All items tagged with: tax preparation
Posted in: Strategic Thinking , tax preparation, Evelyn Jacks, tax tips, tax advisor, Canadian Armed Forces, tax relief, tax credit, tax deduction, CAF, tax creits for Armed Forces, Canadian Veterans, Canadian military
Members of the Canadian Armed Forces (CAF) received $85 Million in extra tax relief in the 2017 tax year, but some may have missed the opportunity when filing. As part of year-end tax planning communications, professionals working with CAF clients may wish to revisit any recent claims for the deductions available to police and Canadian Forces personnel.
Posted in: Strategic Thinking , tax preparation, Financial Literacy, distinguished financial advisor, financial education, holistic advice, Graduates in the news, holistic financial planning, designates, Troy Harrison
Troy Harrison of Winnipeg, shares why investing in education as an advisor, isn’t just about career advancement. Education also helps advisors forge trust with clients. His focus now is to cultivate and nurture his client relationships and inspire other advisors to do the same.
Posted in: Strategic Thinking , tax preparation, Financial Planning, knowledge bureau, Evelyn Jacks, tax services specialist, tax advisor, tax efficiency, DFA, holistic advice, holistic financial planning, tax advice
There is a very bright future for the tax preparer who makes a great decision to become the Tax Services Specialist of the future. But, to offer the best advice in that regard, tax specialists must have more than precise technical skills.
Posted in: Strategic Thinking , tax preparation, tax credits, Evelyn Jacks, tax services specialist, tax filing, tax deductions, CE summits, immigration, Canadian immigration, newcomers to canada, emigration, part-year residency
With Canada’s complex tax system, tax and financial advisors who exercise additional diligence to ensure immigrants and emigrants remain tax compliant can offer valuable advice. What tax deductions, credits and filing requirements should you make sure they don’t miss?
Posted in: Strategic Thinking , tax preparation, Financial Literacy, bookkeeping course, distinguished financial advisor, financial education, DFA, bookkeeping services specialist, Graduates in the news, Nancy Folliott, Knowledge Bureau graduates, Connie Zhu
"When it comes to education, we are all looking for something different. Knowledge Bureau offers that variety”, states Connie Zhu, of Richmond, BC.
Posted in: Strategic Thinking , tax preparation, Real Wealth Management, CRA, knowledge bureau, Canada Revenue Agency, Evelyn Jacks, Tax Specialist, tax compliance, holistic wealth management, holistic tax planning, financial analysis
Tax specialists add tremendous value over and above the role of a traditional tax preparer. Rather than just calculating and filing the annual return, they offer holistic tax planning advice to reduce a family’s overall tax liability over the long run. They certainly use their knowledge, experience and skills to maximize refundable and non-refundable tax credits in the short term; but their long-term role is deeper and broader.