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All items tagged with: Tax Reforms

The Impact of Change: Retirement Planning Services Must Evolve

Posted: May 15, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , Financial Literacy, knowledge bureau, Evelyn Jacks, retirement planning, Tax Reforms, tax courses, retirement income, CPP, wealth management, tax changes, income splitting, financial education, financial workshops, US tax, cross-border tax, healthcare costs

The transformation of the CPP, new income splitting rules for family business and more are changing the retirement planning game, and a new study shows that clients find the most value when their tax or financial advisors make retirement-related services a priority.

New Sneak Peeks! Help Proprietors with Professional Credentials

Posted: May 08, 2018 By : Knowledge Bureau Writers
Posted in: Strategic Thinking , Human Resources, hst, knowledge bureau, succession planning, Evelyn Jacks, tax courses, financial education, business expenses, online curriculum, T1 proprietorships, tax for small business, partnership, taxable gains, tax reforms to small business

The June 15 tax filing deadline for unincorporated businesses is coming up soon. The “gig” economy is a vibrant, growing market - especially for millennials - but many have trouble connecting with credentialed professionals to provide them with sound tax filing and planning advice. Now there is a win-win solution.

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.

Canada’s Competitiveness: Managing Cross-Border Taxation

Posted: April 16, 2018 By : Knowledge Bureau Staff
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, Morneau, budget 2018, online campus, Canadian Competitiveness, US Tax Reforms, Trump small Business, foreign operated business

Canada’s workplace is changing and not just on our vast, thawing land. Home-based workers are able to earn their living around the globe, and despite uncertainty, the benefits offered by recent U.S. tax reforms are attractive to Canadian businesses and professionals seeking more competitive environments. For these reasons, May 15 is an important date.

Morneau Drops Details on Income Sprinkling Today

Posted: December 13, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , tax preparation, Financial Literacy, knowledge bureau, tax returns, Evelyn Jacks, retirement planning, Tax Reforms, tax courses, tax changes, tax education, financial education, tax preparer, financial conference, CE summits, Morneau, bookkeeper, tax workshops, personal income tax, T1, income and deductions, personal residence tax, property and investment tax, rental tax, unincorporated business taxation, Joanne Sigurdson

Finance Canada will release new details on their “simplified” proposals on family income splitting today at 1:00 p.m. EST.  Knowledge Bureau Report will provide full commentary in its next edition and at the January CE Summits, which will travel to six cities in January.  Check out the detailed agenda and register now to secure attendance as this event sells out quickly.