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!
From a tax and financial planner’s point of view, it is critical to know the mechanics of tax preparation as a prerequisite to tax-efficient financial planning. If you don’t know tax, you’re missing double digit returns in your plans for real wealth management with your clients.
Now available ebook or hard copy.
"Evelyn Jacks shows Canadian families how to use tax planning to save thousands over the years through family income splitting and asset accumulation. This book is a must-read if you want to build wealth and achieve your financial goals." Gordon Pape, bestselling author of Tax Free Savings Accounts.
Differentiate yourself as an MFA-Succession and Estate Planning Specialist in your community. The first certificate course in the program, provides students with a solid understanding of the fundamentals of succession planning and how to become a more valuable resource to your clients in assisting them with their business succession planning needs.
It’s official: The Distinguished Advisor Conference (DAC) will be held November 6-9, 2016 in San Diego, and Knowledge Bureau’s Annual January Personal Tax Bootcamp is set to begin January 20 to 25, 2016 across Canada. Registrants are urged to reserve their spots early and take advantage of early bird tuition reductions until December 15, 2015.
From a tax and financial planner’s point of view, it is critical to know the mechanics of tax preparation as a prerequisite to tax-efficient financial planning. If you don’t know tax, you’re missing double digit returns in your plans for real wealth management with your clients.
Now available ebook or hard copy.
"Evelyn Jacks shows Canadian families how to use tax planning to save thousands over the years through family income splitting and asset accumulation. This book is a must-read if you want to build wealth and achieve your financial goals." Gordon Pape, bestselling author of Tax Free Savings Accounts.
With 2015 almost behind us, the time is now to start planning your educational calendar for 2016.
Differentiate yourself as an MFA-Succession and Estate Planning Specialist in your community. The first certificate course in the program, provides students with a solid understanding of the fundamentals of succession planning and how to become a more valuable resource to your clients in assisting them with their business succession planning needs.
It’s official: The Distinguished Advisor Conference (DAC) will be held November 6-9, 2016 in San Diego, and Knowledge Bureau’s Annual January Personal Tax Bootcamp is set to begin January 20 to 25, 2016 across Canada. Registrants are urged to reserve their spots early and take advantage of early bird tuition reductions until December 15, 2015.
Attendees of the 2015 Distinguished Advisor Conference will have the opportunity to claim up to 15 CE credit hours from the following regulators:
