DAC 2018: Dr. Jack Mintz to Address Canada’s Competitiveness

By : Knowledge Bureau Staff Writers Posted in: Strategic Thinking, DAC, knowledge bureau, Evelyn Jacks, Small Business, distinguished advisor conference, wealth management, cross border taxation, CE summits, business taxation, NAFTA, Dr. Jack Mointz, Canada's competitiveness, cross border trade, global portfolio management, working abroad
After decades of calm, the issue of competitiveness is front and centre for Canada. To address the best interests of your clients, your deeper knowledge about the emerging North American tax and trade reforms will serve you well, and there is no better person to help you interpret the changes than DAC Keynote speaker, celebrated tax expert and economist Dr. Jack Mintz.

Sneak Peek! Dig Deep and Overcome A.I. Risks with Tax Prep Value-Adds

By : Knowledge bureau Staff Writers Posted in: Strategic Thinking, tax preparation, knowledge bureau, Evelyn Jacks, advanced tax preparation, self-study programs, tax education, tax software, online courses, online education, family tax, artifical intelligence, value-add
The most professional tax practitioners are those who have excellent investigative skills in conducting the most exhaustive client interviews, and the best research skills in knowing when and where to look for help. Would you like to hone your skills and become one of them?

People in the News – David Booth

By : Knowledge Bureau Staff Writers Posted in: Strategic Thinking, tax preparation, knowledge bureau, Evelyn Jacks, personal tax preparation, tax course, tax education, people in the news, self study online, testimonial
Accredited CGA and CPA David Booth recently took Intermediate Personal Tax Preparation and had the following to say about his experience:

Interest and Inflation Rate Hikes Ahead? Time to Manage Real Wealth

By : Knowledge Bureau Staff Writers Posted in: Strategic Thinking, Debt Management, Financial Literacy, knowledge bureau, Bank of canada, Evelyn Jacks, Canadian economy, wealth management, interest rate, inflation, financial education, Real Wealth Manager, mortgage stress test, mortgage rate, credit card interest, debt courses
After holding interest rates at 1.25 percent since January, the Bank of Canada appears ready for raise the rate in its next announcement, July 11, when many economists expect it to increase to 1.5 percent. This small jump could affect millions of Canadians and is an opportunity for advisors and clients to lean in and plan for change.

Avoid Penalties: File TFSA Return by July 2

By: Walter Harder Posted in: Strategic Thinking, Financial Literacy, knowledge bureau, TFSA, Evelyn Jacks, investment income, tax courses, retirement income, tax education, Walter Harder, TFSA deadline, TFSA penalties, contribution limits, excess contributions
The TFSA filing deadline is coming up on July 2 (the standard June 30 deadline falls on a weekend). It doesn’t apply to all TFSA investors, but for those who do have to comply, abiding by the guidelines is essential to avoid penalties.

Canadians Want Changes to Tax Filing Deadlines: Poll Results

By : Knowledge Bureau Staff Writers Posted in: Strategic Thinking, tax preparation, Financial Literacy, self-employed, knowledge bureau, Canada Revenue Agency, poll results, Evelyn Jacks, tax courses, financial education, sole proprietor, taxpayers, tax deadlines, tax dates
In May, we asked Knowledge Bureau Report readers whether Canada’s current tax deadlines make sense – and the general consensus was that the existing system needs to change. Some of the suggestions from professionals in the tax and financial services industry might surprise you.