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All items tagged with: distinguished advisor conference

Time to Reduce Debt as Fixed Mortgage Rates Decline

Posted: January 22, 2019 By : Beth Graddon
Posted in: Strategic Thinking , Debt Management, Debt, DAC, distinguished advisor conference, interest rate, mortgage rates, variable rate mortgage, fixed mortgage, mortgage qualification, RBC

Late last week RBC lowered its fixed mortgage rate and it’s likely that the other big banks will soon follow suit. This gives Canadians more breathing room to get mortgage debt under control. The big question to consider is whether fixed or variable mortgages are right for you.

DAC Delegates in the News: Chenine Humphrey, DFA – Bookkeeping Services Specialist

Posted: December 19, 2018 By :
Posted in: Strategic Thinking , DAC, distinguished advisor conference, Graduates in the news, grads in the news, DAC 2019, DAC testimonials, DAC in Puerto Vallarta, Delegates in the News, Chenine Humphrey

Chenine Humphrey attended the Distinguished Advisor Conference (DAC) for the third consecutive year and shares her enthusiasm for the experience: “There just simply are no bad speakers at DAC. I literally sat riveted at the edge of my seat, gleaning a wealth of information and knowledge throughout the conference!”

DAC Delegates in the News -  Rosanna Sternat

Posted: December 11, 2018
Posted in: Strategic Thinking , DAC, distinguished advisor conference, DAC 2018, grads in the news, DAC 2019, DAC in Puerto Vallarta, Rosanna Sternat, Delegates in the News

Rosanna Sternat has attended the Distinguished Advisor Conference (DAC) for six consecutive years, and was most inspired by Knowledge Bureau’s first annual Business Builder Retreat. She shares how the educational experience has benefited her public accounting practice in Selkirk, Manitoba.

Snowbirds: Tax Consequences When Substantial Presence Test Isn’t Met

Posted: November 27, 2018 By : Dean Smith
Posted in: Strategic Thinking , CRA, Canada Revenue Agency, distinguished advisor conference, Cross Border Tax, snowbirds, Dean Smith, IRS, Canadians in the US, living abroad, Cadesky Tax, U.S. tax reform, substantial presence test, U.S. tax return, Interal Revenue Service

Are snowbirds required to file a U.S. tax return? In this week's article, Dr. Dean Smith shares tax requirements for those who don’t meet the substantial presence test.

DAC in Puerto Vallarta 2019: Take Advantage of Instalment Plan!

Posted: November 27, 2018
Posted in: Strategic Thinking , Evelyn Jacks, distinguished advisor conference, Michael Geist, DAC speakers, grads in the news, Jack Mintz, DAC 2019, Delegates, DFA - Tax Services Specialist, DAC testimonials, DAC sessions, DAC in Puerto Vallarta

Make a great decision to experience education differently in 2019 – and earn 15 CE Credits. Register early for next year’s Distinguished Advisor Conference (DAC) in Puerto Vallarta, Mexico. Access to an easy pay instalment plan ends November 30.

Highlights of the 15th Annual Distinguished Advisor Conference

Posted: November 12, 2018
Posted in: Strategic Thinking , Financial Literacy, DAC, Evelyn Jacks, distinguished advisor conference, tax courses, Young Advisor Award, Kristin Ramlal, DAC Sponsors

Knowledge Bureau celebrated a joyous 15th anniversary with 150 delegates as part of an outstanding program of topics and inspirational messages by all the gifted speakers at the Distinguished Advisor Conference in Quebec City. If you missed out, here are some highlights to inspire you to attend next year’s hot conference in Puerto Vallarta, Mexico, November 10-13.