KBR Halloween and Taxes – Both are Scary!

Halloween is a night for spooky things. Some adults would say, it’s a bit like the tax filing deadline. There are few things that can terrify even the bravest of us as much. When a new client comes to your door, keep this in mind. You have the potential to turn terror into, well fun. It’s true! Think about it. . .

RSVP: Money and You: Seniors Edition Launches November 14 in Winnipeg

In Winnipeg on November 14?   The Canadian Foundation for Economic Education CFEE.org  want to invite you to a light lunch and launch of an important new financial capability resource from 11:45 AM - 12:45 PM CDT at the Museum of Human Rights in Winnipeg, entitled: Money and You: Seniors Edition.   This event will feature guest speakers from the program sponsor, IG Wealth Management, CFEE CEO Gary Rabbior, and by video from Evelyn Jacks, the primary author. A program demo from CFEE COO Kevin Maynard will also be featured.

Complexity: The Drivers for New Tax & Financial Professionals

If you need answers to complex questions your high net worth families are asking about their income and capital after personal, corporate, trust and cross-border taxation, or when new triggers are driving financial decisions your clients want to make, working with a Real Wealth Manager (RWM™) can help you answer and execute on them.  This is particularly so in today’s complex world when financial peace of mind – and answers to tough questions – both are more difficult to come by. 

November CE Summits - RSVP by October 31:  A Significant Tax Filing Deadline

Investors in residential real estate – both non-residents and some Canadians - must file their first UHT return by October 31.  Beyond this, a small but important window is available to prepare individuals, trusts and private businesses for new tax eroders before the end of 2023.  For these reasons, Knowledge Bureau is presenting four important professional development days – November 1, January 17, 25 and 26, accompanied by new online micro-course collections.  Details below.

Tax & Accounting Specialized Credentials for Tax Season 2024

According to the 2024 Canada Salary Guide released by Robert Half, Competition is intense for skilled finance and accounting talent, and top candidates often receive multiple job offers. Some employers prefer to hold out for experienced professionals with in-demand skills, but that approach can result in overlooking high-potential candidates. To overcome staffing gaps, managers are considering people who may need technical training but have polished soft skills. Knowledge Bureau’s programs and courses leading to specialized credentials can help prepare business owners in the field with technical training their new hires need in tax and accounting.

DAC Acuity 2023: Thought Leadership from a Tax Planning Powerhouse

We’re less than a month away for DAC Acuity 2023 at the Banff Springs Hotel, and the agenda features a tax planning powerhouse ready to help you prepare for tax season 2024.

November & January CE Summits: Get Up to Speed on the Latest Tax Changes

There is a lot to consider this upcoming tax season when it comes to filing personal returns and increased risk for investors and owner managers. Are you prepared to help? Take a duo of CE Summits with Knowledge Bureau this November and January and get the tools you need to help a variety of client profiles. Plus, you save on tuition with a Duo CE Summit Event Pass!
 
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Knowledge Bureau Poll Question

Do you believe SimpleFile, CRA’s newly revamped automated tax system, will help more Canadians access tax benefits and comply with the tax system?

  • Yes
    5 votes
    7.58%
  • No
    61 votes
    92.42%