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:Must-Have Financial Education for a New Generation
A perfect grad gift, The Smart, Savvy Young Consumer is about launching a financial life with the knowledge and skills to make responsible decisions. Give your clients and the new graduates in your life the gift of knowledge: Buy 3, Get 1 Free! Use PromoCode: KBRSPECIAL.
Advise Your Clients on Business Valuation Issues
Earn your certification in Business Valuation for Advisors and become a valuable resource to your clients when considering business valuation issues. Understand the notion of value, company specific and market based approaches for estimating value, the key stages of the business transaction process, value and investment transactions, and the implications of financial performance on value.
DAC 2013 Distinguished Speaker: Richard Croft
Meet the top-class speakers Knowledge Bureau has gathered for our upcoming Distinguished Advisor Conference, November 10-13, 2013 in Ojai, California.
When Should You Transfer Your Assets?
Using our Tax-Efficient Assets Transfer Calculator, you'll understand the Adjusted Cost Base on disposition of assets and will be in a better position to determine when—at lifetime or death—to do so, and to whom. Try all Knowledge Bureau Calculators risk-free, today!
Ontario Budget Tinkers; Holds the Line on Taxes
The May 2, 2013 Ontario budget held the line on taxes but made some interesting changes that will directly affect Ontario taxpayers, especially those who count on tax credits to supplement income, and will reduce health taxes for small businesses as well, but this will be at the expense of larger businesses.
CRA Condo Audit Begins
Tax Audit Season is upon us and with it a warning for those who sold condominiums in 2012: The Canada Revenue Agency (CRA) is conducting an audit of condominium sales to check for non-compliance with the Income Tax Act (the Act).
