All items in: Breaking News
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.
Posted in: Breaking News, Practice Management, Strategic Thinking, knowledge bureau, Evelyn Jacks, professional development, entrepreneur, innovative thinking, thought leadership, Executive Business Builders Network, Executive Business Builders Program, career growth, business development, EBBP, future-proof careers
Our new Executive Business Builders Network features some of the best entrepreneurial minds in the financial services industry. As we band together to future-proof this industry and our careers through discussion, we’d also like your feedback.
Posted in: Breaking News, Economic News, Strategic Thinking, Federal Government, taxation, knowledge bureau, Evelyn Jacks, income tax, tax services specialist, distinguished financial advisor, tax education, financial education, tax preparer, Introduction to Personal Tax Preparation, tax reform, post-secondary education, financial services jobs, Canadian income tax, tax Canada, history of tax, history of income tax, Tax Acts, Income Tax Acts, tax preparer course, tax preparer certification, tax career, tax jobs
The 100th anniversary of personal income tax is coming up on September 20! On that day in 1917, The Income War Tax Act received Royal Assent, heralding in the first personal income taxes in Canada. Perhaps it’s high time you tackled the challenge and mastered the tax return and all it’s nuances? It’s an investment that could really pay off for you.
Posted in: Breaking News, Practice Management, Strategic Thinking, Financial Literacy, Financial Advisor, investment, knowledge bureau, relationship management, succession planning, Evelyn Jacks, wealth transfer, financial services, financial education, innovative thinking, thought leadership, financial advice, future-proof, mentorship, economic changes, robo-advisors, CRM2, fee disclosures, Millennials, Baby Boomers, Executive Business Builders Network, Executive Business Builders Program, career opportunities, career growth, financial services jobs
Join our online discussion: What are the greatest threats to the future of financial services?
Posted in: Breaking News, CRA News, Strategic Thinking, tax preparation, Personal Tax, phishing, fraud, cybersecurity, tax software, tax preparer, Introduction to Personal Tax Preparation
Tax pros beware — fraudsters have developed a sophisticated new email scam designed to steal your tax software usernames and passwords.
Posted in: Breaking News, Strategic Thinking
What has more value: Artificial Intelligence or the advice humans give to their clients? The debate is on at the Distinguished Advisor Conference, November 5 - 8 in Kelowna.