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All items tagged with: distinguished advisor conference

Changes to Corporate Income-Splitting Rules Could Hurt Women and Families

Posted: September 08, 2017 By : Evelyn Jacks, MFA, DFA-Tax Services Specialist
Posted in: Strategic Thinking , Federal Government, dividends, knowledge bureau, Evelyn Jacks, income tax, Small Business, distinguished advisor conference, income splitting, finance canada, financial education, entrepreneur, post-secondary education, CE summits, Canadian income tax, Morneau, gender inequality, gender issues, women and families, taxation of private corporations, feminism, income tax reform, tax planning strategy, gender statistics, income tax proposals, tax for stay-at-home parents

Finance Canada’s controversial proposals on the taxation of private corporations, which require comments on the changes by October 2, will potentially affect businesspeople of all income levels, from all walks of life, who serve and employ Canadians in their hometowns across Canada. However, they will also affect families and, in particular, women.

Financial Advisors’ Advice and Strategies Altered by A.I. Revolution

Posted: September 08, 2017 By: Evelyn Jacks
Posted in: Strategic Thinking , self-employed, knowledge bureau, tax returns, relationship management, Evelyn Jacks, income tax, retirement planning, distinguished advisor conference, financial advisors, wealth management, tax education, financial education, tax reform, entrepreneur, post-secondary education, CE summits, artificial intelligence, AI, industries, iron and ore, Malcolm McRae, tax planners, family wealth, intergenerational issues, job elimination, obsolete jobs, severance packages

From cell phones to airplanes, building and coins, ore is indispensable in modern life; but, like many other outputs, the work people do to bring it to market is being impacted by the A.I. Revolution. Similar disruptive changes affect the advice tax and financial advisors give their clients.

People in the News

Posted: September 08, 2017
Posted in: Strategic Thinking , DAC, knowledge bureau, income tax, distinguished advisor conference, tax education, financial education, financial conference, Kelowna, Holden Accounting & Tax Services

Karen Stokowski, a tax professional in Holden, Alta., has this to say about the Distinguished Advisor Conference

Poll Comment of the Month: Canadians Betrayed by Tax Proposals

Posted: September 01, 2017 VIA: Knowledge Bureau
Posted in: Strategic Thinking , Federal Government, DAC, capital gains, taxation, knowledge bureau, Evelyn Jacks, income tax, Small Business, distinguished advisor conference, Canadian economy, inflation, tax changes, tax reform, tax rates, entrepreneur, tax proposals, passive investment income tax, Knowledge Bureau poll, Liberal government, layoffs, private corporation, proprietorship, Larry Frostiak, CE Summit, Knowledge Bureau CE Summit, Knowledge Bureau Distinguished Advisor Workshops

We received dozens of thoughtful, well-crafted comments to our August poll on the proposals to tax passive investment income inside a small business corporation at top personal rates. But this “Letter to the Government” submitted by Brad is a must-read.

Combating Fake News & DIY Wealth Management Trends

Posted: September 01, 2017 VIA: Knowledge Bureau
Posted in: Strategic Thinking , DAC, Financial Advisor, knowledge bureau, relationship management, Evelyn Jacks, distinguished advisor conference, wealth management, future-proof, fake news, post-truth, business development, leadership, innovative business, DIY financial management, DIY wealth management, financial tools online, relationship development, conference Kelowna, investment solutions, value proposition, Kirk LaPointe, Daniel Popescu

As a society, we have become over-confident that we can do anything, whether or not we have the skills and knowledge to, because of the wealth of information that’s available at our fingertips. Unfortunately, in the era of fake news, it becomes challenging to discern fact from fiction.