November 2025 Poll
Do you believe the November 4 Federal Budget addressed the key financial issues your clients need to see from their Finance Department and the CRA?Ten Disruptors Coming: Advisors’ Roles Must Change
The wealth management business of the past several years has been highlighted by great growth and profitable customers. According to new research from the US1, that’s about to change with 10 key disruptors on the horizon.
Life Purpose
“One small crack does not mean that you are broken, it means that you were put to the test and you didn’t fall apart” - Linda Poindexter.
Director’s Liability and Non-Arm’s Length Transfers Featured at Vancouver and Toronto DAW
The Income Tax Act and the Excise Tax Act allow the Canada Revenue Agency (CRA) to transfer the tax liability of a taxpayer onto third parties. There is a very distinct role for the tax and financial advisor in assisting their clients with this issue. This and more will be discussed at the upcoming Distinguished Advisor Workshop (DAW), with featured guest speakers in Vancouver Jan. 22 and Toronto Jan. 25.
Start the Tax Season With T1 Professional Tax Preparation - Basic
From a tax and financial planner’s point of view, it is critical to know the mechanics of tax preparation as a prerequisite to tax-efficient financial planning. If you don’t know tax, you’re missing double digit returns in your plans for real wealth management with your clients.
Future Practices: End-to-End Online
Knowledge Bureau is pleased to announce that Intuit will join the January Personal Tax Update Workshop tour as a national sponsor. The topic of Scott Zandbergen’s keynote is End-to-End Online Practice Management: Your Firm of the Future. Scott will explain the remarkable changes happening in the tax accounting industry and what’s coming to integrate bookkeeping and taxation details.
Wealth Quotes
Wealth Quotes from Family Tax Essentials.
