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!

KB Designates: Relicensing Deadline is June 30

Last call! Holders of the RWM™, MFA™, and DFA-Tax and Bookkeeping Services Specialist Designations must complete their annual relicensing by June 30 by attesting to their Standards of Conduct including the achievement of 15 annual CE credits. Check out the handy Q&A Relicensing Guide and further details below.

Tax and Investment Planning: What if Conventional Wisdom is Wrong?

What if we are wrong about how the new economy is going to emerge? It’s a tough question that Dr. Jack Mintz will address, along with other hard truths important to Canada’s top advisors, taxpayers and investors at Virtual DAC, October 17 – 19, 2021. RSVP by June 30 for early-bird tuition savings. D.r Mintz shared some pre-event questions he hopes to answer for the delegates from coast-to-coast who will attend from the tax and financial services:

CES Technology Partner:  Welcome Back TaxCycle

Knowledge Bureau is pleased to announce that TaxCycle will be joining us again as a technology partner in our fall Virtual CE Summit events including the next online workshop and course on September 23, 2021 which will focus on a relevant post-pandemic topic: Audit Defence in Compiling Financial Statements, GST & Payroll. Within Knowledge Bureau’s new Virtual Auditorium, attendees will have the opportunity to interact with TaxCycle in the Auditorium Hall.  Here’s a sneak preview of what you’ll learn as you pop into their booth at  the event.

Tax Season is Finally Over…Well Except for a Few Things

Congratulations tax pros!  You got through the June 15 tax filing deadline for proprietorships but there are a few more important deadlines to note, one for tomorrow June 17. 

Accepting New Advisor Award Nominations

Now seeking nominations for the New Advisor Award – application deadline September 1, 2021 The DAC Young Advisor Award recognizes the next generation and their contributions to excellence in the field. 

Congratulations Sweepstakes Winners!

Twenty three lucky people won the Knowledge Bureau Sweepstakes - $38,000 in tuition scholarships are being awarded and if you registered in any Knowledge Bureau program last month, your name may be on this list. Check it out and help us congratulate and thank all – some of them double-winners!
 
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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%