Tax and financial advisors in Canada have been sharing their thoughts on CRA’s new SimpleFile system, and their opinions are strong. We asked if they thought the newly revamped automated tax system will help more Canadians access tax benefits and comply with the tax system. 92% said no – why? Check it out below!
Be sure to make room on your calendar to join us this fall in Kelowna, November 5-8, for the absolute best educational experience of the year, packed with cutting-edge programs.
The financial industry is truly at a crossroads of change. We feel pressure from disrupting forces like fintech and advisor-bots. Our clients need us more than ever, but they have concerns about our professionalism following the financial crisis of 2008. And we put pressure on ourselves to stay competitive and knowledgeable. But these are the kinds of challenges that we as entrepreneurs live for. They’re what make us survivors.
We hope that you’ve been enjoying the summer while you’ve been working away on your next designation, diploma or certificate. It’s our turn now to take a short break and get out into the sun!
Now that the rush of tax season is over, how did your clients do? Were they faced with a big tax bill or did they receive a refund? Perhaps they feel as if they’ve had a less than stellar fiscal year, but they shouldn’t feel discouraged. As you know, mid-year is a great time to review financial goals and to make necessary changes now to ensure a better outcome next year.
This year’s Distinguished Advisor Conference marks the fourteenth year of DAC. It’s become a great tradition in the world of financial education, and there has never been a better time than now to attend. At this year’s conference in Kelowna, B.C., our speakers will be presenting information and solutions that are relevant to today’s issues.
Here’s a true-to-life case study: Let’s suppose that you, as a bookkeeping services professional, have a client named George, who is the owner-manager of a family-run restaurant. Working with George is his wife, brother, sister-in-law, a couple cousins and his teenaged daughter. While the business is going well, his marriage isn’t.
Be sure to make room on your calendar to join us this fall in Kelowna, November 5-8, for the absolute best educational experience of the year, packed with cutting-edge programs.
The financial industry is truly at a crossroads of change. We feel pressure from disrupting forces like fintech and advisor-bots. Our clients need us more than ever, but they have concerns about our professionalism following the financial crisis of 2008. And we put pressure on ourselves to stay competitive and knowledgeable. But these are the kinds of challenges that we as entrepreneurs live for. They’re what make us survivors.
We hope that you’ve been enjoying the summer while you’ve been working away on your next designation, diploma or certificate. It’s our turn now to take a short break and get out into the sun!
Now that the rush of tax season is over, how did your clients do? Were they faced with a big tax bill or did they receive a refund? Perhaps they feel as if they’ve had a less than stellar fiscal year, but they shouldn’t feel discouraged. As you know, mid-year is a great time to review financial goals and to make necessary changes now to ensure a better outcome next year.
This year’s Distinguished Advisor Conference marks the fourteenth year of DAC. It’s become a great tradition in the world of financial education, and there has never been a better time than now to attend. At this year’s conference in Kelowna, B.C., our speakers will be presenting information and solutions that are relevant to today’s issues.
Here’s a true-to-life case study: Let’s suppose that you, as a bookkeeping services professional, have a client named George, who is the owner-manager of a family-run restaurant. Working with George is his wife, brother, sister-in-law, a couple cousins and his teenaged daughter. While the business is going well, his marriage isn’t.
