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.   

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!

Earn New Specialized Credentials for Tax Season 2024

Now is the time to get ready for tax season 2024 by adding Distinguished Master Advisor (DMA™) to your own Specialized Credentials, or expand the talent in your office to grow your firm. Choose from 3 recommended Designation Programs.
 
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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%