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All items tagged with: tax course

The Right Professional Education for a New Economy

Posted: October 09, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking , Financial Literacy, Evelyn Jacks, Tax Specialist, tax courses, ce credits, tax advisor, financial education

The tax preparation industry is undergoing massive change: from jobs that required data entry skills to professional advice that focuses on the best after-tax results for the client and his or her family. That requires a new educational solution for those who want to build a career in this rewarding industry.

Business Partnerships: Signing on the Dotted Line

Posted: September 24, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , DAC, self-employed, knowledge bureau, Small Business, business development, leadership, tax courses Evelyn Jacks, Business Builder Retreat, Philippe Richer, business owner, entreprenreur, prorietorship agreement, shareholder agreement, business contract, business investing

It’s critical to operate within safe havens if you are in business today. To mitigate the challenges and issues partners and shareholders in business face during the business-building process, it’s essential to have a contract in place. But many don’t understand the core components before signing on the dotted line.

Graduates in the News: Amanda McAskill

Posted: August 27, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , tax preparation, tax courses, bookkeeping courses, leadership, bookkeeper, Bookkeeping for Small Business, Graduates in the news, Amanda McAskill, Nancy Folliott, entrepeneur, Designate, graduate

Entrepreneur Amanda McAskill, of AJM Bookkeeping and Business Services is a recent graduate of Knowledge Bureau’s Bookkeeping for Small Business course. She found herself re-energized by the course, and inspired to tackle her career goals. Here’s her story:

CRA’s File My Return Misses the Mark

Posted: August 27, 2018 By : Beth Graddon
Posted in: Strategic Thinking , tax preparation, Financial Literacy, CRA, tax credits, knowledge bureau, Evelyn Jacks, Essential Tax Facts, tax filing, fixed income, distinguished financial advisor, tax course, income tax returns, tax deadlines, low income, File My Return, electronic filing, efiling, Netfile

Nearly 90 percent of Canadians filed their tax returns online this year. Despite this, low adoption rates show that some of the CRA’s automated programs are missing the mark - at least so far - and may be failing to improve the rates of taxpayer filing delinquency.

The Global Population: Fundamentally Financially Illiterate

Posted: August 27, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , tax preparation, Financial Literacy, Debt, economy, knowledge bureau, Evelyn Jacks, Essential Tax Facts, tax filing, tax courses, tax calculators, tax education, financial education, CE summits

How financially literate is the global population? Not very, according to two important reports, and that’s a big problem. There are significant economic consequences to this knowledge gap that underscore why financial education is essential for everyone.

Non-Residents in the Family: What’s the CRA’s Take?

Posted: July 17, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking , tax preparation, CRA, investments, knowledge bureau, Canada Revenue Agency, Evelyn Jacks, Essential Tax Facts, tax filing, tax courses, master financial advisor, distinguished financial advisor, employment insurance, retirement income, tax education, tax return, personal amounts, double taxation, cross-border tax, Canadians abroad, surtax, non-resident, Canadian emigrant, Canadian expatriates, tax treaaty, Canadian immigrants, non-resident tax, world income

Summertime is family time; but it is also the time of year when people prepare for big life changes taking place in the fall. Young adults make plans to work abroad, travel or go to school and empty-nesters journey to warmer climates. However, non-residency comes with tax consequences, so a visit to a tax advisor should be part of your travel preparation.