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All items tagged with: financial workshops

The Middle Class Is Shrinking: Your Expert Advice Is Needed

Posted: May 22, 2018 By : Knowledge Bureau Writing Staff
Posted in: Strategic Thinking , knowledge bureau, gender equality, Evelyn Jacks, federal budget, ce credits, financial education, Morneau, Canada Child Benefit, financial workshops, middle class, Dean Smith, C. Russell Vert, Canada Workers benefit, diversity, poverty

One major goal of the 2018 federal budget was to strengthen the middle class which keeps shrinking in Canada. There is meaningful opportunity for tax and financial advisors to do the work necessary to help their middle clients and improve Canada’s economic future in the process.

The Impact of Change: Retirement Planning Services Must Evolve

Posted: May 15, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , Financial Literacy, knowledge bureau, Evelyn Jacks, retirement planning, Tax Reforms, tax courses, retirement income, CPP, wealth management, tax changes, income splitting, financial education, financial workshops, US tax, cross-border tax, healthcare costs

The transformation of the CPP, new income splitting rules for family business and more are changing the retirement planning game, and a new study shows that clients find the most value when their tax or financial advisors make retirement-related services a priority.

U.S Tax Reforms and NAFTA: They Impact Canadian Taxpayers

Posted: May 08, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , Financial Literacy, President - Knowledge Bureau, Evelyn Jacks, evergreen explanatory notes, ce credits, snowbirds, tax education, financial education, financial workshops, Knowledge Journal, Dean Smith, Trump, NAFTA, Canadian Competitiveness, cross-border tax, US tax reform, foreign income, taxpayers abroad, C. Russell Vert, free course trials

Is it still a good idea for snowbirds to own property in the U.S.? Do you have clients who have children studying in the States or a son or daughter marrying a U.S. citizen? How will Canadian small business tax reforms co-mingle with the most significant U. S. tax reform since 1986?

Travel for Medical Care? Claim Your Deductions

Posted: April 16, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , 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:

Retirement Planning: Avoiding OAS Clawbacks

Posted: April 06, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , tax preparation, Financial Literacy, CRA, OAS, Financial Advisor, knowledge bureau, Evelyn Jacks, retirement planning, evergreen explanatory notes, tax filing, old age security, tax courses, clawbacks, retirement income, CPP, tax education, CE summits, retirement benefits, financial workshops, online education

Are retired Canadians turning to you for help when they’ve been subjected to Old Age Security clawbacks? If you are a professional in the tax and financial services industry, its your job to provide valuable advice to pre-retirees on this complex issue, and help them avoid the Pension Recovery Tax that could take a chunk out of their retirement income.

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?