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!
It’s not too late to learn to prepare personal income tax returns from your home or office and now you can confidently learn and practice doing 2020 tax returns with Knowledge Bureau’s newly released 2021 Professional Basic Tax Course.
You may have heard the saying “the harder I work, the luckier I get.” When it comes to tax, bookkeeping and financial advisory services, it can also be said that the more education you have, the better the advice you’ll give to the benefit of your lucky clients. For these reasons, we offer you twin “pots of educational gold” on this St. Patrick’s Day.
Busy small business owners in your community are in desperate need of reliable and highly-qualified bookkeeping services to interpret the documentation and assemble it so that they can make smart tax-efficient decisions that focus on the future financial health of the business. Get new skills to enter this in-demand field, or further enhance your existing credentials with important training opportunities from Knowledge Bureau, now available online.
Did you know that Knowledge Bureau is a private, educational institution certified by Employment and Social Development Canada (ESDC) to provide courses that develop or improve skills for those working in the tax, bookkeeping, accounting, and financial services industries? What this also means is that Knowledge Bureau students who have paid 2020 tuition fees in excess of $100 qualify for the tuition fee amount, and the T2202 tax slips to claim this are now available in your Virtual Campus.
“The first responsibility of a leader is to define reality.” Max DePree, Chairman Emeritus of Herman Miller Inc. I love this quote because it sets out a challenge for leaders. In an era of mistrust and “fake news” the responsibility of a leader is to demonstrate and define what is real and what is not, so that the organization, community or family can make sound decisions about the future.
March 8 is International Women’s Day and one of the many things to celebrate is that women are becoming far more financially active. This is a positive trend which enables better conversations about tax, retirement and estate planning, But advisors who fail to engage women, may well find themselves failing.
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?