Tax Preparation for Proprietorships: A Growth Opportunity for Your Business

Unincorporated small business returns are increasingly in demand as an aging demographic moves from full-time employment to self-employment as a way to leverage time and money.

Distinguished Advisor Conference, Nov 5-8 in Kelowna: Financial Trivia Contest

Enter this month’s skill-testing financial trivia question to win a free registration to the DAC in Kelowna, where this year’s theme will be: CANADA 150: Financial Advice at the Crossroads of Change.

Tax Efficient Rip – The Key Is the Marriage of Two Precious Skills

To marry tax and financial planning competencies is a critical key to success for professionals working with Boomers.  They are interested not only in how to fund income requirements into their future, but also in continuing to accumulate savings while preserving, growing and transitioning wealth tax efficiently to the next generation.

Retirement, Estate and Cross-Border Planning After the Federal Budget

If you are working as a professional in the tax, bookkeeping or financial services, it is critical to know the upcoming federal budget changes and their effect on personal, corporate and cross border planning in 2017, 2018 and beyond.

Build Long Lasting Relationships with Clients Who Struggle with the Debt

According to an article in the Financial Post, for the first time, the level of debt held by Canadians has exceeded the country’s gross domestic product. For the advisor now taking on clients struggling with their debts, the new edition of the Debt and Cash Flow Management course is solution for expertly advising clients on managing debt today and in the future and minimizing the debts.

Differentiate with High Standards Of Service Excellence

THE MFA and DFA-Specialist Designations identify a select group of Wealth Advisors who have specialized skills within the tax and financial services industry. These programs, available exclusively through Knowledge Bureau and its strategic partners, lead to mastery in tax and bookkeeping services, business services and retirement and estate services under a platform of Real Wealth Management™.

DAC Nov 5-8 in Kelowna: Enter March Financial Trivia Contest

You can enter this month’s skill-testing financial trivia question to win a free registration to the DAC in Kelowna, where this year’s theme will be:  CANADA 150: Financial Advice at the Crossroads of Change.
 
 
Knowledge Bureau Poll Question

Do you agree with the 2017 Budget proposal to cancel the deferral of Work in Progress for accountants, doctors, lawyers and other professionals?

  • Yes
    30 votes
    23.62%
  • No
    97 votes
    76.38%