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All items tagged with: tax preparation

Tax Pros Endorse Paper-Filing Tax Returns

Posted: February 05, 2019
Posted in: Strategic Thinking , tax preparation, tax returns, poll results, income tax act, efiling, Netfile, paper-filing

Between February 12, 2018 and January 6, 2019, only 13.1% of all tax returns (totaling 3.9 million) were paper-filed. With the vast majority of Canadians now filing electronically, we asked Knowledge Bureau Report readers whether paper-filing should be continued. A resounding 89% of respondents said “yes.”  Here’s why:

Last Chance to Enroll: Advanced Tax Update Workshops Features Canada’s Top Tax Experts

Posted: January 15, 2019
Posted in: Strategic Thinking , tax preparation, tax credits, tax courses, ce credits, tax workshop, electronic tax filing, CE summits, personal income tax, advanced personal tax update, Income Tax Courses, 2019 tax

Shake out the cobwebs and sharpen your tax knowledge with Canada’s most popular advanced tax update featuring a detailed line-by-line approach to the new 2018 forms and schedules from the CRA. The national tour featuring keynote speaker Evelyn Jacks and an outstanding faculty of experienced instructors starts Thursday January 17 in Winnipeg; then arrives Monday the 21 in Toronto ; Ottawa on the 22, Calgary on the 23, Edmonton on the 24 and Vancouver on the 25th.  Don’t miss out - there are only a few spots left so call or enroll online today.

Do No Harm: Advisors Need to Know Corporate Tax Planning for 2019

Posted: January 15, 2019
Posted in: Strategic Thinking , tax preparation, Small Business, tax filing, tax forms, entrepreneur, business tax, passive investment income, TOSI, Tax on Split Income, tax education for business owners

A newly updated certificate tax course focused on the dramatic changes to tax planning for corporate owner-managers is launching today. It’s so important that its updater, Dr. Dean Smith of Cadesky Tax says that advisors who do not understand these rules may very well cause harm to their clients. Here’s why:

Grads in the News: Iqbal Sidhu, DFA – Tax Services Specialist

Posted: January 15, 2019
Posted in: Strategic Thinking , tax preparation, tax filing, distinguished financial advisor, grads in the news, Graduates, DFA - Tax Services Specialist

As a newcomer to Canada, Iqbal Sidhu shares how his Knowledge Bureau education helped him transition into a new career path in professional tax filing as a result of his successful pursuit of the DFA – Tax Services Specialist designation:

Educate Your Clients: Six Essential Tax Tips for 2019

Posted: December 11, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking , tax preparation, Financial Literacy, Evelyn Jacks, Essential Tax Facts, tax tips, tax filing, financial education, tips for taxpayers

Share the gift of education with your clients this holiday season! By discussing the six essential tax tips your clients need to know for 2019 and beyond, you can help Canadians become more informed on the tax-efficient decisions that will improve their financial health in the new year.

RSVP Now: January Advanced Tax Update

Posted: November 27, 2018
Posted in: Strategic Thinking , Personal Tax, corporate tax, t1 tax preparation, tax changes, income splitting, CE summits, Morneau, Fall Economic Statement, tax workshops, advanced personal tax update, T1 tax returns, Climate Action Incentive Payment, Finance Minster, Tax on Split Income rules

It’s time to shake out the cobwebs and get ready for tax season. If you are a tax or financial services professional you won’t want to miss this advanced personal tax update: join us in six cities January 17 – 25, 2019.