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All items tagged with: taxation

U.S. Repatriation Tax Is Hitting Canadians Hard: Are Your Clients Affected?

Posted: June 19, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , 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.

DAC 2018: Dr. Jack Mintz to Address Canada’s Competitiveness

Posted: June 12, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , DAC, knowledge bureau, Evelyn Jacks, Small Business, distinguished advisor conference, wealth management, cross border taxation, CE summits, business taxation, NAFTA, Dr. Jack Mointz, Canada's competitiveness, cross border trade, global portfolio management, working abroad

After decades of calm, the issue of competitiveness is front and centre for Canada. To address the best interests of your clients, your deeper knowledge about the emerging North American tax and trade reforms will serve you well, and there is no better person to help you interpret the changes than DAC Keynote speaker, celebrated tax expert and economist Dr. Jack Mintz.

U.S. Tax Reform: What’s the Impact on Canadian Taxpayers?

Posted: April 24, 2018
Posted in: Strategic Thinking , Financial Literacy, knowledge bureau, Evelyn Jacks, Tax Reforms, tax courses, distinguished financial advisor, Canadian economy, tax education, cross border taxation, entrepreneur, CE summits, Strategic Thinking, Morneau, current issue, budget 2018, online campus, Canadian Competitiveness, US Tax Reforms, Trump small Business, foreign operated business

A new study shows that leaders in the accounting field are feeling uncertain about the future of Canada’s economy and the recent U.S. tax reforms that are cited amongst the major contributing factors. At this year’s CE Summits, one of Canada’s most prolific cross-border tax experts will address the core tax issues that affect Canadian taxpayers and how tax and financial advisors can tackle them.

Canada’s Competitiveness: Managing Cross-Border Taxation

Posted: April 16, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , Financial Literacy, knowledge bureau, Evelyn Jacks, Tax Reforms, tax courses, distinguished financial advisor, Canadian economy, tax education, cross border taxation, entrepreneur, CE summits, Morneau, budget 2018, online campus, Canadian Competitiveness, US Tax Reforms, Trump small Business, foreign operated business

Canada’s workplace is changing and not just on our vast, thawing land. Home-based workers are able to earn their living around the globe, and despite uncertainty, the benefits offered by recent U.S. tax reforms are attractive to Canadian businesses and professionals seeking more competitive environments. For these reasons, May 15 is an important date.

Dr. Michael Graham: On Budget 2018 and Cross Border Taxation

Posted: March 27, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking, Distinguished Mastery , Financial Literacy, knowledge bureau, Evelyn Jacks, federal budget, tax courses, Canadian economy, tax education, financial education, Dr. Michael Graham, CE summits, Liberal government, Morneau, financial workshops, online education, cross-border taxation, US tax, budget 2018, online campus, US President, Trump, trade, tariff, NAFTA, Michael Graham Investment services

What did Budget 2018 cover that tax and financial advisors need to know now? What did it fail to address? Dr. Michael Graham weighs in on what we might anticipate in cross-border trade, U.S. tax reforms, the implications of Budget 2018 on small businesses in Canada.

Dr. Michael Graham: Wisdoms from the Street

Posted: March 13, 2018
Posted in: Strategic Thinking , Financial Literacy, knowledge bureau, Evelyn Jacks, federal budget, tax courses, finance minister, tax education, finance canada, financial education, Canadian small business, stock market, 2018 Federal Budget, Moreneau, online education, online campus, US taxation, US tax cuts, Dr Michael Graham

Guest columnist Dr. Michael Graham, two-time guest lecturer at Knowledge Bureau’s Distinguished Advisor Conference, muses about the economic and political volatility of the day and what Canadian investors can expect as March gathers steam, post-federal budget.  Early registration for this year’s outstanding 15th Anniversary DAC is March 15 – RSVP now.