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!
Mark your calendar for these upcoming dates from Knowledge Bureau. You'll receive the next edition of Knowledge Bureau Report in your inbox on August 11.
According to a report earlier this year from Statistics Canada relating to enterprises in the first quarter of 2021, many businesses have continued to thrive in spite of the pandemic, and more will be on the road to recovery as Canada’s economy continues to further re-open. The financial sector, for instance, recorded an increase in net income of 11% before taxes, or $3.9 billion. Tax professionals can provide essential front-line services to help small business owners thrive and now two new educational opportunities provide credentials and confidence to do so.
Looking to take your business and client relationships to a higher level? Joey LeBlanc, DFA-Tax Services Specialist™ shares how she accomplished that with a Knowledge Bureau education!
Virtual DAC Acuity 2021, October 17-19 will feature the thought leadership of 8 senior executives, 2 best-selling authors, leading scholars and top wealth advisors. It’s a star-studded online conference experience that tax and financial professionals won’t want to miss. Share the knowledge: enrol yourself and bring your team along at a reduced tuition fee, until September 30.
Don’t miss the Society of Real Wealth Managers next Meeting of the Minds on August 11 at 10:30 am Central Time. It's a free event to Introduce you to RWMs from coast-to-coast for three reasons: to connect. contribute. collaborate...and share RWM "aha moments"! Here's what you need to know:
Submit the name of your worthy nomination for the DAC New Advisor Award now. The application deadline September 1, 2021. The prestigious award recognizes the next generation and their contributions to excellence in the tax, accounting and/or financial services. Here’s what the winner of this prestigious award will receive and how to apply:
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?
Mark your calendar for these upcoming dates from Knowledge Bureau. You'll receive the next edition of Knowledge Bureau Report in your inbox on August 11.
According to a report earlier this year from Statistics Canada relating to enterprises in the first quarter of 2021, many businesses have continued to thrive in spite of the pandemic, and more will be on the road to recovery as Canada’s economy continues to further re-open. The financial sector, for instance, recorded an increase in net income of 11% before taxes, or $3.9 billion. Tax professionals can provide essential front-line services to help small business owners thrive and now two new educational opportunities provide credentials and confidence to do so.
Looking to take your business and client relationships to a higher level? Joey LeBlanc, DFA-Tax Services Specialist™ shares how she accomplished that with a Knowledge Bureau education!
Virtual DAC Acuity 2021, October 17-19 will feature the thought leadership of 8 senior executives, 2 best-selling authors, leading scholars and top wealth advisors. It’s a star-studded online conference experience that tax and financial professionals won’t want to miss. Share the knowledge: enrol yourself and bring your team along at a reduced tuition fee, until September 30.
Don’t miss the Society of Real Wealth Managers next Meeting of the Minds on August 11 at 10:30 am Central Time. It's a free event to Introduce you to RWMs from coast-to-coast for three reasons: to connect. contribute. collaborate...and share RWM "aha moments"! Here's what you need to know:
