All items in: Distinguished Practices

Solving the Unethical Advisor Dilemma: Higher Standards for Education Credentials Needed

Posted: July 17, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking, Distinguished Practices, education, Financial Advisor, compliance, knowledge bureau, Evelyn Jacks, Canadian Securities Administrators, tax courses, tax education, poll, CSA, Know Your Client, regulation, KYC, Know Your Product, KYP, education credentials, credentials for financial advisors, Rel Wealth Management, Distinguished advisor Conference Business Builder Retreat
The debate is on for our July poll, with respondents split down the middle on whether or not more regulation is required to protect consumers from unethical tax and financial advisors. Many commenters agree that unscrupulous practices are an issue, but what’s the answer? Some believe the solution lies in higher educational standards. Share your thoughts!

It’s Your Lucky Day: A Special St. Patrick’s Day Offer Just for You

Posted: March 13, 2018 By: Evelyn Jacks By :
Posted in: Strategic Thinking, Distinguished Practices, tax preparation, Debt Management, Financial Literacy, Estate Planning, knowledge bureau, Evelyn Jacks, retirement planning, Accounting, tax courses, financial advisors, small business tax, financial courses, budgeting, online education, payroll courses, online campus, St. Patricks Day, enrollment offer
You don’t have to be Irish to experience some luck this St. Patrick’s Day. Take advantage of our “Luck of the Irish” Special, available now until March 31st 2018.

Case Study: Planning the Sales of Home and Cottage

Posted: August 07, 2014
Posted in: Strategic Thinking, Distinguished Practices, Succession & Estate Planning, Tax Planning, tax exempt gains
Is the gain tax exempt? Solve this case study: Phil and Sylvia have owned their home in the city for 20 years and their cottage at the lake for 10 years in that 20-year period...

Non-Residents Owning U.S. Real Estate

Posted: July 10, 2014
Posted in: Strategic Thinking, Distinguished Practices, Tax Planning, Cross Border Tax, U.S. real estate
What exactly do Canadians need to know about owning U.S. real estate?

Q and A: Setting Up Business in the U.S.

Posted: June 12, 2014
Posted in: Strategic Thinking, Distinguished Practices, Tax Planning, cross border business, business in U.S.
The U.S. has a number of different business structures available when conducting your affairs in the U.S., whether your business is rental property or operating a viable small business.

Part 4: The Art and Science of Retirement Planning

Posted: June 05, 2014
Posted in: Strategic Thinking, Distinguished Practices, Investment & Retirement, retirement planning, master your retirement
Doug Nelson, author of Master Your Retirement, concludes his Art and Science of Retirement Planning series with a look at some ideas on how to navigate the five stages of retirement.