All items tagged with: CE Summit

Helping Seniors: Understanding GIS Clawbacks

Posted: May 08, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking , Financial Literacy, tax credits, knowledge bureau, Evelyn Jacks, guaranteed income supplement, old age security, clawbacks, income splitting, financial education, CE summits, Knowledge Journal, tax efficient income, claiming benefits, financial workships

Exactly when can a claim be made for Guaranteed Income Supplements (GIS)? Many seniors who qualify for Old Age Security may, in fact, be able to make a further claim for the GIS. But there is some income testing to be aware of. Astute tax and financial advisors can help, thereby providing invaluable advice.

Calendar of Educational Events 2018-2019

Posted: May 08, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , Financial Literacy, DAC, education, knowledge bureau, Evelyn Jacks, distinguished advisor conference, wealth management, CE summits, financial managment, trends, leadership mentorship, Executive Business Builder Retreat

MAY 2018 – Evelyn Jacks, President of Knowledge Bureau, and special guest experts will discuss tax-efficient planning for investors, retirees, cottage owners and private corporations at CE Summits held in four cities. Enrol by May 15. Or, begin convenient new online programs to improve your credentials. Great tuition savings for those who enroll online by June 15, or call us toll free for help: 1-866-953-4768.

Guaranteed Basic Income in Canada: Taxpayers Beware

Posted: May 01, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking , Financial Literacy, knowledge bureau, Evelyn Jacks, federal budget, financial education, CE summits, Parliamentary Budget Officer, Canadian taxpayer, Guaranteed Basic Income, Ontario Guaranteed Income, income support programs

A nationwide initiative that would provide Canadians with a base guaranteed income is under consideration. It’s a move with polarizing opinions, with many citing an increased burden upon taxpayers to fund the program.

After April 30: Tax Deadlines for Snowbirds, Proprietors and Investors

Posted: May 01, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , Financial Literacy, CRA, knowledge bureau, Evelyn Jacks, evergreen explanatory notes, tax courses, tax education, CE summits, online education, Knowledge Journal, online campus, Canadian tax deadlines, US tax for snowbirds, Canadians living in the US, IRS, tax for proprietors, self-employed tax deadline, T1 proprietorship

It’s the season when many Canadian snowbirds who spend the winter in the United States return to Canadian soil. Timely, as there is also an essential tax deadline for these individuals coming up soon. Learn more about this deadline, and other essential dates that tax and financial advisors must address now that the April 30 personal income tax filing deadline has passed.

Childcare Trends: Statistics Influencing Universal Funding Proposals

Posted: April 24, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking , Financial Literacy, knowledge bureau, Evelyn Jacks, finance minister, financial education, CE summits, Liberal government, Morneau, Federal Budget 2018, Universal childcare, childcare statistics, childcare funding

The federal government has pledged to put $7 Billion in funding into childcare support, and some provinces intend to add more. Do you think this is a good idea? Statistics Canada released data in October 2014 focusing on who uses childcare in Canada, which may impact your opinion. Weigh in and share your thoughts before this month’s poll closes.

U.S. Tax Reform: What’s the Impact on Canadian Taxpayers?

Posted: April 24, 2018
Posted in: Strategic Thinking , Financial Literacy, knowledge bureau, Evelyn Jacks, Tax Reforms, tax courses, distinguished financial advisor, Canadian economy, tax education, cross border taxation, entrepreneur, CE summits, Strategic Thinking, Morneau, current issue, budget 2018, online campus, Canadian Competitiveness, US Tax Reforms, Trump small Business, foreign operated business

A new study shows that leaders in the accounting field are feeling uncertain about the future of Canada’s economy and the recent U.S. tax reforms that are cited amongst the major contributing factors. At this year’s CE Summits, one of Canada’s most prolific cross-border tax experts will address the core tax issues that affect Canadian taxpayers and how tax and financial advisors can tackle them.