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All items tagged with: CE summits

Coming or Going from Canada: Be Tax Compliant

Posted: September 24, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking , tax preparation, tax credits, Evelyn Jacks, tax services specialist, tax filing, tax deductions, CE summits, immigration, Canadian immigration, newcomers to canada, emigration, part-year residency

With Canada’s complex tax system, tax and financial advisors who exercise additional diligence to ensure immigrants and emigrants remain tax compliant can offer valuable advice. What tax deductions, credits and filing requirements should you make sure they don’t miss?

Graduates in the News: Ian Wood, MFA, RWM

Posted: September 10, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , Financial Literacy, Evelyn Jacks, ce credits, master financial advisor, Real Wealth Manager, CE summits, online courses, online education, testimonial, Graduates in the news, Knowledge Bureau graduate, Nancy Folliott, Ian Wood

Ian Wood, Assistant Vice President, Business Development, at Cardinal Capital Management, Winnipeg, is a graduate of Knowledge Bureau’s Master Financial Advisor (MFA™) and Real Wealth Manager (RWM™) programs. He says that his Knowledge Bureau education has helped him differentiate himself from his competitors, by providing him with a more detailed understanding of tax and financial planning topics. Here’s his story.

Train for Work in the New Economy: Tax Advice vs Tax Preparation

Posted: September 10, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking , tax preparation, Real Wealth Management, Financial Literacy, Financial Advisor, knowledge bureau, Evelyn Jacks, tax filing, tax advisor, financial education, CE summits, financial advice, robo-advisors, Know Your Client, client-centric strategies, holistic financial planning, tax specialists

What is the difference between a tax preparer or practitioner and a tax specialist? In a word: advice. The tax preparation industry is in the midst of an enormous transformation, and new entrants must educate toward that change. But, why is that and what does that really mean?

Tax Enforcement: Are Subjective Views Helpful?

Posted: August 27, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking , CRA, capital gains, knowledge bureau, taxing the rich, Evelyn Jacks, income tax, Canadian economy, tax literacy, tax education, CE summits, CRA audits, CRA workers, 1%, top personal income tax rate, corporate tax rates, capital gains taxes, fair taxation, equal taxation, Business Tax Services Specialist

The results of a mid-month survey of CRA tax auditors by the Professional Institute of the Public Service of Canada (PIPSC) highlight the challenges of keeping Canada’s tax system fair for all. One of them is the easy headlines that pit one group of taxpayers – generally the “wealthy” - against another. But a deeper read of the survey uncovers relevant and possibly more purposeful insights.

The Global Population: Fundamentally Financially Illiterate

Posted: August 27, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , tax preparation, Financial Literacy, Debt, economy, knowledge bureau, Evelyn Jacks, Essential Tax Facts, tax filing, tax courses, tax calculators, tax education, financial education, CE summits

How financially literate is the global population? Not very, according to two important reports, and that’s a big problem. There are significant economic consequences to this knowledge gap that underscore why financial education is essential for everyone.

12 Essential Year-End Tax Planning Questions

Posted: August 21, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , Corporations, investment, knowledge bureau, Evelyn Jacks, corporate tax, Small Business, trusts, wealth management, tax reform, CE summits, proprietorships, Larry Frostiak, unfair tax changes, year-end planning, financial workshops, Knowledge Journal, passive investment income, Jenifer Bartman, business planning, TOSI, Kim Moody

Complex new tax rules were introduced for 2018 and 2019. Tax accountants, wealth advisors, and taxpayers will need to follow the “after-tax lifeline” of an invested personal or corporate dollar with 12 planning strategies.