All items tagged with: tax preparer
Posted in: Strategic Thinking , Financial Literacy, Financial Advisor, self-employed, knowledge bureau, Evelyn Jacks, tax courses, master financial advisor, retirement income, bookkeeping courses, financial education, tax preparer, entrepreneur, tax careers, holistic wealth management, bookkeeping career, online, pre-retirees, work stress, health risks, Retirement services specialist, self-study
Demanding careers and workplace stress can lead to premature death in men with existing health issues, according to a new study, although women seem to fair better. It speaks to the need for financial advisors to sit down with their boomer clients and have a frank talk about how long to work if the couple is serious about living their dream retirement.
Posted in: Strategic Thinking , Financial Literacy, knowledge bureau, Evelyn Jacks, tax filing, financial education, tax preparers, CRA audits, Knowledge Journal, Dean Smith, tax audits, Federal Budget 2018, CRA service, audit-proof returns, Canadian taxpayer, T1 returns, financial skill development, CE credits for advisors, tax updates
Tax and financial advisors are in agreement—the Canada Revenue Agency’s audit practices are more aggressive than ever. Now that the deadline has passed for filing 2017 personal income tax, it’s already time to prepare your clients for success in the 2018 tax season. Knowledge Bureau offers the education and support you need to mitigate the tax-audit risks that could cost you and your clients, and maximize their benefits and deductions.
Posted in: Strategic Thinking , Financial Literacy, knowledge bureau, Evelyn Jacks, income tax, tax courses, financial advisors, tax advisors, financial education, tax preparers, tax benefits, CRA audits, online education, Parliamentary Budget Officer, child tax benefits, claiming eligible dependents, CRA service standaards, tax claims after separation, tax claims after divorce, CRA customer support File My Return
Have the CRA’s service standards improved? Reports from tax professionals and their clients show progress this tax season. However, in light of increased audit activity, diligence and thorough documentation remain necessary - as this story from the field demonstrates – or you risk major financial consequences.
Posted in: Strategic Thinking , tax preparation, Financial Literacy, tax credits, knowledge bureau, tax returns, tax education, financial education, tax software, tax preparer, online courses, tax refunds, online education, online campus, tax adivsor, Evelyn Jacks Essential Tax Facts
Are you comfortable with your level of tax knowledge? If not, you’re not alone; most Canadians admit that they don’t know enough, but still prepare their own taxes. Educate yourself this tax season to receive a larger refund, and arm yourself against time-consuming, expensive audits.
Posted in: Strategic Thinking , Financial Literacy, CRA, Financial Advisor, knowledge bureau, Canada Revenue Agency, tax returns, Evelyn Jacks, tax filing, Alan Rowell, tax courses, efile, tax preparer, tax refunds, online education, The Accounting Place
CRA started processing refunds later than in the past this year, on February 26. We asked Knowledge Bureau Report readers what they thought of that, given that refunds would now be delayed into March. The good news is that the CRA does seem to be abiding by the ten-business-day turnaround promised.
Posted in: Strategic Thinking , tax preparation, Alan Rowell, tax preparer, financial services jobs, tax accountant, The Accounting Place
The Accounting Place, located in Stoney Creek, Ontario, is looking to fill the position of Tax Accountant, and offering competitive rates. As a Knowledge Bureau Report subscriber, and member of our extended network, we wanted to bring this opportunity to your attention. Are you looking for a new job in a great industry or do you know someone who is? Check this out: