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?Working The Room Works. . .And It Takes More Than Just A Firm Handshake
Look for Catherine Bell under the big sombrero. The featured guest speaker at this year’s Distinguished Advisor Conference (DAC) and author of the bestselling book, Empower Your Presence, is an expert on workplace protocol, etiquette, and professional image management, who understands the complexities of doing business in today’s competitive marketplace.
Academic Calendar For Tax And Financial Advisors
What are your plans for the rest of the year? Don’t know? Well, Knowledge Bureau has set dates for our fall and winter workshops as well as summer and fall online training dates.
Reminder: Some Clients Will Win UCCB Lottery July 20
If you have not already done so, this is an excellent time to contact your clients who are eligible for the Universal Child Care Benefit (UCCB) to let them know about the increase in the benefit made effective in the April 21 federal budget, as well as the lump sum that may be coming their way on July 20, 2015.
T1 Course Uses “Thought Provoking Scenarios”
When it comes to enhancing and updating your skills, there is never a downside to a refresher. That’s what Diane Elliott, who is four courses into her Distinguished Financial Advisor (DFA) – Tax Services Specialist, strongly believes.
Assisting Exit-Ready Businesses
More than one million small businesses in Canada contribute somewhere between 25% and 41% to Canada’s GDP. These small enterprises also account for almost 78% of all private jobs created in Canada and about 70% of the total labor force1. This market is a sweet spot for advisors in the tax and financial services industry who are ready to provide education on recent tax changes and new planning opportunities.
Removal of Executor - Estate of Forbes McTavish Campbell
Sometimes executors fail to execute the duties of their positions with sufficient attention or integrity. In Estate of Forbes McTavish Campbell, the BC Supreme Court removed one of three executors in a rare exercise of that power. The executor was also required to pay special costs of the proceeding- a higher amount of costs reserved for parties who act especially reprehensively.
