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All items tagged with: tax courses

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:

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.

Value-Based Education Matters to Advisors: Invest in Summer Training

Posted: July 17, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , tax preparation, Real Wealth Management, education, knowledge bureau, Evelyn Jacks, Small Business, tax courses, ce credits, master financial advisor, financial services, entrepreneur, financial advice, leadership, business owners, leadership retreat, leadership course, training, credentials, CPA, Bank Report Card, holistic wealth planning, wealth management strategies

According to this year’s Report Card on Banks from Investment Executive, tax and financial advisors place significant value on professional education, and have increased job satisfaction when ongoing educational opportunities are provided to them by their employers. This comes as no surprise at a time when it’s becoming more important than ever to transition from transactional processes, to holistic advice- and relationship-driven practices.

Solving the Unethical Advisor Dilemma: Higher Standards for Education Credentials Needed

Posted: July 17, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking, Distinguished Practices , education, Financial Advisor, compliance, knowledge bureau, Evelyn Jacks, Canadian Securities Administrators, tax courses, tax education, poll, CSA, Know Your Client, regulation, KYC, Know Your Product, KYP, education credentials, credentials for financial advisors, Rel Wealth Management, Distinguished advisor Conference Business Builder Retreat

The debate is on for our July poll, with respondents split down the middle on whether or not more regulation is required to protect consumers from unethical tax and financial advisors. Many commenters agree that unscrupulous practices are an issue, but what’s the answer? Some believe the solution lies in higher educational standards. Share your thoughts!

Despite Obstacles, Canada’s Growing Labour Force Points to Strong Economy

Posted: July 10, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , Financial Literacy, self-employed, knowledge bureau, interest rates, Bank of canada, Evelyn Jacks, tax courses, distinguished financial advisor, Canadian economy, financial education, entrepreneur, Executive Business Builder Program, Business Builder Retreat, labour force, job market, unemployment rate, stephen Polaz, debt and cash flow, business owner

Despite all the doom and gloom reported lately, Canada’s economy is actually growing. All signs point to an increase in Bank of Canada rates later today, as a new Labour Force Study from Statistics Canada indicates that for the month of June, the country’s labour force increased with the creation of 31,800 new jobs. The report also cites increasing self-employment levels.