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. . .
This month is Financial Literacy Month in Canada. “Financial literacy is defined as having the knowledge, skills and confidence to make responsible financial decisions,” says Evelyn Jacks, a member of the Federal Task Force on Financial Literacy. “It’s a critical life skill especially in these financially challenging times.” For these reasons, Knowledge Bureau is pleased to introduce a new series of short courses to help professionals and their clients untangle today’s complex financial issues: the CE Savvy Biz Ed™ and CE Savvy PD™ courses. “
Last week Distinguished Delegates at DAC 2022 were asked to get out of their comfort zones and make new, big goals to embrace what will be a difficult 2023. One thing that stood out to us: Many delegates see this time of high inflation and high anxiety as an opportunity. It’s a perfect time to add value in all areas: accounting, tax, bookkeeping and financial services. Here’s a recap of the wisdoms:
We are going to feature an ongoing series highlighting certain courses that professionals will find valuable. For the next couple of weeks we are going to spotlight professional certificate courses that are directly related to Year-End Tax Planning. This week’s course is Tax Planning for Corporate Owner-Managers.
A holistic disruption requires a holistic approach and it’s time for the tax and financial advisory community to collaborate more, not less, to help their clients face the real possibility of recession and increased financial pain in 2023. “It is our role to be sure our clients are prepared for both opportunities and threats,” says Evelyn Jacks, President of Knowledge Bureau and the first keynote speaker at DAC Acuity 2022 in Niagara Falls this past week.
Distinguished Delegates at DAC 2022 were asked to get out of their comfort zones and make new, big goals to embrace what will be a difficult 2023 for their clients as a recession looms, CRA audits and recall of bank loans darken the horizon. At the same, time, however, there has never been a more perfect opportunity to add the highest value as professionals in the accounting, tax, bookkeeping and financial services. Twenty-four outstanding thought leaders made their case for building Velocity in anticipation of their enhanced services this year.
This month is Financial Literacy Month in Canada. “Financial literacy is defined as having the knowledge, skills and confidence to make responsible financial decisions,” says Evelyn Jacks, a member of the Federal Task Force on Financial Literacy. “It’s a critical life skill especially in these financially challenging times.” For these reasons, Knowledge Bureau is pleased to introduce a new series of short courses to help professionals and their clients untangle today’s complex financial issues: the CE Savvy Biz Ed™ and CE Savvy PD™ courses. “
Last week Distinguished Delegates at DAC 2022 were asked to get out of their comfort zones and make new, big goals to embrace what will be a difficult 2023. One thing that stood out to us: Many delegates see this time of high inflation and high anxiety as an opportunity. It’s a perfect time to add value in all areas: accounting, tax, bookkeeping and financial services. Here’s a recap of the wisdoms:
We are going to feature an ongoing series highlighting certain courses that professionals will find valuable. For the next couple of weeks we are going to spotlight professional certificate courses that are directly related to Year-End Tax Planning. This week’s course is Tax Planning for Corporate Owner-Managers.
Have you ever wished that you could spend your lunch hour learning about a specific planning concept right when you need to know it?
A holistic disruption requires a holistic approach and it’s time for the tax and financial advisory community to collaborate more, not less, to help their clients face the real possibility of recession and increased financial pain in 2023. “It is our role to be sure our clients are prepared for both opportunities and threats,” says Evelyn Jacks, President of Knowledge Bureau and the first keynote speaker at DAC Acuity 2022 in Niagara Falls this past week.
Distinguished Delegates at DAC 2022 were asked to get out of their comfort zones and make new, big goals to embrace what will be a difficult 2023 for their clients as a recession looms, CRA audits and recall of bank loans darken the horizon. At the same, time, however, there has never been a more perfect opportunity to add the highest value as professionals in the accounting, tax, bookkeeping and financial services. Twenty-four outstanding thought leaders made their case for building Velocity in anticipation of their enhanced services this year.
