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All items tagged with: tax course

People in the News – David Booth

Posted: June 12, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking, Current Issue , tax preparation, knowledge bureau, Evelyn Jacks, personal tax preparation, tax course, tax education, people in the news, self study online, testimonial

Accredited CGA and CPA David Booth recently took Intermediate Personal Tax Preparation and had the following to say about his experience:

Avoid Penalties: File TFSA Return by July 2

Posted: June 05, 2018 By: Walter Harder
Posted in: Strategic Thinking , Financial Literacy, knowledge bureau, TFSA, Evelyn Jacks, investment income, tax courses, retirement income, tax education, Walter Harder, TFSA deadline, TFSA penalties, contribution limits, excess contributions

The TFSA filing deadline is coming up on July 2 (the standard June 30 deadline falls on a weekend). It doesn’t apply to all TFSA investors, but for those who do have to comply, abiding by the guidelines is essential to avoid penalties.

Canadians Want Changes to Tax Filing Deadlines: Poll Results

Posted: June 05, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , tax preparation, Financial Literacy, self-employed, knowledge bureau, Canada Revenue Agency, poll results, Evelyn Jacks, tax courses, financial education, sole proprietor, taxpayers, tax deadlines, tax dates

In May, we asked Knowledge Bureau Report readers whether Canada’s current tax deadlines make sense – and the general consensus was that the existing system needs to change. Some of the suggestions from professionals in the tax and financial services industry might surprise you.

Canada’s Economic Future: Immigration is Essential for Growth

Posted: June 05, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , tax preparation, DAC, knowledge bureau, Evelyn Jacks, tax courses, Canadian economy, bookkeeping courses, accounting courses, immigration, education for immigrants, careers for immigrants, immigration visa, canadian newcomers, Canada's immigration plan, Immigration Minister, Ahmed Hussen, Immigration Summit, Shoshana green

Reports from the recent 2018 Immigration Summit in Ottawa, show that immigration is going to be essential for the future of the Canadian economy. But, where are the career opportunities for newcomers to Canada, or those those returning back home?

Sneak Peek! Advisors Require Technical Skills Before Death of a Taxpayer

Posted: June 05, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , Estate Planning, knowledge bureau, executor, succession planning, Evelyn Jacks, retirement planning, final returns on death of a taxpayer, tax courses, ce credits, master financial advisor, inheritance, tax education, financial education, Walter Harder, online education, taxes for deceased, holistic wealth management, estate services

Each year, 1 percent of the population passes away, generating tax consequences and other financial implications that impact remaining family members.Yet, often tax and financial advisors are hesitant to focus on tax-efficient estate planning, leaving it to attorneys instead. But you can add value as a more trusted advisor by offering a more holistic approach to a powerful financial moment by honing skills in discussing the tax consequences on death of a taxpayer.

Canada’s Tax Freedom Day: Implications to Wealth Management

Posted: May 29, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking , Financial Literacy, knowledge bureau, Evelyn Jacks, income tax, retirement planning, tax strategies, tax courses, wealth management, financial education, tax dates

Every year there is a milestone date when Canadians can shift their focus from paying taxes due to using their income to secure their financial future. Several countries track “Tax Freedom Day” annually, and Canada’s is coming up in June. It falls weeks behind other countries, which can have negative repercussions to wealth management and retirement planning.