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All items tagged with: Morneau

U.S. Tax Reforms: More Damaging Than NAFTA Failure?

Posted: September 17, 2018 By : Beth Graddon
Posted in: Strategic Thinking, Current Issue , DAC, distinguished advisor conference, Cross Border Tax, Canadian economy, snowbirds, finance canada, tax reform, Morneau, business tax, Dean Smith, Canada's competitiveness, Canadians abroad, U.S. tax reform, Jack Mintz, capital deductions, U.S. economy, working in the U.S.

Data from a recent PwC study shows that the economic repercussions of Canada’s increasing lack of competitiveness due to U.S. tax reforms, could be ten times greater than the fallout from a NAFTA termination. If you work with business owner clients, expect to be asked about the granular details of the incentives.

Thought Leadership from an Olympian: Workplace Diversity and Inclusion

Posted: August 21, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , DAC, Financial Advisor, knowledge bureau, gender equality, relationship management, Evelyn Jacks, distinguished advisor conference, Liberal government, Morneau, immigration, Federal Budget 2018, diversity, holistic wealth management, inclusion, female entrepreneurs, DAC speakers, DAC 2018, Caroline Ouellette

Addressing workplace diversity and inclusion is a core approach for achieving the higher standards of care demanded of today’s tax consultants and financial advisors. But what does it take to rise above our “Canadian Privilege” to achieve better results for a changing demographic landscape in your advisory practice?

The Middle Class Is Shrinking: Your Expert Advice Is Needed

Posted: May 22, 2018 By : Knowledge Bureau Writing Staff
Posted in: Strategic Thinking , knowledge bureau, gender equality, Evelyn Jacks, federal budget, ce credits, financial education, Morneau, Canada Child Benefit, financial workshops, middle class, Dean Smith, C. Russell Vert, Canada Workers benefit, diversity, poverty

One major goal of the 2018 federal budget was to strengthen the middle class which keeps shrinking in Canada. There is meaningful opportunity for tax and financial advisors to do the work necessary to help their middle clients and improve Canada’s economic future in the process.

Sneak Peek! Start Your Career Filing Personal Tax Returns

Posted: May 15, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , tax preparation, CRA, tax credits, knowledge bureau, Evelyn Jacks, tax course, tax reform, Morneau, income tax filing, personal income tax, online education, 2018 Budget, preparing tax returns

Now that it’s May, a whole new tax season – 2018 - has begun! It’s prime time to “spring into studies” and enhance your career with knowledge and skills in personal tax consultancy.  Why?  Artificial intelligence and software solutions can’t replace the true value of specialized advice.

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.