All items in: Strategic Thinking

Year-End Tax Tip: Brush Up on Medical Expenses

Posted: October 09, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking, tax credits, Evelyn Jacks, Medical expenses, deductible medical expenses, tax deductions, medical claims, caregiver credits, claiming medical expenses, eligible medical expenses
Claiming medical expenses can be painful for most taxpayers: there are so many receipts and tiny numbers involved. But it can be worthwhile, especially if you schedule your dental and medical treatments in a tax-savvy manner before year-end.

Women Make Strides in Financial Services

Posted: October 09, 2018 By : Beth Graddon
Posted in: Strategic Thinking, Financial Planning, Financial Advisor, Small Business, distinguished advisor conference, women in business, entrepreneur, leadership, proprietorship, business owner, female business leaders, women in financial services, Canadian Summit for Women in Financial Planning, Business Buider Retreat, women-owned enterprises
The financial services industry has traditionally been male dominated, but a shift has started to occur, with more emphasis placed upon supporting female growth in this field. Also important, is a new Statistics Canada Report which notes that women-owned service industry businesses are experiencing higher growth rates than those owned by men, which bodes well for female leaders in the tax and financial services.

Tax Relief for Armed Forces: Were Claims Filed Correctly?

Posted: October 09, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking, tax preparation, Evelyn Jacks, tax tips, tax advisor, Canadian Armed Forces, tax relief, tax credit, tax deduction, CAF, tax creits for Armed Forces, Canadian Veterans, Canadian military
Members of the Canadian Armed Forces (CAF) received $85 Million in extra tax relief in the 2017 tax year, but some may have missed the opportunity when filing. As part of year-end tax planning communications, professionals working with CAF clients may wish to revisit any recent claims for the deductions available to police and Canadian Forces personnel.

USMCA Makes Progress for Aboriginal and Indigenous Inclusivity

Posted: October 09, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking, Human rights, distinguished advisor conference, Aboriginal people, NAFTA, diversity, trade agreement, DAC speakers, United Nations, USMCA, indigineous people, native Canadians, equality, United Nations Declaration on the Rights of Indigenous Peoples, Senator Mary Jane McCallum
Unfortunately, Senator McCallum has informed us she is unable to attend the Distinguished Advisor Conference this year. Instead we will hear from Dan Collison who will speak to this important topic: YOUR NEW IDEAL CLIENT: How Constructive Listening Helps Engage Culturally Diverse Clients. Check it out and register by October 31!

The Right Professional Education for a New Economy

Posted: October 09, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking, Financial Literacy, Evelyn Jacks, Tax Specialist, tax courses, ce credits, tax advisor, financial education
The tax preparation industry is undergoing massive change: from jobs that required data entry skills to professional advice that focuses on the best after-tax results for the client and his or her family. That requires a new educational solution for those who want to build a career in this rewarding industry.

Graduates in the News – Troy Harrison

Posted: October 09, 2018 By : Knowledge Bureau Writers
Posted in: Strategic Thinking, tax preparation, Financial Literacy, distinguished financial advisor, financial education, holistic advice, Graduates in the news, holistic financial planning, designates, Troy Harrison
Troy Harrison of Winnipeg, shares why investing in education as an advisor, isn’t just about career advancement. Education also helps advisors forge trust with clients.  His focus now is to cultivate and nurture his client relationships and inspire other advisors to do the same.