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.
Do you have complex tax questions difficult to find on the CRA website? Are you too busy for long wait times on the phone with the CRA? At Knowledge Bureau we have a great solution to help you save time and money and answer more tax questions from your clients with confidence. It’s called Evergreen Explanatory Notes, your fast guide to issues, answers, explanations, client interview guides case studies, tax court cases, plus a fast way to link directly to all pertinent CRA forms, guides, folios, the Income Tax Act and much more!
For Canadian tax purposes there are basically two kinds of trusts: testamentary and inter vivos. A testamentary trust is one that arises on and in consequence of an individual’s death. An inter vivos trust is any trust other than a testamentary trust. Trusts have been thrust into the spotlight recently with new tax filing requirements. Knowledge Bureau has launched a new course to help advisors educate their clients. Here is a primer of what you will learn:
Are you interested in enhancing your value proposition and broadening your client service offering? Amplifying your referrals? Becoming a holistic wealth advisor? Then you may be interested in learning more about the Real Wealth Managers RWM™ Designation – a new designation that differentiates collaborative financial leaders in the marketplace. You’re invited to join us for a complementary virtual Lunch & Learn on March 2 at 12 PM CST to learn more!
The Liberal government has proposed that the CPP survivors’ benefit be raised by 25%. It’s an important step in the right direction, but it may not be enough to fairly represent the lost contributions from a lifetime of mandatory contributions by a deceased spouse. This requires review and here’s why:
According to a recent ISPOS survey on behalf of the Institute of Actuaries, 23% of working Canadians say that the pandemic will change the timeline of their planned retirement. They feel they’ll need to work longer to earn enough to retirement, and yet, still only 52% of working Canadians think they’ll be able to live comfortably once they do retire. What needs to be considered in retirement planning to address the new demands of the pandemic, along the increasing life expectancy in Canada, and the increase in workers age 65+ in the workforce?
One of the many changes for this tax season 2022, is that 2021 tax refunds will be lower for thousands of taxpayers that qualified for the “Climate Action Incentive” (CAI). Prior to 2021, the CAI was a refundable tax credit similar to the Canada Workers Benefit or the Canada Training Credit. In all these cases, these credits constituted a tax-free cash benefit that either increased a tax refund or reduced the net tax liability for taxpayers.
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?
Do you have complex tax questions difficult to find on the CRA website? Are you too busy for long wait times on the phone with the CRA? At Knowledge Bureau we have a great solution to help you save time and money and answer more tax questions from your clients with confidence. It’s called Evergreen Explanatory Notes, your fast guide to issues, answers, explanations, client interview guides case studies, tax court cases, plus a fast way to link directly to all pertinent CRA forms, guides, folios, the Income Tax Act and much more!
For Canadian tax purposes there are basically two kinds of trusts: testamentary and inter vivos. A testamentary trust is one that arises on and in consequence of an individual’s death. An inter vivos trust is any trust other than a testamentary trust. Trusts have been thrust into the spotlight recently with new tax filing requirements. Knowledge Bureau has launched a new course to help advisors educate their clients. Here is a primer of what you will learn:
Are you interested in enhancing your value proposition and broadening your client service offering? Amplifying your referrals? Becoming a holistic wealth advisor? Then you may be interested in learning more about the Real Wealth Managers RWM™ Designation – a new designation that differentiates collaborative financial leaders in the marketplace. You’re invited to join us for a complementary virtual Lunch & Learn on March 2 at 12 PM CST to learn more!
The Liberal government has proposed that the CPP survivors’ benefit be raised by 25%. It’s an important step in the right direction, but it may not be enough to fairly represent the lost contributions from a lifetime of mandatory contributions by a deceased spouse. This requires review and here’s why:
According to a recent ISPOS survey on behalf of the Institute of Actuaries, 23% of working Canadians say that the pandemic will change the timeline of their planned retirement. They feel they’ll need to work longer to earn enough to retirement, and yet, still only 52% of working Canadians think they’ll be able to live comfortably once they do retire. What needs to be considered in retirement planning to address the new demands of the pandemic, along the increasing life expectancy in Canada, and the increase in workers age 65+ in the workforce?
One of the many changes for this tax season 2022, is that 2021 tax refunds will be lower for thousands of taxpayers that qualified for the “Climate Action Incentive” (CAI). Prior to 2021, the CAI was a refundable tax credit similar to the Canada Workers Benefit or the Canada Training Credit. In all these cases, these credits constituted a tax-free cash benefit that either increased a tax refund or reduced the net tax liability for taxpayers.
