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All items tagged with: financial education

Retirement Planning: Four Tax-Efficient Income Options

Posted: April 16, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking, Current Issue , Financial Literacy, Estate Planning, knowledge bureau, Evelyn Jacks, retirement planning, tax efficient retirement income planning, tax courses, individual pension plan, Registered Disability Savings Plan, retirement income, pooled retirement pension plan, financial education, retirement benefits, online education, online campus, Baby Boomer, foreign pension, Retirement and Estate Services Specialist

Have you explored all of the tax-efficient income options available to generate consistent income that will provide for your retirement needs and wants? If you’re a Boomer challenged to find tax-efficient options, discuss these four alternative sources with your tax advisor today.

Before You Leave Tax Season: Check out the New CPP Costs for 2019

Posted: April 16, 2018 By: Walter Harder
Posted in: Strategic Thinking, Current Issue , Financial Literacy, Estate Planning, knowledge bureau, Evelyn Jacks, retirement planning, tax efficient retirement income planning, tax courses, individual pension plan, Registered Disability Savings Plan, retirement income, pooled retirement pension plan, financial education, retirement benefits, online education, online campus, Baby Boomer, foreign pension, Retirement and Estate Services Specialist

If you’re a pre-retiree, don’t put your tax affairs to bed yet—especially if you plan to apply for CPP benefits in the near future! Starting January 1, 2019, there will be many changes to the rules. Here’s what you need to know.

Travel for Medical Care? Claim Your Deductions

Posted: April 16, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking, Current Issue , tax preparation, Financial Literacy, knowledge bureau, Evelyn Jacks, tax services specialist, Medical expenses, tax filing, tax courses, tax education, financial education, CE summits, online courses, financial workshops, online campus, medical claims, medical travel, vehicle rates, simplified method claims

Do you have clients who travelled to another city for medical care in 2017, but failed to keep receipts?  It pays to do a little research to maximize their claims. In fact, they don’t need to miss out on the medical expense savings, if you use the simplified method to file.  Here are the rules:

Gender Wage Gaps: Women Make Big Strides in Accounting

Posted: April 06, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , Financial Literacy, Financial Planning, President - Knowledge Bureau, gender equality, bookkeeping courses, financial education, accounting courses, online courses, accounting jobs, online campus, women in the workplace, wage gaps, accounting employment, budget 2018 Evelyn Jacks

In the accounting and finance industry, a lot has changed since the 1950s. Today this field is of particular appeal to women, as they now make up a widening majority (58 Percent) of its workforce. Earnings for women have also doubled, making this an excellent career choice. 

CRA Carrying Charges: What’s Tax Deductible?

Posted: April 03, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking , tax preparation, Debt Management, Financial Literacy, CRA, knowledge bureau, Canada Revenue Agency, Evelyn Jacks, Essential Tax Facts, tax tips, tax courses, tax education, financial education, interest deductions, interest on investments, deductible carrying charges, diminished value in assets

Last week we discussed the deductibility of interest and penalties levied by the Canada Revenue Agency. In Part two of this series, we’re taking a closer look at the deductibility of interest costs on your investments.

New Veterans’ Benefit: Launch Your Financial Sector Career

Posted: April 03, 2018 By : Knowledge Bureau Writing Staff
Posted in: Strategic Thinking , Financial Literacy, Financial Advisor, tax credits, knowledge bureau, income tax act, Evelyn Jacks, tax courses, tax advisor, Canadian Armed Forces, financial services, financial education, online education, online campus, Veterans Benefit, Reserve Force, retired military, civilian careers, Canadian Army Veterans' Education and Training benefit, careers, tax careers

Are you a Canadian army veteran looking for your next career opportunity? The new Veterans' Education and Training Benefit supports your educational pursuits in the tax and financial services.  Knowledge Bureau courses and programs are eligible, and convenient: available online for continuous intake, 24/7. They provide new credentials for skills that are in high demand.