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All items tagged with: education

Amplify Your Practice: New CE Learning Modules for Advisors

Posted: March 12, 2019
Posted in: Breaking News, News from the Bench, Strategic Thinking, Current Issue , ce credits, tax education, online education, Sunlife, Tax in Practice, Sunlife Financial, CE Modules

Sun Life and Knowledge Bureau are pleased to unveil Tax in Practice; a series of 10 new CE Modules for advisors who aspire to work with the lucrative small-to-medium business markets. Tax in Practice covers the most recent tax reform changes in order to provide advisors the opportunity to target the unique needs of family business clients by offering high-value advice.

Access to Online Education: A Solution to the World’s Greatest Problems?

Posted: February 19, 2019 By : Beth Graddon
Posted in: Strategic Thinking , education, statistics canada, United Nations, online learning, neurodevelopmental conditions, mental health conditions, ADHD, ADHD and learning, Sustainable Development

A new study from Statistics Canada released this week demonstrates how online learning for continuing or post-secondary education, may increase the opportunities available to Canadians with certain medical conditions. Have you considered alternative pathways to traditional education in planning for lifelong learning?

Do No Harm: Advisors Need to Know Corporate Tax Planning for 2019

Posted: January 15, 2019
Posted in: Strategic Thinking , tax preparation, Small Business, tax filing, tax forms, entrepreneur, business tax, passive investment income, TOSI, Tax on Split Income, tax education for business owners

A newly updated certificate tax course focused on the dramatic changes to tax planning for corporate owner-managers is launching today. It’s so important that its updater, Dr. Dean Smith of Cadesky Tax says that advisors who do not understand these rules may very well cause harm to their clients. Here’s why:

Educate Your Clients: Six Essential Tax Tips for 2019

Posted: December 11, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking , tax preparation, Financial Literacy, Evelyn Jacks, Essential Tax Facts, tax tips, tax filing, financial education, tips for taxpayers

Share the gift of education with your clients this holiday season! By discussing the six essential tax tips your clients need to know for 2019 and beyond, you can help Canadians become more informed on the tax-efficient decisions that will improve their financial health in the new year.

Donation Controversy: Tax Relief for Media

Posted: November 27, 2018 By: Evelyn Jacks By : Beth Graddon
Posted in: Strategic Thinking , Federal Government, tax deductions, tax education, Morneau, Fall Economic Update, media tax relief, tax incentives for media subscriptions, Canada free press, Canada news

Last week’s Fall Economic Statement featured updates to Canada’s economic outlook and corporate tax changes, specifically, the Capital Cost Allowance measures. However, the Finance Minister also proposed a controversial $595 million package to support Canada’s media sector, including tax breaks for those who subscribe to some online media outlets. 

Wait Until 2020 for CRA Service Standard Improvements

Posted: November 27, 2018 By : Beth Graddon
Posted in: Strategic Thinking , CRA, Canada Revenue Agency, Taxpayers' Ombudsman, taxpayer bill of rights, tax education, CRA service standards, Auditor General, CRA business enquiries

A year after the Auditor General Report that took the CRA to task over its service standards, this fall’s report delivers further criticism. This time, CRA is being called out for its inconsistent practices and in addition, this latest critique follows the news that the implementation of call centre improvements has been delayed again.