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:

When it comes to tax preparation, it’s important to clearly understand the definition of employed vs. self-employed.

Knowledge Bureau is seeking to fill the position of Inbound Sales Coordinator/ Reception. For more information visit our Careers page.

At Knowledge Bureau, we hope you’ll support our efforts to “go green”. Consider registering for your fall and winter courses online. It’s convenient, easy and we’ll give you an Online Tuition Reduction for doing so!

Plan your "school-year" with our 2013-2014 course catalogue. Download your free copy today!

CJOB's Stephanie Staples sat down recently with Evelyn Jacks to discuss how you can keep more money in your pockets now—sensibly, easily, and painlessly.

To be seen as a leader in your field, be seen at the 10th annual Distinguished Advisor Conference, November 10-13. Our media sponsor, Investment Executive will be onsite reporting from the event and Knowledge Bureau will be tweeting, but you really need to be there in person to experience this extravaganza!