All items in: Your Professional Development

Designated Advisors in Tax and Wealth Advisory Services in High Demand

Posted: January 05, 2016 By : Knowledge Bureau
Posted in: Breaking News, Your Professional Development
At this time of year, professional tax and financial services are looking for highly qualified personal tax professionals for seasonal tax preparation and planning work Knowledge Bureau’s Distinguished Financial Advisor (DFA) – Tax Service Specialist™ designation bring you up to speed quickly with its online programs; in fact you (or your staff) can begin today.

Financial Literacy Report Cards: Teaching Top 6 Skills

Posted: June 23, 2015 By: Evelyn Jacks
Posted in: Your Professional Development, Succession & Estate Planning, Tax Planning
It’s report card time for kids, but it’s also a good time for parents and teachers to reflect on the level of financial literacy among students, and bringing more effective financial education to next year’s curriculum, which begins just a couple of months from now.

11 More Ways To Measure A Truly Rewarding Life

Posted: June 16, 2015
Posted in: Your Professional Development, Succession & Estate Planning, Tax Planning
How important are a tax and financial advisor’s “soft skills?”  Having deeper conversations about many life components, other than finance, can be an important first step in improving your clients’ lives. 

Closing the Wealth Inequality Gap: Seven Key Questions

Posted: June 16, 2015 By : Karen Milner
Posted in: Your Professional Development, Tax Planning
The old adage says that “money can’t buy happiness.” This is now statistically true.

Emotions Aside, Sometimes Estate Litigation is Wrong

Posted: June 09, 2015 By : Greer Jacks
Posted in: Your Professional Development, Succession & Estate Planning, Tax Planning
On May 28, 2015, the Ontario Court of Appeal (ONCA) dismissed an appeal from the dismayed son of a deceased testator.

High Standard Upheld in Will Validity Challenge

Posted: June 09, 2015 By : Greer Jacks
Posted in: Your Professional Development, Investment & Retirement, Tax Planning
Back in 1851, a decision in Russel v. Jackson reasoned that when the validity of a Will is challenged, the solicitor’s file should be disclosed in certain circumstances to provide insight into the views and intentions of the testator, or the objects and purposes for which dispositions have been made in the Will.