As Canada transitions into a new economic era under the new government's evolving tax policies, financial professionals face unprecedented challenges and opportunities. To navigate this shifting landscape, staying informed isn’t just beneficial—it’s essential. That's why CE Summits – Advisory Diploma is a must-attend professional program for tax advisors, financial planners, and professionals dedicated to delivering exceptional value to their clients amongst complexity. These sessions are led by expert faculty Evelyn Jacks, Doug Nelson, Carol Willes and Ruth Horst on May 21 – register by the May 15 early-bird deadline!
Evelyn Jacks, President of Knowledge Bureau, is delighted to announce the headliners who will grace the prestigious stage at the Distinguished Advisor Conference (DAC), November 12 to 14 at the spectacular Banff Springs Hotel. This includes the outstanding MCs - two New Advisor of the Year Award winners – and a powerhouse of tax, investment, insurance, retirement and estate luminaries over the two day event.
What matters is what you keep. There is no doubt your clients are interested in knowing how to inflation-proof and recession-proof their wealth and navigate successfully through emerging risks from the CRA. To accomplish the former, advisors must have broader knowledge in tax on upcoming tax changes and how astute investment planning in a very new economic environment can help clients maximize after-tax income and reduce capital erosion. This year, real estate tax changes are in focus.
Most donors with higher net worth portfolios know that donating appreciated publicly traded securities, and other financial instruments such as mutual funds, segregated funds, and exchange traded funds, is a great way to amplify giving potential with tax savings. It’s a triple win: a leveraged opportunity to support community causes and a great tax and estate planning opportunity for the taxpayer and their survivors. But there are tax clouds on the horizon. Wealth managers, and in particular RWM™ (Real Wealth Manager) and MFA-P™ Designates are well positioned to help assemble a multi-stakeholder solution, but need to take action now.
Fifteen outstanding organizations have come together to support the 20th Annual Distinguished Advisor Conference November 12-14 at the beautiful Banff Springs Hotel. You don’t want to miss hearing from the thought leaders representing these fine organizations with mission critical topics to the theme: Imagine – Break Free to Transformative Change.
Benjamin Franklin, who helped draft the American Declaration of Independence on July 4, 1776, also had a knack for memorable sayings. “There is nothing certain but death and taxes” is likely the best known. But another notable favorite is “An investment in knowledge pays the best interest.” It serves as a gentle reminder that you can jump start your “back to school” activities right here at Knowledge Bureau. Check out our new courses and educational calendar all leading down the pathway to Specialized Credentials and Continuing Education Credits. You can register now, start today and study from anywhere with convenience online training options, plus earn close to $800 of bonus savings when you register in a designation program:
“Renewal is the principle—and the process—that empowers us to move on an upward spiral of growth and change, of continuous improvement.” This powerful quote from Dr. Stephen R. Covey speaks volumes: everyone needs to take a break. We are too at Knowledge bureau Report – we’ll be back with breaking tax, investment and practice management news for professionals and their clients on August 2. In the meantime, if you’re itching for some great educational reading, check out these great learning options from our CE Savvy Micro Course Collections.
Does the new government’s promise, expected soon, to cut the lowest personal income tax rate by 1% to 14%, go far enough to help Canadians impacted by high costs? What are alternatives in your view?
Evelyn Jacks, President of Knowledge Bureau, is delighted to announce the headliners who will grace the prestigious stage at the Distinguished Advisor Conference (DAC), November 12 to 14 at the spectacular Banff Springs Hotel. This includes the outstanding MCs - two New Advisor of the Year Award winners – and a powerhouse of tax, investment, insurance, retirement and estate luminaries over the two day event.
What matters is what you keep. There is no doubt your clients are interested in knowing how to inflation-proof and recession-proof their wealth and navigate successfully through emerging risks from the CRA. To accomplish the former, advisors must have broader knowledge in tax on upcoming tax changes and how astute investment planning in a very new economic environment can help clients maximize after-tax income and reduce capital erosion. This year, real estate tax changes are in focus.
Most donors with higher net worth portfolios know that donating appreciated publicly traded securities, and other financial instruments such as mutual funds, segregated funds, and exchange traded funds, is a great way to amplify giving potential with tax savings. It’s a triple win: a leveraged opportunity to support community causes and a great tax and estate planning opportunity for the taxpayer and their survivors. But there are tax clouds on the horizon. Wealth managers, and in particular RWM™ (Real Wealth Manager) and MFA-P™ Designates are well positioned to help assemble a multi-stakeholder solution, but need to take action now.
Benjamin Franklin, who helped draft the American Declaration of Independence on July 4, 1776, also had a knack for memorable sayings. “There is nothing certain but death and taxes” is likely the best known. But another notable favorite is “An investment in knowledge pays the best interest.” It serves as a gentle reminder that you can jump start your “back to school” activities right here at Knowledge Bureau. Check out our new courses and educational calendar all leading down the pathway to Specialized Credentials and Continuing Education Credits. You can register now, start today and study from anywhere with convenience online training options, plus earn close to $800 of bonus savings when you register in a designation program:
“Renewal is the principle—and the process—that empowers us to move on an upward spiral of growth and change, of continuous improvement.” This powerful quote from Dr. Stephen R. Covey speaks volumes: everyone needs to take a break. We are too at Knowledge bureau Report – we’ll be back with breaking tax, investment and practice management news for professionals and their clients on August 2. In the meantime, if you’re itching for some great educational reading, check out these great learning options from our CE Savvy Micro Course Collections.
