Mark Your Calendar: Critical Deadlines for May and June
Tax season never truly ends, it seems, as there are many more upcoming tax filing, investment planning and education milestones to discuss with your clients over the next six months. Check out our handy checklist below and then test yourself – what are the conversation openers you’ll use and with which clients? It’s your opportunity to shine with every member of the household:2019 Federal Budget: Take a Deeper Dive at the Spring CE Summits
With the federal budget release last week, it’s time to consider what these changes mean to you and your clients. CE Summits is offering a deep dive for professionals in four cities, featuring some of Canada’s leading tax and financial experts. The registration deadline is May 15.
DAC 2019 Media Partners: Investment Executive & Advisor’s Edge
Knowledge Bureau is pleased to announce that Investment Executive and Advisor’s Edge will be the media partners for the 2019 Distinguished Advisor Conference (DAC) November 10-13 in Puerto Vallarta, Mexico.
Budget Season 2019: A Provincial Round-Up
It’s 2019 Budget Season and there is lots of news. In Manitoba it was particularly good news on budget day on March 7, following B.C. on February 19. Meanwhile our two northern territories, the Northwest Territories and Yukon announced theirs on February 6 and March 7 respectively. What are the details? Read on! Then, don’t miss the Knowledge Bureau Special Federal March 19 Budget Report next week.
Charitable Sector Reform: CRA Lifts Suspension on Audits and Restriction on Political Activities
The nature of the charitable sector is changing in Canada. On March 7, 2019, the Minister of National Revenue issued four key recommendations for the administration of new rules relating to the political activities of charities. Some in the sector are rejoicing, but others are wondering about the long term impact of the changes.
Amplify Your Practice: New CE Learning Modules for Advisors
Sun Life and Knowledge Bureau are pleased to unveil Tax in Practice; a series of 10 new CE Modules for advisors who aspire to work with the lucrative small-to-medium business markets. Tax in Practice covers the most recent tax reform changes in order to provide advisors the opportunity to target the unique needs of family business clients by offering high-value advice.
Three Must-Dos to Prepare Savings for Retirement
It’s tax filing season but smart taxpayers will turn this into tax planning season, too. The key question for couples working with tax specialists: how do we maximize our retirement income potential? There are three specific goals to consider.
