When CRA officially opened the electronic floodgates on tax filing season on February 23 this year, it was with a number of pieces of news. Did you know, for example, that the GST/HST Credit has now been officially renamed the Canada Groceries and Essentials Benefit (CGEB)? You get it by filing a tax return and interacting with CRA’s new digital services, which unfortunately still refer to the old name – the GST/HST Credit. It’s just one of those “game changers” that make Real Tax News with Evelyn Jacks and Friends, starting this week for its second season, so valuable to Canadians.
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.
The 2022 Distinguished New Advisor of the Future Award Winner is a 35-year veteran of the financial services industry who has re-engineered his practice to epitomize what it takes to pivot and become the advisor of the future. Doug Buss, of Winnipeg, has 6 staff members at YourStyle Financial and plans to double his assets under management over the next 5 years.
“I love the Knowledge Bureau CE Savvy Modules! It will now be our firm’s first place to enrich our knowledge and skills while earning our required CE credits to maintain our registrations.
Personally, it is easy to login, find the topics of interest, easy to navigate through the courses, and the special effects (pictures, diagrams, animations) make you stay on-line and complete what could otherwise be boring topics …. because Knowledge Bureau makes it fresh and exciting! Thank you for this invaluable tool!”
On Monday Oct 17 at DAC 2022, join Judith Chambers, an Investment Advisor at TD, on a panel discussion led by Christine Logan, Head of Marketing (Americas) for Franklin Templeton and co-panelist, Saijal Patel, host of Strictly Money.
The Personal Pension Plan is the “Swiss Army Knife” of solutions for retirement planning in a new and changing economic environment. It is therefore a must know for tax and financial advisors working with pre-retirees; in particular, business owners.
Annual dinner and announcement of 2022 Designates and Graduates with Dr. Dean Smith on Sunday Oct 16 at DAC Acuity 2022, plus a session on Monday led by Dr. Smith covering tax planning and compliance with a focus on ex-pats.
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.
The 2022 Distinguished New Advisor of the Future Award Winner is a 35-year veteran of the financial services industry who has re-engineered his practice to epitomize what it takes to pivot and become the advisor of the future. Doug Buss, of Winnipeg, has 6 staff members at YourStyle Financial and plans to double his assets under management over the next 5 years.
“I love the Knowledge Bureau CE Savvy Modules! It will now be our firm’s first place to enrich our knowledge and skills while earning our required CE credits to maintain our registrations.
Personally, it is easy to login, find the topics of interest, easy to navigate through the courses, and the special effects (pictures, diagrams, animations) make you stay on-line and complete what could otherwise be boring topics …. because Knowledge Bureau makes it fresh and exciting! Thank you for this invaluable tool!”
On Monday Oct 17 at DAC 2022, join Judith Chambers, an Investment Advisor at TD, on a panel discussion led by Christine Logan, Head of Marketing (Americas) for Franklin Templeton and co-panelist, Saijal Patel, host of Strictly Money.
The Personal Pension Plan is the “Swiss Army Knife” of solutions for retirement planning in a new and changing economic environment. It is therefore a must know for tax and financial advisors working with pre-retirees; in particular, business owners.
