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All items tagged with: Jenifer Bartman

Defusing Business Succession Challenges

Posted: February 19, 2019 By: Jenifer Bartman
Posted in: Strategic Thinking , succession planning, Evelyn Jacks, business succession, Jenifer Bartman, Defusing the Family Business Time Bomb

Business owners may believe they “have it all figured out” in planning for the future sale of their business, which can bring a false sense of security at the worst possible time. It’s a topic addressed by authors Evelyn Jacks and Jenifer Bartman in their new book Defusing the Family Business Time Bomb.

10 Reasons to Prioritize Succession Planning

Posted: February 05, 2019
Posted in: Strategic Thinking , succession planning, Evelyn Jacks, business succession, business leadership, Joanne Sigurdson, Jenifer Bartman, Executive Business Growth Specialist, Defusing the Family Business Time Bomb

Family businesses are facing the most explosive challenge in a generation.  A new book by Jenifer Bartman and Evelyn Jacks addresses the challenge head on, and explains how advisors and their clients who are business leaders can defuse this potential time bomb: late succession planning.  Advisors can also shore up their professional skills by studying the problem in depth in a new certificate course from Knowledge Bureau.

Business Owners: Beware the Demographic Trap

Posted: January 29, 2019 By: Jenifer Bartman
Posted in: Strategic Thinking , succession planning, Evelyn Jacks, entrepreneur, leadership, business succession, Jenifer Bartman, business leader, Defusing the Family Business Time Bomb

Who will inherit the family business?  What will it be worth when time for transition comes? Why is this issue so difficult to discuss? There are many reasons, but demographic change is bringing it to the forefront and for these reasons, planning needs to happen sooner rather than later, according to a new book by Jenifer Bartman and Evelyn Jacks, entitled Defusing the Family Business Time Bomb.

New and Available in January! Defusing the Family Business Time Bomb

Posted: January 08, 2019
Posted in: Strategic Thinking , Real Wealth Management, small business, succession planning, Evelyn Jacks, family business, leadership, family wealth, Jenifer Bartman, Defusing the Family Business Time Bomb, business book, tax book

A new book by Jenifer Bartman and Evelyn Jacks will be released next week by Knowledge Bureau. It addresses a common family secret that plagues millions of Canadians from coast to coast: what to do with the family business time bomb at a time when boomers are contemplating retirement.

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.

People in the News: KB Course Author Jenifer Bartman on CBC Business Panel

Posted: April 03, 2018 By : Knowledge Bureau Writing Staff
Posted in: Strategic Thinking , Financial Literacy, knowledge bureau, Evelyn Jacks, Small Business, distinguished advisor conference, economic trends, financial education, entrepreneur, business development, leadership, leadership courses, Executive Business Builder Program, online education, online campus, business news, CBC, Business Panel, Jenifer Bartman, building business founcations, leadership retreat

Knowledge Bureau is thrilled to announce that faculty member Jenifer Bartman, who will be a guest lecturer on the November CE Summit Tour, is appearing as a regular panelist on the CBC News Network Weekend Business Panel.