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!
With tax season largely behind us, energetic business builders in the tax and financial services industries will be interested in pursuing their next great revenue growth opportunity immediately: tax-efficient retirement income planning.
How strong are your economic fundamentals relating to critical issues coming down the pike for 2016 and 2017? Would you like to better understand how the outcome of the US election will affect the global and Canadian economies?
Knowledge Bureau would like to remind you of some key dates to mark in your calendar: Regional DAW Workshops - May 24 to 31. Early Registration ends May 15. Summer Studies Begin July 1 and DAC Nov 6 -9. Register by June 30.
Boomers are moving towards retirement, but many are not getting the planning services they need to manage their retirement income on a tax-efficient basis.
Application forms for the 2016 DAC Young Advisors Award are now being accepted from young advisors, their clients, employers or mentors and can be found on the Knowledge Bureau website at the Conference tab at www.knowledgebureau.com. The application process will close on May 31 and selection will be announced on June 15, 2016.
Over the past 12 years the Distinguished Advisor Conference (DAC) has set a high bar for leaders in the professional financial services by encouraging strategic thought in their provision of wealth management advice.
With tax season largely behind us, energetic business builders in the tax and financial services industries will be interested in pursuing their next great revenue growth opportunity immediately: tax-efficient retirement income planning.
How strong are your economic fundamentals relating to critical issues coming down the pike for 2016 and 2017? Would you like to better understand how the outcome of the US election will affect the global and Canadian economies?
Knowledge Bureau would like to remind you of some key dates to mark in your calendar: Regional DAW Workshops - May 24 to 31. Early Registration ends May 15. Summer Studies Begin July 1 and DAC Nov 6 -9. Register by June 30.
Boomers are moving towards retirement, but many are not getting the planning services they need to manage their retirement income on a tax-efficient basis.
Application forms for the 2016 DAC Young Advisors Award are now being accepted from young advisors, their clients, employers or mentors and can be found on the Knowledge Bureau website at the Conference tab at www.knowledgebureau.com. The application process will close on May 31 and selection will be announced on June 15, 2016.
Over the past 12 years the Distinguished Advisor Conference (DAC) has set a high bar for leaders in the professional financial services by encouraging strategic thought in their provision of wealth management advice.
