All items tagged with: tax courses
Posted in: Strategic Thinking , tax preparation, Financial Literacy, knowledge bureau, Evelyn Jacks, retirement planning, tax courses, retirement income, CPP, wealth management, financial education, pension, Walter Harder
When an employee moves from one employer with a pension plan to a new employer with their own pension plan, pension adjustments can get confusing.
Posted in: Strategic Thinking , tax preparation, OAS, tax credits, knowledge bureau, Evelyn Jacks, tax filing, investment income, tax courses, CPP, employment deductions, tax education, tax software, online education, intermediate tax preparation, dependents
As the owner-manager of a thriving tax preparation, bookkeeping, accounting or financial services practice, your future success is dependent upon the knowledge and skills of your team, especially with technological advances. It's time to go beyond the basics and learn more about providing tax consultancy services. The newly updated Intermediate Personal Tax Preparation can help!
Posted in: Strategic Thinking , tax preparation, knowledge bureau, Evelyn Jacks, income tax estimator, tax calculator, Small Business, tax courses, entrepreneur, CRA penalties, online education, overdue taxes, late filing, proprietors, free tax calculator
The June 15 tax filing deadline for proprietorships is just around the corner. But, there’s another problem soon to befall delinquent taxpayers: the tax collector is coming if you haven’t paid up, and you can expect a “no excuses” approach.
Posted in: Strategic Thinking , Financial Literacy, knowledge bureau, Evelyn Jacks, retirement planning, Tax Reforms, tax courses, retirement income, CPP, wealth management, tax changes, income splitting, financial education, financial workshops, US tax, cross-border tax, healthcare costs
The transformation of the CPP, new income splitting rules for family business and more are changing the retirement planning game, and a new study shows that clients find the most value when their tax or financial advisors make retirement-related services a priority.
Posted in: Strategic Thinking , Financial Literacy, knowledge bureau, Canada Pension Plan, Evelyn Jacks, retirement planning, tax courses, retirement income, CPP, financial education, Walter Harder, online education, maximum CPP contributions, employer CPP contributions, CPP changes, retirement courses, Margaret Hodgson
Understanding CPP changes is something Canadians continue to struggle with. Here is some history, and key guidelines to share with your clients and guide you in leading them towards tax-efficient income planning decisions in 2018 and beyond.
Posted in: Strategic Thinking , CRA, knowledge bureau, Canada Revenue Agency, Evelyn Jacks, Small Business, Bookkeeping, tax courses, tax changes, financial education, tax software, tax reform, entrepreneur, Strategic Thinking, accounting courses, online education, small business statistics, department of labour, labour report, audit, payroll courses, income tax returrns
Small businesses in Canada are responsible for employing 8.2 million Canadians, which is 70.5 percent of the total labour force.1 Recent tax changes impacting small-business owners require broader, deeper tax knowledge for accurate, audit-proof returns. It’s time to brush up on audit-proof tax filing skills now in advance of the June 15 final filing deadline.