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All items tagged with: online courses

Sneak Peek! Dig Deep and Overcome A.I. Risks with Tax Prep Value-Adds

Posted: June 12, 2018 By : Knowledge bureau Staff Writers
Posted in: Strategic Thinking, Current Issue , tax preparation, knowledge bureau, Evelyn Jacks, advanced tax preparation, self-study programs, tax education, tax software, online courses, online education, family tax, artifical intelligence, value-add

The most professional tax practitioners are those who have excellent investigative skills in conducting the most exhaustive client interviews, and the best research skills in knowing when and where to look for help. Would you like to hone your skills and become one of them?

Home Accessibility Expenses: Claim Guidelines and Double-Dipping

Posted: April 16, 2018 By : Walter Harder and Evelyn Jacks
Posted in: Strategic Thinking , Financial Literacy, tax credits, knowledge bureau, Evelyn Jacks, tax courses, tax education, online courses, Disability Tax Credits, income tax filing, online education, medical claims, accessibility credits, caregiver credits, claiming medical expenses

The process of claiming home accessibility and medical expenses can be complex for eligible parties. When do home accessibility and medical expenses need to be claimed? How do you do it? How do you know which credits you’re eligible for? Here are some key guidelines.

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:

Tuition Rebate Programs Diminishing: What Can You Claim?

Posted: April 06, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , tax preparation, Financial Literacy, tax credits, knowledge bureau, Evelyn Jacks, federal budget, tax courses, tax deductions, tax education, tuition credits, online courses, budget 2018, online campus, education credits, education benefits, education and training credits, student tax deductions

Use them before you lose them! That’s the message for parents and post-secondary education students filing 2017 tax returns who are looking for provincial tuition fee rebate programs to reduce student expenses. This is especially so, since the federal education and textbook credits have been cancelled. But the tuition rebate programs are diminishing, too.

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. 

Impacting Pre-Retirees: Notable CPP Changes

Posted: April 03, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking , Financial Literacy, OAS, knowledge bureau, Canada Pension Plan, Evelyn Jacks, retirement planning, evergreen explanatory notes, old age security, tax courses, clawbacks, retirement income, CPP, tax education, retirement benefits, online courses, online campus, early pension, survivor pension, taxable income, income calculator, retirement and estate services, retirement income planning course

Did you know that there are more changes coming to the Canada Pension Plan in 2019? Most Canadians are unaware, and even those in the know find that the CPP planning process is quite confusing. There is opportunity here for tax and financial advisors to help bring their pre-retiree clients up to speed before the end of tax season.