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!

Free Food: Register by Dec 15 for January 19 T1 Advanced Tax Update

Trouble finding qualified help for tax season?  Canada’s most comprehensive and popular advanced personal tax update is now taking registrations for the January 19 Virtual event featuring what our delegate call the “Tax Bible” – the comprehensive desk top reference coveted by tax and accounting professionals from coast to coast.  Train new and returning  staff in a new and improved hybrid live and online course that will help you to shake out the cobwebs and drill down on the detailed tax theory  or “dark horses” as well as all news from CRA and Finance Canada for filing 2021 tax returns.   Register by December 15 and receive a free lunch!

Black Friday Sneak Peek: 2022 Tax Season Staff Training

Many proprietors in the tax industry are struggling to find qualified staff prepared for a complex 2022 tax season, and it’s coming up fast. Now is the time to train new and returning staff for filing season, and for Black Friday we’re extending our best offer of the year: only $395 per course (save 56%) when you enrol yourself or your team members in Basic Bookkeeping in a Digital World or Professional Income Tax Course – Entry Level certificate courses. Our goal is to help business owners prepare for another unprecedented filing season. As loyal Knowledge Bureau Report readers, you have an exclusive opportunity to take advantage of this training opportunity first.

PPP or IPP? 2022 CRA Limits Enhance PPP Tax Deductions

2022 CRA limits further enhance the tax deductions that Personal Pension Plan (PPP) clients have over Individual Pension Plan (IPP) clients. The gap of $91,194 in 2021 is now almost $12,000 larger in 2022! Those of you who like to project the extra wealth your clients will enjoy over long periods of time thanks to the power of tax-deferred compound interest should rejoice at this news, according to JP Laporte and Knowledge Bureau Partner for the first annual virtual Pension Conference for Accounting Firm Partners and their staff taking place on November 30, 2021. RSVP now - who wouldn't want an extra $100,000 in deductions over an IPP during one's career?

Beat Tax Time Staff Shortages: Enrol Now in T1 Advanced Tax Update

Trouble finding qualified help for tax season?  Canada’s most comprehensive and popular advanced tax update is now taking registrations for January 19 Virtual event featuring the “Tax Bible” – the popular name for the comprehensive desk top reference coveted by tax and accounting professionals from coast to coast.  This is the time to train staff in a new and improved hybrid live and online course to shake out the cobwebs and drill down on dark horses and news for filing 2021 tax returns.  

First Annual National Conference on Pensions for CCPCs

About 1.4 million Canadians are business owners under the age of 71 who are receiving some form of T4 income from their own companies, and there’s an opportunity to trigger massive tax savings with 7 extra deductions beyond what the RRSP offers. Why should your clients give that hard-earned cash to the CRA when it can be put to work in a tax-sheltered account in their name instead? Learn more at the first annual virtual Pension Conference for Accounting Firm Partners and their staff taking place on November 30, 2021!

The MFA-P Advantage:  Why Philanthropy as a Strategy Makes Good Sense This Year

Chelsey McEwen, BA, RRC, MFA-P™ shares her experience in perusing her MFA-P™ Philanthropy Designation.   She was  “looking for a focused approach to more niche planning that isn’t talked about that much in the industry.”  It may make good sense for you and your clients too.  Here’s why her insights matter:
 
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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
    6 votes
    9.68%
  • No
    56 votes
    90.32%