All items in: Strategic Thinking
Posted in: Strategic Thinking, Current Issue, rrsp, retirement savings, RPP, retirement income, CPP, RRIF, Walter Harder, Registered Pension Plan, annuity, life annuity, Registered Pension Plan Annuity Contracts, Retirement and Succession Services Specialist
What options do your clients have for receiving their Registered Pension Plan (RPP) entitlement, as they approach retirement? The Canada Revenue Agency has just released some guidelines that may help.
Posted in: Strategic Thinking, Current Issue, tax preparation, Financial Literacy, Evelyn Jacks, Essential Tax Facts, tax tips, tax filing, financial education, tips for taxpayers
Share the gift of education with your clients this holiday season! By discussing the six essential tax tips your clients need to know for 2019 and beyond, you can help Canadians become more informed on the tax-efficient decisions that will improve their financial health in the new year.
Posted in: Strategic Thinking, Current Issue, seniors, tax credits, statistics canada, income disparities, low income, social assistance, government transfer programs, assistance programs
New data from Statistics Canada shows that government transfer programs have a positive impact on getting Canadians out of low-income status. But for some demographics, these positive effects have declined over time. It’s a timely topic, as the holiday season reminds us that the most vulnerable demographics, which includes women and seniors, may not have the resources to enjoy the holidays or share with their families.
Posted in: Strategic Thinking, Current Issue, tax preparation, tax credits, tax courses, ce credits, tax workshop, electronic tax filing, CE summits, personal income tax, advanced personal tax update, Income Tax Courses, 2019 tax
It’s time to shake out the cobwebs and sharpen your personal tax knowledge as you learn all the ins and outs of filing T1 tax returns in 2019. Receive a detailed line-by-line update that includes new 2018 forms and schedules from the CRA. Canada’s most popular personal tax update for professional tax filers, bookkeepers, accountants, financial advisors and their teams is coming your way. Don’t miss this highly anticipated annual tour coming to six cities in January.
Posted in: Strategic Thinking, Current Issue, seniors, relationship management, elder abuse, succession planning, power of attorney, fraud, family wealth, financial abuse, advisor's duty, client services, CRA scam, wills
It’s an advisor’s duty to help protect their clients from financial abuse, and seniors are most vulnerable to this. In fact, according to the Ontario Human Rights Commission, 62.5 percent of elder abuse cases are financial. What can you do to give your senior clients the gift of financial protection this holiday season?
Posted in: Strategic Thinking, Current Issue, DAC, distinguished advisor conference, DAC 2018, grads in the news, DAC 2019, DAC in Puerto Vallarta, Rosanna Sternat, Delegates in the News
Rosanna Sternat has attended the Distinguished Advisor Conference (DAC) for six consecutive years, and was most inspired by Knowledge Bureau’s first annual Business Builder Retreat. She shares how the educational experience has benefited her public accounting practice in Selkirk, Manitoba.