All items tagged with: financial advisors
Posted in: Strategic Thinking, Current Issue , Financial Literacy, DAC, knowledge bureau, Evelyn Jacks, distinguished advisor conference, financial advisors, ce credits, tax advisors, financial education, Quebec City, financial conferences Canadian conferences, networking events, Aaron Robertson, Alitis Investment Counsel
It’s time to register for the 2018 Distinguished Advisor Conference in Quebec City and make it your conference this year! Aaron Robertson from Alitis Investment Counsel was already thinking about making it his after last year’s event. Hear what he had to say and join us.
Posted in: Strategic Thinking , knowledge bureau, succession planning, Evelyn Jacks, financial advisors, tax advisors, tax education, entrepreneur, artificial intelligence, Executive Business Builder Program, online education, Real Wealth Managers, leadership development, corporate culture, Business Builder Retreat, holistic wealth management, transitioning a business, Fundamentals of Succession Planning
A new study shows that change in the financial services is leaving many advisors feeling unsettled and insecure about the future of their firms. If you’re one of them, exactly what are the solutions that can provide meaningful help to you?
Posted in: Strategic Thinking , Financial Literacy, knowledge bureau, Evelyn Jacks, federal budget, tax courses, financial advisors, income splitting, tax advisors, financial education, small business tax, CE summits, Liberal government, Morneau, online courses, financial workshops, passive investment income, budget 2018, online campus
According to Knowledge Bureau’s March poll results, financial professionals agree that Budget 2018 misses the mark. Why do tax and financial advisors believe that simplicity and fairness, in particular, were not addressed, and what impact does this have on the services you provide?
Posted in: Strategic Thinking , Financial Literacy, knowledge bureau, Evelyn Jacks, income tax, tax courses, financial advisors, tax advisors, financial education, tax preparers, tax benefits, CRA audits, online education, Parliamentary Budget Officer, child tax benefits, claiming eligible dependents, CRA service standaards, tax claims after separation, tax claims after divorce, CRA customer support File My Return
Have the CRA’s service standards improved? Reports from tax professionals and their clients show progress this tax season. However, in light of increased audit activity, diligence and thorough documentation remain necessary - as this story from the field demonstrates – or you risk major financial consequences.
Posted in: Strategic Thinking, Distinguished Practices , tax preparation, Debt Management, Financial Literacy, Estate Planning, knowledge bureau, Evelyn Jacks, retirement planning, Accounting, tax courses, financial advisors, small business tax, financial courses, budgeting, online education, payroll courses, online campus, St. Patricks Day, enrollment offer
You don’t have to be Irish to experience some luck this St. Patrick’s Day. Take advantage of our “Luck of the Irish” Special, available now until March 31st 2018.
Posted in: Strategic Thinking , tax preparation, Financial Literacy, CRA, knowledge bureau, Canada Revenue Agency, Evelyn Jacks, tax filing, tax courses, financial advisors, tax advisors, financial education, online courses, online education, tax payers, non-compliant tax payers, tax audits
The verdict is out on non-compliant taxpayers: 87% of Knowledge Bureau readers gave a big thumbs down on putting themselves at risk by tolerating bad behaviors by taxpayers. Given the changes to the Voluntary Disclosures Program, starting March 1, 2018, so has the CRA.