Advisors Love the New CE Master Micro-Credentials

For seasoned advisors and tax professionals, continuing education isn’t just a box to check—it’s a tool for leadership, specialization, and stronger client outcomes. That’s why Knowledge Bureau has introduced CE Master Micro-Credentials: curated, high-impact CE collections designed to help you sharpen your skills across financial disciplines—and stand out in a competitive, increasingly regulated space.  Consider the experience of recent grads and then try it yourself!  Enrol this July and receive a special introductory discount.

There’s More to Cross Border Tax Then Meets the Eye

As baby boomers age, technology makes it possible for people and businesses to operate globally, and economic changes make it appealing for people and businesses to purchase investment property globally.  As well as the increase in the sharing of financial information between countries, cross border taxation issues become key for cross border employment, entrepreneurship or asset ownership, as does the issue of residency and U.S. citizenship.

Do You Want to Have a Successful Remote Practice?

New Course Alert: The Digital Practitioner Course (Your Guide to Remote Work) When the pandemic hit, there was a natural surge in employees working from home. In Canada, the percentage of *core-age employees working from home was about 43% in May 2020. As the pandemic subsided, in December 2021, 26% of core-age employees in Canada worked from home, compared with 13% in the United States. Majority of people who are working remotely—want to keep it that way.

The World’s Largest Minority – Disabled People

Disabled people represent the world’s largest minority.  There are 1.1 Billion people in this category around the world and the reality is that this is a minority group everyone has the potential to join – any time.  Planning for incapacity is therefore a prime-of-life topic that advisors must raise proactively in order to maximize the opportunities for preparedness and importantly, the assistance that may be available through the tax system.

Baby Boomers Own 42% of Small Businesses in Canada – What Happens When They Retire?

In Canada, as in many advanced economies, the age group that grew the fastest in recent years was those aged 65 and over. That’s not pandemic-related, it’s simply the aging of the baby boomers. Those over 65 tend to have the lowest labour force participation rate, and that has been pulling down the growth of Canada’s labour force in recent years, according to recent remarks by Tiff Macklem, Governor of the Bank of Canada. In addition, many small businesses in Canada are owned by Baby Boomers.  There’s a potential problem if Baby Boomers own a business and plan to use the money they’ve invested to pay for their retirement years.

“From bad to worse? Next year’s economic risks are already here”

Nothing like a positive headline to grab your attention.  The Financial Post article goes on to say: It’s been a miserable year for the global economy. And things could get worse with a mild recession potentially on the horizon. In an extreme downside scenario, this could wipe out US$5 trillion in global output, according to Bloomberg Economics. So, what to do?

What Matters is What You Keep - Year End Tax Planning for Investors and Owner-Managers

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 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.
 
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Knowledge Bureau Poll Question

Do you believe Canada’s tax system based, on self-assessment, has suffered under recent changes at CRA and by Finance Canada? If so, what is the one wish you have for tax reform?

  • Yes
    343 votes
    69.86%
  • No
    148 votes
    30.14%