking, tax preparation, tax credits, Evelyn Jacks, tax services specialist, tax filing, tax deductions, CE summits, immigration, Canadian immigration, newcomers to canada, emigration, part-year residency
With Canada’s complex tax system, tax and financial advisors who exercise additional diligence to ensure immigrants and emigrants remain tax compliant can offer valuable advice. What tax deductions, credits and filing requirements should you make sure they don’t miss?