The Lucrative Disability Tax Credit

Did you know that the Disability Tax Credit is not only lucrative when it is claimed on the tax return, but it is required to enable fifteen other provisions on the return. There is so much money left on the table when this provision is missed. Here are the additional provisions, and why working with a DMA™ Personal Tax Services Specialist is so important. In fact, it’s not too late to get this credential yourself before the start of the tax season.   

Why Knowledge Bureau?

It’s a question we are often asked and we are proud to tell you why Knowledge Bureau may provide the perfect career, training or entrepreneurial solution you or your firm may need at this moment. Knowledge Bureau is a certified, national post-secondary educational institute which provides world class business education and continuing professional development to advisors in the tax, accounting and financial services and vocational training  to those who wish to enter these industries.

Leap Year Course Sale!

Now is the time to leap into new educational options with selected certificate courses for only $495 – today only! Your choice: Bookkeeping in a Digital World or Understanding Business Valuation. Learn more about the curriculum of these engaging programs as you start or continue your pathway to DMA™ Designation. Use code: 24LEAP. Cannot be combined with any other tuition offer. All taxes extra.

A Primer on Trusts in 2024

A trust, unlike a person or a corporation, is not a legal entity... A trust is simply a legal  relationship between the trustee, who holds legal title to the subject property of the trust and the beneficiaries, who hold beneficial title to that subject property. However, there is one exception to the general rule: a trust is a legal entity for tax purposes.  Subsection 104(2) of the Income Tax Act (Canada) specifically provides that a trust is an individual for tax purposes and, thus, is considered a separate taxpayer.

Need CE Credits?  Try Our CE Savvy™ Micro-Courses

Knowledge Bureau has a new CE Solution for financial advisors and you can even take one of them for free.  But that’s not the main reason you’ll want to check out our CE Savvy™ Micro-Course Collections! The education is fantastic and the new learning platform is amazing.  Firms are signing up, and independent advisors, too.  Here’s why Tony Mahabir, MBA, CMC, RWM, CIM, RRC, CFP, FP Canada Fellow and President of the CANFIN Group of Companies and is so enthused:  

It’s a Sweetheart of a Deal: Offers End February 15!

Share the love with your companion or team member and join us in the splendid aura of the arts in the charm of Montreal as you discover new ways to lead with impactful guidance at the Acuity Conference for Distinguished Advisors, November 10-12, 2024.  Early-bird deadline: February 15. Save up to 25% on tuition when you register as a Delegate, Companion or Team Member! Plus, last chance to save on CE Summit Event passes before tuition prices increase.

Study with a Buddy & Make a Difference as an RWM™

Make a difference while you differentiate with new credentials and a collaborative approach to leadership in building your practice and a natural referral network, too, with the Real Wealth Management™ Designation Program. The RWM™ approaches conversations with clients on a deeper level while following a compliant framework that goes beyond KYC and KYP – all to enable greater financial piece of mind. Enrol in the RWM™ Designation Program, only $1,295 for single registrations (save $500) or study with a buddy and your tuition is only $995 each.
 
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Knowledge Bureau Poll Question

It costs a lot more to go to work these days. Should the Canada Employment Credit of $1501 for 2026 be raised higher to account for this?

  • Yes
    58 votes
    86.57%
  • No
    9 votes
    13.43%