All items tagged with: tax professionals
Posted in: Strategic Thinking, Current Issue , DAC, knowledge bureau, Evelyn Jacks, distinguished advisor conference, tax courses, ce credits, master financial advisor, distinguished financial advisor, financial education, tax preparers, tax professionals, Manulife, financial conferences, Franklin Templeton Investments, AGF, advisors
Last week, the 14th Distinguished Advisor Conference (DAC) took place in beautiful Kelowna. Please help us thank and acknowledge the incredible sponsors that helped bring this event to fruition, and the many Knowledge Bureau graduates who have offered their ongoing support - check out all the incredible speakers, networking and fun in the photo gallery!
Posted in: Strategic Thinking , Financial Planning, DAC, knowledge bureau, relationship management, Evelyn Jacks, distinguished advisor conference, financial advisors, wealth management, financial education, tax professionals, innovative thinking, Millennials, leadership, financial conferences, Canadian conferences, Leapreneur, Jan Bartscht, Jessica Macias, robo-advisor, investors
In one of the most talked-about and ground-breaking sessions at this year’s Distinguished Advisor Conference, futurist Jan Bartscht, brought a stark message to the approximately 200 delegates in attendance: you must innovate or die in a stark business reality: 40 per cent of major companies will not survive the digital disruptions of the next five years.
Posted in: Strategic Thinking , Tax, Financial Planning, CRA, knowledge bureau, Evelyn Jacks, tax courses, financial advisors, ce credits, financial education, tax preparers, tax professionals, small business taxation, year-end planning, financial workshops
The consultations for the 2018 federal budget are officially underway today; yet advisors working with small business owners are yet to decipher the difficult proposals for private corporations to advise on appropriate actions before the end of the year. Don’t miss the opportunity to expand your knowledge with top experts at the CE Summits, visiting four Canadian cities from November 21 to 28, 2017.
Posted in: Strategic Thinking , DAC, knowledge bureau, Evelyn Jacks, distinguished advisor conference, financial advisors, ce credits, financial education, tax professionals, fake news, value proposition, Kirk LaPointe, financial planners
Trust. Fake news. Instability. These small words that carry a big punch because they’re emblematic of a new world order and the shifting sands of change. However, during DAC’s first day of presentations, journalist, politician and business leader Kirk LaPointe spoke about how “invested clients” can actually help you beat the disruption that trust failures provide.
Posted in: Strategic Thinking , Debt Management, Financial Advisor, knowledge bureau, interest rates, Evelyn Jacks, mortgage, tax courses, Canadian economy, wealth management, tax education, tax professionals, CE summits, consumer debt, credit card debt, debt in Canada, debt management courses
The average Canadian with debt could have to pay an additional $130 per month for debt repayment, as interest rates are anticipated to rise over the next year. Advisors can help clients adjust to these changes – but what is the best strategy?
Posted in: Strategic Thinking , knowledge bureau, Evelyn Jacks, Small Business, Canadian tax policy, finance minister, finance canada, tax professionals, CE Summit, Morneau, income tax reform, income tax proposals, income sprinkling, Coalition for Small Business Tax Fairness, CFIB, tax practitioners, passive investment