All items in: Distinguished Mastery

Dr. Michael Graham: On Budget 2018 and Cross Border Taxation

Posted: March 27, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking, Distinguished Mastery, Financial Literacy, knowledge bureau, Evelyn Jacks, federal budget, tax courses, Canadian economy, tax education, financial education, Dr. Michael Graham, CE summits, Liberal government, Morneau, financial workshops, online education, cross-border taxation, US tax, budget 2018, online campus, US President, Trump, trade, tariff, NAFTA, Michael Graham Investment services
What did Budget 2018 cover that tax and financial advisors need to know now? What did it fail to address? Dr. Michael Graham weighs in on what we might anticipate in cross-border trade, U.S. tax reforms, the implications of Budget 2018 on small businesses in Canada.

Seven Ways to Fund Higher Education – Part 2

Posted: August 25, 2015 By: Evelyn Jacks
Posted in: Strategic Thinking, Distinguished Mastery
The cost of a post-secondary education is rising faster than the rate of inflation, making higher learning more of a stretch for Canadian students and their families.

The Delusionary Testator

Posted: August 20, 2014
Posted in: Strategic Thinking, Distinguished Mastery, Succession & Estate Planning, Estate Planning, testamentary capacity
It is not uncommon for elderly people to form delusionary beliefs about those who should rightfully be named in their will.

Estate Planning: Testamentary Capacity

Posted: August 07, 2014
Posted in: Strategic Thinking, Distinguished Mastery, Succession & Estate Planning, Estate Planning, testamentary capacity
In order to make a valid will in any province in Canada, the testator (or will maker) must have a sound dispositive mind or testamentary capacity.

Estate Planning: Wills Variation – Is It Right to Change a Will?

Posted: July 17, 2014
Posted in: Strategic Thinking, Distinguished Mastery, Succession & Estate Planning, Estate Planning, wills variation
You live your entire life working and accumulating wealth, and are able to do whatever you like with it during your lifetime – spend, invest it, grow it, preserve it or give it away.