Weekly Thought Provoker: Using Robo to Help Your Business

Posted in: Strategic Thinking, knowledge bureau, Evelyn Jacks, financial education, entrepreneur, innovative thinking, future-proof, business development, leadership, artificial intelligence, robo advisor, robo technology, financial services threats, adaptation, business model, financial services specialist, financial services generalist
Robo-advisor technology can be seen as a threat, or an advantage. Adopting a hybrid approach may help your business. Join the conversation on our Executive Business Builders Network and tell us how you feel you can make robo-technology work for you.

People in the News: Cathy Mason

By : Knowledge Bureau Staff Posted in: Strategic Thinking, tax preparation, Tax Planning, Financial Planning, Financial Advisor, knowledge bureau, Evelyn Jacks, Bookkeeping, tax courses, ce credits, wealth management, financial education, continuing education, financial courses, online courses
Cathy Mason, of Calgary, on her experience taking the T1 Professional Tax Preparation – Intermediate course:

Advisors Get Investors Better Returns, Global Report Finds

VIA: Knowledge Bureau Posted in: Strategic Thinking, Financial Literacy, knowledge bureau, TFSA, Evelyn Jacks, rrsp, financial advisors, Canadian economy, wealth management, wealth managers, tax education, financial education, value proposition, high-net-worth clients, Real Wealth Manager Program, World Wealth Report, millionaires, investment success, stock market, investment returns, portfolios
There are more millionaires in the world than ever, according to Capgemini’s World Wealth Report 2017, and those whose portfolios are overseen by wealth managers achieved robust gains of 24.3 per cent on average — far exceeding benchmark performance.

Business and Financial Pros Say Government Should Do More to Support Post-Secondary Education

By : Tamar Satov Posted in: Strategic Thinking, Debt Management, Financial Literacy, CRA, tax credits, knowledge bureau, Canada Revenue Agency, Evelyn Jacks, RESP, education savings, tax courses, tax deductions, CESG, financial education, post-secondary education, CE summits, Registered Education Savings Plan, Canada Education Savings Grant, education debt, tuition credits, education deductions, student tax credits, Canadian government, adult education, social benefits, financial assistance, cost of post-secondary education, how to afford university, Canada Learning Bond, debt and cash flow management course
The majority of Canadian financial professionals and business leaders say the government is not doing enough to support post-secondary education, according to an online poll conducted by Knowledge Bureau, Canada’s premiere national institute for excellence in financial education. These findings come despite generous, but underutilized, support from the RESP, Canada Education Savings Grants and Canada Learning Bonds.

What Do You Do If You’re Audited by the CRA?

By : John Tucciarone, CPA, CMA Posted in: Strategic Thinking, CRA, tax credits, knowledge bureau, Canada Revenue Agency, tax avoidance, income tax act, Evelyn Jacks, tax evasion, taxpayer bill of rights, criminal code, Excise Tax Act, tax deductions, tax education, business expenses, CRA audit, audited by the CRA, audit process, tax laws, Canadian businesses, individual tax returns, income tax returns, income tax audit, tax write-offs, home office deductions, rental properties, tax issues, John Tucciarone, Chartered Professional Accountants of Canada
The Canada Revenue Agency completed nearly 112,000 audits during fiscal 2016-17, according to a government report on recent efforts to crack down on tax cheats. If you or your clients are chosen for an audit, there are a few best practices that can help you through the process.

Life Purpose — Gratitude

Posted in: Strategic Thinking, Motivation, knowledge bureau, entrepreneur, thought leadership, inspirational quotes, business leaders, gratitude
“Be thankful for what you have; you’ll end up having more. If you concentrate on what you don’t have, you will never, ever have enough.” — Oprah Winfrey