All items tagged with: tax education
Posted in: Strategic Thinking , self-employed, knowledge bureau, tax returns, relationship management, Evelyn Jacks, income tax, retirement planning, distinguished advisor conference, financial advisors, wealth management, tax education, financial education, tax reform, entrepreneur, post-secondary education, CE summits, artificial intelligence, AI, industries, iron and ore, Malcolm McRae, tax planners, family wealth, intergenerational issues, job elimination, obsolete jobs, severance packages
From cell phones to airplanes, building and coins, ore is indispensable in modern life; but, like many other outputs, the work people do to bring it to market is being impacted by the A.I. Revolution. Similar disruptive changes affect the advice tax and financial advisors give their clients.
Posted in: Breaking News, Economic News, Strategic Thinking , Federal Government, taxation, knowledge bureau, Evelyn Jacks, income tax, tax services specialist, distinguished financial advisor, tax education, financial education, tax preparer, Introduction to Personal Tax Preparation, tax reform, post-secondary education, financial services jobs, Canadian income tax, tax Canada, history of tax, history of income tax, Tax Acts, Income Tax Acts, tax preparer course, tax preparer certification, tax career, tax jobs
The 100th anniversary of personal income tax is coming up on September 20! On that day in 1917, The Income War Tax Act received Royal Assent, heralding in the first personal income taxes in Canada. Perhaps it’s high time you tackled the challenge and mastered the tax return and all it’s nuances? It’s an investment that could really pay off for you.
Posted in: Strategic Thinking , DAC, knowledge bureau, income tax, distinguished advisor conference, tax education, financial education, financial conference, Kelowna, Holden Accounting & Tax Services
Karen Stokowski, a tax professional in Holden, Alta., has this to say about the Distinguished Advisor Conference
Posted in: Strategic Thinking , Tax Planning, CRA, Financial Advisor, knowledge bureau, Canada Revenue Agency, Evelyn Jacks, income tax, tax advisor, tax deductions, tax preparation for proprietorships, tax education, tax preparer, entrepreneur, self-employment, side gig, taxpayer, proprietorships, sole proprietor, self-employed income, business ownership, extra income
About 32 per cent of workers are starting their own businesses on the side for a variety of reasons — including 25 per cent of those who earn more than $75,000 and 19 per cent of those with income over $100,000. For tax purposes, it’s critical to know the difference between someone who is employed and someone who is considered self-employed.
Posted in: Strategic Thinking , seniors, tax credits, knowledge bureau, Canada Pension Plan, Evelyn Jacks, guaranteed income supplement, Canadian economy, pensionable earnings, CPP, tax changes, tax education, tax preparers, retirement benefits, Old Age Security benefits, pension, low-income benefits, tax resources
Upcoming changes to the Canada Pension Plan are intended to boost retirement incomes, but for many the opposite will be true, a recent report from Canada’s Chief Actuary finds.
Posted in: Strategic Thinking , education, knowledge bureau, Evelyn Jacks, tax education, post-secondary education, learning, leadership education
“Anything that you learn becomes your wealth, a wealth that cannot be taken away from you; whether you learn it in a building called school or in the school of life. To learn something new is a timeless pleasure and a valuable treasure.” —C. JoyBell C.