All items in: Current Issue

Retirement Planning: Four Tax-Efficient Income Options

Posted: April 16, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking, Current Issue, Financial Literacy, Estate Planning, knowledge bureau, Evelyn Jacks, retirement planning, tax efficient retirement income planning, tax courses, individual pension plan, Registered Disability Savings Plan, retirement income, pooled retirement pension plan, financial education, retirement benefits, online education, online campus, Baby Boomer, foreign pension, Retirement and Estate Services Specialist
Have you explored all of the tax-efficient income options available to generate consistent income that will provide for your retirement needs and wants? If you’re a Boomer challenged to find tax-efficient options, discuss these four alternative sources with your tax advisor today.

Home Accessibility Expenses: Claim Guidelines and Double-Dipping

Posted: April 16, 2018 By : Walter Harder and Evelyn Jacks
Posted in: Strategic Thinking, Current Issue, Financial Literacy, tax credits, knowledge bureau, Evelyn Jacks, tax courses, tax education, online courses, Disability Tax Credits, income tax filing, online education, medical claims, accessibility credits, caregiver credits, claiming medical expenses
The process of claiming home accessibility and medical expenses can be complex for eligible parties. When do home accessibility and medical expenses need to be claimed? How do you do it? How do you know which credits you’re eligible for? Here are some key guidelines.

Before You Leave Tax Season: Check out the New CPP Costs for 2019

Posted: April 16, 2018 By: Walter Harder
Posted in: Strategic Thinking, Current Issue, Financial Literacy, Estate Planning, knowledge bureau, Evelyn Jacks, retirement planning, tax efficient retirement income planning, tax courses, individual pension plan, Registered Disability Savings Plan, retirement income, pooled retirement pension plan, financial education, retirement benefits, online education, online campus, Baby Boomer, foreign pension, Retirement and Estate Services Specialist
If you’re a pre-retiree, don’t put your tax affairs to bed yet—especially if you plan to apply for CPP benefits in the near future! Starting January 1, 2019, there will be many changes to the rules. Here’s what you need to know.

Canada’s Competitiveness: Managing Cross-Border Taxation

Posted: April 16, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking, Current Issue, Financial Literacy, knowledge bureau, Evelyn Jacks, Tax Reforms, tax courses, distinguished financial advisor, Canadian economy, tax education, cross border taxation, entrepreneur, CE summits, Morneau, budget 2018, online campus, Canadian Competitiveness, US Tax Reforms, Trump small Business, foreign operated business
Canada’s workplace is changing and not just on our vast, thawing land. Home-based workers are able to earn their living around the globe, and despite uncertainty, the benefits offered by recent U.S. tax reforms are attractive to Canadian businesses and professionals seeking more competitive environments. For these reasons, May 15 is an important date.

Leadership Discussion: What’s Your Stance on Legalized Workplace Cannabis Use?

Posted: April 16, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking, Current Issue, knowledge bureau, Evelyn Jacks, entrepreneur, Morneau, marijuana legalization, courses for entrepreneurs, budget 2018, leadership development, business development courses, leadership retreat, corporate culture, cannabis legalization, recreational drugs, employee culture, workplace issues, business retreat, business workships, business networking, Quebec City conferences, business builder
Cannabis is already on the mind of tax and financial advisors due to its inclusion in Budget 2018 and its pending legalization and accompanying taxation. But that isn’t all you should be thinking about, as it triggers an essential and controversial leadership discussion – what’s tolerable in the workplace?

Travel for Medical Care? Claim Your Deductions

Posted: April 16, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking, Current Issue, tax preparation, Financial Literacy, knowledge bureau, Evelyn Jacks, tax services specialist, Medical expenses, tax filing, tax courses, tax education, financial education, CE summits, online courses, financial workshops, online campus, medical claims, medical travel, vehicle rates, simplified method claims
Do you have clients who travelled to another city for medical care in 2017, but failed to keep receipts?  It pays to do a little research to maximize their claims. In fact, they don’t need to miss out on the medical expense savings, if you use the simplified method to file.  Here are the rules: