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!

Special Report on the April 7, 2022 Federal Budget

The Federal Budget of April 7, 2022 represents a much brighter economic outlook for Canada and contains a sprinkling of tax provisions that most importantly did not raise any tax rates or impose new capital gains taxes.  However, there is a warning that this could be on the horizon as early as this fall.

Compliance Credits Available! Take Privacy Principles in Business

Privacy of confidential financial data is an important issue to your clients and no wonder: Statistics Canada says that about 57% of Canadians online reported experiencing a security incident in 2018.  Do you know how to avoid privacy risks that may arise in your business?  A new online certificate course, Privacy Principles in Business addresses many of the security issues that concern business owners these days, and now you can earn 10 compliance credits from IIROC by completing this cutting-edge course.

The May 2022 CE Summit on Retirement and Estate Planning

We are excited to see you online on May 18, 2022 for the next Virtual CE Summit on Retirement and Estate Planning. Be sure to register by April 20 for early bird tuition fees for you and your team.  The CE Summits are a blended learning event.  What does this mean?  It’s just an outstanding comprehensive learning opportunity for you in multiple components:

Payroll Penalties You Need to Know About

When a business hires an employee, it is important for that employee to be “formally” hired, that is with a role description, a rate of pay or salary level and a statement of expectations that define the relationship between the employer and employee,  all well documented and filed in case of audit from the CRA. This is particularly important post-COVID, as CRA will be auditing the Canada Emergency Wage Supplement (CEWS) payments businesses received, right up to the end of 2023.   But it is also very important if you have hired family members.

Co-signer or Co-Borrower?

What’s the biggest difference between a co-borrower and a cosigner? It relates to the degree of investment in the loan. Here are the details:

Feeling Lucky Today?  Enter the KBR Sweepstakes

Now is the time you want your entire team stay up to date with the most recent changes in tax, investment, retirement and budget announcements so we have Big News for you: a special incentive for new subscribers to Knowledge Bureau Report. Invite your team, colleagues, associates and others in your circle of influence to stay in the know and you will be entered for a chance to win a ballot to win any of the following prizes:
 
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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
    10.53%
  • No
    68 votes
    89.47%