Master the Future of Retirement and Estate Planning: May 21 CE Summit

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!

The Advanced T1 Tax Update - We’ve Got You Covered For Tax Season

Knowledge Bureau’s Advanced T1 Tax Update is more than an incredibly fun and full day of shaking out the cobwebs and learning about the “dark tax horses” with colleagues from coast to coast! This tax update has got you covered for the entire tax season with great online resources: a comprehensive online certificate course featuring over 100 retention questions,  Evergreen Explanatory Notes – a complete tax research library - plus Knowledge Bureau’s Discovery Tools – 16 sophisticated tax planning calculators! 

Tax Planning: How To Push Back on Economic Malais

Taxpayers need to quickly sharpen financial skills for the challenging times ahead, and a good way to start is to find the right advisor for their future, says Knowledge Bureau Founder and President Evelyn Jacks, best-selling tax financial author and award-winning educator.  It’s also critically important for both parties to invest anew in their financial education, especially tax education, to push back on the economic malaise predicted for 2023. 

Embrace The Side Hustle: Stand out in the competitive tax services industry

Looking to increase your income or revenues in a tax or financial services practice?  Embrace the demand new small business owners of a bustling “side hustle” have for qualified corporate tax services. Kickstart your career, earn more with new credentials and maximize your potential as a confident tax knowledge leader.  Become a Distinguished Master Advisor by taking the new DMA Corporate Tax Services Specialist Designation Program. 

REGISTER NOW: Advanced Personal Tax Update

The tax filing season is just around the corner and now is the time to shake out the cobwebs, learn about the “dark horses” of tax theory behind the lines on the new 2022 T1 return and sharpen the skills of your new and returning staff in your tax preparation office.  Register by January 15 for the Advanced T1 Tax Update and check out our new rates for multiple enrolments: 2, 3 or 4 and more from your office.

Peace and So Much Joy!  Holiday Schedule at Knowledge Bureau

This is our special wish for you throughout the holidays!  Thank you sincerely for your readership and support. . .we look forward to sharing knowledge with you in the New Year!   

A Unique Gift For Your Team: DAC 2023 in Beautiful Banff!

Join us in Beautiful Banff November 11-14 at the spectacular Banff Springs Hotel for the Distinguished Advisor Conference (DAC).  You won’t want to miss the outstanding special guest speakers, the Snow Ball Gala celebrating our 20th Anniversary, and the opportunity to give the gift this extraordinary Educational Extravaganza to your most dedicated team members!
 
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Knowledge Bureau Poll Question

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?

  • Yes
    8 votes
    9.52%
  • No
    76 votes
    90.48%