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All items tagged with: financial advisors

Poll Results: Budget 2018 Misses the Mark

Posted: April 03, 2018 By : Knowledge Bureau Writing Staff
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?

Stories from the Field: CRA Service Standards Make Progress

Posted: March 27, 2018 By : Knowledge Bureau Staff
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.

It’s Your Lucky Day: A Special St. Patrick’s Day Offer Just for You

Posted: March 13, 2018 By: Evelyn Jacks By :
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.

Poll Results: No Sympathetic Ears for Non-Compliant Taxpayers

Posted: February 12, 2018 By : Knowledge Bureau Staff
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.

Tax History: The Middle Class and Their Taxes

Posted: January 30, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking , tax preparation, Financial Literacy, CRA, knowledge bureau, Canada Revenue Agency, Evelyn Jacks, tax courses, financial advisors, tax education, tax reform, Liberal government, Morneau, unfair tax changes, tax return, online education, Fraser Institute, income tax history, War Income Tax, tax principles

It’s a new tax year and 2018 marks the 101st anniversary of the first income taxes in Canada. Back in the early fall of 1917, Canada’s “War Income Tax” was introduced, and there are still many who think, wrongly, that income taxes in Canada are a temporary measure. But has much changed since 1917? The answer is yes!

Ethics and Leadership: When Social Mores Change

Posted: January 16, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , knowledge bureau, Evelyn Jacks, Small Business, financial advisors, tax advisors, entrepreneur, business development, leadership, thought leaders, career development, online education, ethics, ethical leadership, leadership programs, education for entrepreneurs, Executive Business Builder

Watching the antics of various leaders in the news these days, it’s clear the challenges of leadership are always on display.  Leadership, ultimately is about followers, and ethical leadership is enduring. Exactly how do great leaders develop their leadership styles, and do the right things in periods of great change and much distraction?