All items tagged with: tax reform
Posted in: Strategic Thinking, Current Issue , Venture Capital, Financial Literacy, Financial Advisor, knowledge bureau, Evelyn Jacks, distinguished advisor conference, tax courses, Canadian economy, tax education, Canadian business, CE summits, US tax, Trump, IRS, cross-border tax, US tax reform, self-study, repatriation tax, Canadians in the US, Canadians abroad, Tax Cuts and Jobs Act, shareholders in foreighn corporations, Cross boarder Taxation course
Donald Trump’s U.S. tax reforms are having a significant spillover effect north of the border, as many individuals with private businesses in Canada are facing an enormous tax bills in the U.S. If your client base includes any corporation in which a U.S. shareholder controls at least 10 percent of the voting rights or value, you need to know the details of this punitive measure.
Posted in: Strategic Thinking , Financial Literacy, knowledge bureau, Evelyn Jacks, retirement planning, Tax Reforms, tax courses, retirement income, CPP, wealth management, tax changes, income splitting, financial education, financial workshops, US tax, cross-border tax, healthcare costs
The transformation of the CPP, new income splitting rules for family business and more are changing the retirement planning game, and a new study shows that clients find the most value when their tax or financial advisors make retirement-related services a priority.
Posted in: Strategic Thinking , tax preparation, CRA, tax credits, knowledge bureau, Evelyn Jacks, tax course, tax reform, Morneau, income tax filing, personal income tax, online education, 2018 Budget, preparing tax returns
Now that it’s May, a whole new tax season – 2018 - has begun! It’s prime time to “spring into studies” and enhance your career with knowledge and skills in personal tax consultancy. Why? Artificial intelligence and software solutions can’t replace the true value of specialized advice.
Posted in: Strategic Thinking , CRA, knowledge bureau, Canada Revenue Agency, Evelyn Jacks, Small Business, Bookkeeping, tax courses, tax changes, financial education, tax software, tax reform, entrepreneur, Strategic Thinking, accounting courses, online education, small business statistics, department of labour, labour report, audit, payroll courses, income tax returrns
Small businesses in Canada are responsible for employing 8.2 million Canadians, which is 70.5 percent of the total labour force.1 Recent tax changes impacting small-business owners require broader, deeper tax knowledge for accurate, audit-proof returns. It’s time to brush up on audit-proof tax filing skills now in advance of the June 15 final filing deadline.
Posted in: Strategic Thinking , Human Resources, hst, knowledge bureau, succession planning, Evelyn Jacks, tax courses, financial education, business expenses, online curriculum, T1 proprietorships, tax for small business, partnership, taxable gains, tax reforms to small business
The June 15 tax filing deadline for unincorporated businesses is coming up soon. The “gig” economy is a vibrant, growing market - especially for millennials - but many have trouble connecting with credentialed professionals to provide them with sound tax filing and planning advice. Now there is a win-win solution.
Posted in: Strategic Thinking , Financial Literacy, President - Knowledge Bureau, Evelyn Jacks, evergreen explanatory notes, ce credits, snowbirds, tax education, financial education, financial workshops, Knowledge Journal, Dean Smith, Trump, NAFTA, Canadian Competitiveness, cross-border tax, US tax reform, foreign income, taxpayers abroad, C. Russell Vert, free course trials
Is it still a good idea for snowbirds to own property in the U.S.? Do you have clients who have children studying in the States or a son or daughter marrying a U.S. citizen? How will Canadian small business tax reforms co-mingle with the most significant U. S. tax reform since 1986?