All items tagged with: tax advisors
Posted in: Strategic Thinking, Current Issue , 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?
Posted in: Strategic Thinking , knowledge bureau, tax returns, charitable giving, Evelyn Jacks, income tax, tax courses, financial advisors, tax advisors, financial education, Knowledge Bureau poll, online education, Super Donor Credit, donation tax credit, charity tax credit, resolutions
In December, we asked Knowledge Bureau Report readers, “In your opinion, are tax and financial professionals taking the time to help clients understand the benefits of charitable giving?” In a surprising result, only 17 percent thought their peer group was spending enough time counselling their clients how to make donations in a tax-efficient way.
Posted in: Strategic Thinking , CRA, knowledge bureau, Evelyn Jacks, Small Business, tax courses, tax changes, tax advisors, tax education, CE summits, Morneau, income sprinkling, online education, income tax preparation, income tax for business, tax for proprietorships, Benitta Anselm Nerio
We’d like to say congratulations to Benitta Anselm Nerio on the completion of Knowledge Bureau’s T1 Professional Tax Preparation – Intermediate course. Here’s what she had to say about her experience:
Posted in: Strategic Thinking , Financial Literacy, CRA, capital gains, knowledge bureau, Evelyn Jacks, family business, retirement planning, investment income, tax courses, financial advisors, retirement income, wealth management, tax changes, income splitting, tax advisors, financial education, tax reform, small business tax, Liberal government, Canadian income tax, Morneau, income sprinkling, family tax credits, reasonableness test, capital contribution, private corporation tax, incorporated business
It’s official, family income sprinkling rules will take effect January 1, 2018, and, unless a family member can show active participation under still-complicated reasonableness tests, distributions of income from private family businesses will be taxed at top tax rates, with none of the progressivity in tax rates available to individuals. This will require an immediate rethinking of resources available to the economic unit known as the family business.
Posted in: Strategic Thinking , Tax Planning, investments, relationship management, retirement planning, financial advisors, wealth management, tax advisors, financial services, investment advice, entrepreneur, innovative thinking, thought leadership, financial advice, future-proof, robo-advisors, value proposition, artificial intelligence, cyborgs, high-net-worth clients, complex financial issues, customer relationships, holistic advice, growing your business
As a financial advisor, you rely on technology to do your job effectively, but it’s also a disruptor in the industry these days. Robo-advisors are a force to be reckoned with, offering automated services that provide low-cost advice. Are they turning financial advice into a commodity? Will you be priced out of the market? How can you compete with robo-advisors?
Posted in: Strategic Thinking, Investment & Retirement, Succession & Estate Planning, Tax Planning , distinguished advisor conference, tax advisors, wealth advisors
There are big sweet spots for advisors and clients who focus on the right issues in the financial services, and 21 influential movers and shakers from both sides of the Canada – US border will embellish on them this fall at the annual Distinguished Advisor Conference to be held in the Texas Hills, near Austin, November 9 – 12.