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!

Join the Society of RWM to Connect, Contribute and Collaborate

There are three secrets to building a brand:  knowing your story, building a network, and sharing that story with your network.  On May 26th, we are giving you an exclusive opportunity to do so with a national networking opportunity. But there is one catch:  you will need to be prepared to have fun and build your professional connections.   

KB Grads in the News:  Doug Buss, RWM™

Doug Buss, RWM™ shares why he loved the RWM™ Designation program:  "It was a wonderful revitalization of the value that we are bringing to our clients." Get to know more about Doug, a Winnipeg native and outstanding sax player, too!

2021 Federal Budget Report

The April 19, 2021 Federal Budget is noteworthy for its length –731 pages in all –and its capacity to introduce billions of dollars of spending,while at the same time increasing tax complexity for individual filers. It also significantly enhances CRA’s digital footprint with new broad-based electronic filing measures. In introducing the measures, the government will focus on several key economicand social prioritiesincluding the national rollout of a $10-a-day childcareprogram and a $15 per hour minimum wage in the federally regulated private sector.

Your Strategic Re-Discovery Journey Begins at Virtual DAC 2021

It’s official: Canada’s most innovative virtual conference for leading tax, accounting and financial professionals is coming back in an enhanced interactive online format for a second year, for an even more outstanding professional education experience! We are proud to unveil Virtual DAC Acuity 2021, our speakers and sponsors, and an incredible enrolment opportunity until April 15 – you save $1000!

VIP Grad Status:  Something New from Knowledge Bureau

Have you graduated from a Knowledge Bureau Course, CE Summit, DAC or Program?  If so, we have some exciting news. Starting April 15, you will receive VIP tuition fee reductions with every course, program, CE Summit or DAC with your special VIP status as a Knowledge Bureau Grad. The more credentials you have, the more you’ll save!

April 19 Federal Budget Analysis:  Will Retirement and Estate Planning Change?

Is post-retirement planning on the minds of your high net worth clients today? Chances are yes, and now more than ever with a pending federal budget that may introduce a guaranteed income for some, and wealth taxes for others.  There are three key reasons to initiate planning conversations early, and Knowledge Bureau’s May 20 CE Summit will provide answers, guidance and materials to help you.
 
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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
    8 votes
    10.67%
  • No
    67 votes
    89.33%