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LAST WEEK TO REGISTER:  CE Summits Dig Deep into Tax Reforms

Posted: November 07, 2017 By : Knowledge Bureau Staff
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.

Keeping Businesses in the Family Through Financial Planning

Posted: October 31, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , knowledge bureau, succession planning, Evelyn Jacks, Small Business, ce credits, tax course, tax preparation for proprietorships, income splitting, financial education, CE summits, business development, intergenerational issues, income sprinkling, family businesses, business builders, small business taxation, business succession, lifetime capital gains exemption, family debt management, year-end planning, tax workshops, Advising Family Businesses

Statistics show that only 30 per cent of businesses are transitioned to the next generation. However, we’re entering a time when family businesses are going to play a much more integral role in economic growth and development. Why is this, and what does that mean for advisors and tax professionals?

Last Day to Register for Corporate Tax Bootcamp

Posted: October 28, 2013
Posted in: Your Professional Development, Succession & Estate Planning, Tax Planning , corporate tax planning, corporate year-end planning

Earn up to 30 CE/CPD credits through blended-learning activities in our November Corporate Tax Bootcamp. Register today for your final opportunity to secure your spot.

Evelyn Jacks: It’s Year End Tax Planning Time

Posted: September 25, 2013
Posted in: Breaking News, Tax Planning , tax preparation, corporate year-end planning

It’s my favorite time of the year: with the beauty of fall comes the opportunity to arrange your affairs within the framework of the law to pay only the correct amount of taxes in 2013—no more.

Get In Shape for Tax Season: Corporate Tax & Year-End Planning Bootcamp

Posted: August 20, 2013
Posted in: Your Professional Development, Investment & Retirement, Succession & Estate Planning, Tax Planning , corporate tax planning, corporate year end planning

The Corporate Tax & Year-End Planning Bootcamp will help you provide the expertise your small-to-medium sized business owner clients seek for family wealth planning. Enrol by September 30 to ensure best pricing.

Corporate Tax & Year-End Planning Bootcamp

Posted: August 13, 2013
Posted in: Your Professional Development, Tax Planning , corporate tax planning, corporate year-end planning

The detailed agenda for the November 1-6 cross-Canada tour of our Corporate Tax & Year-End Planning Bootcamp is now available. Don’t miss this comprehensive one-day event which will teach you and your team to confidently prepare T2 returns and plan the integration of personal/corporate tax efficiencies. To join us, reserve your spot by September 30.