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!

It’s Your Lucky Month if You’re Still Training Tax Staff!

Is March your lucky month? Traditionally, leprechauns celebrate pots of gold at the end of rainbows this month.  But, it was Buddha who really put the concept of luck into perspective,  “Being deeply learned and skilled, being well trained and using well spoken words: this is good luck.”  That strategy has better odds of success, too. That’s why we are offering you some of each: the opportunity to be more skilled and a bit of the pot of gold.

Newly Updated Course: Accounting for Solopreneurs as Unemployment Soars

The “gig economy” is on the rise, it is estimated that close to 45% of the workforce in North America is now self-employed and more specifically, 40% of Millennials in Canada.  A new course from Knowledge Bureau is providing tax and bookkeeping practitioners with the critical skills to help these new “solopreneurs” in multiple sectors:  builders, retail outlets, importers/exporters and a variety of agricultural ventures as well as non-profits.    

RSVP Now: The Next High-Demand CE Summit is May 20

Are you a regular, raving fan and attendee of the CE Summits? Now is the right time to RSVP and secure your spot at the lowest tuition fees.  Act by March 1 and save over $230 on the next four events.  Coming up next:  the annual Post-Budget Overview and its effect on Retirement & Estate Planning.   Here’s a look at the speaker lineup:

Need Reliable Answers to Tax Questions, 24/7?

Are you frustrated with long wait times for CRA responses or unsure if the answers you have been given are right? Although the CRA has recently hired a third party to give “general” answers about pandemic supports on the T1, professionals need to be precise when filing. Having fast, authoritative access to tax questions helps down the line at tax audit time, too. That’s the role of Evergreen Explanatory Notes, available 24/7, in your professional toolkit. 

Become a Bookkeeper of Tomorrow, Today

Now is the right time to consider a career in professional bookkeeping, as small business owners in Canada need your help to navigate the repercussions of the pandemic and its fallout. Meet the high demand for qualified practitioners to take the burden of bookkeeping and CRA remittances off their shoulders. Become a credentialled bookkeeping services specialist.

Newly Updated! Investment Tax Strategies Course

Tax is a trigger for affluent families, especially now, when higher taxes may loom in the future. Tax and financial advisors ultimately need to be able to expertly calculate capital gains and losses on the disposition of assets and properly report income transactions along the way. But, it is in the planning for tax efficiency that differentiates a “great” advisor from the rest. This newly updated course is here to provide help during these turbulent times.
 
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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
    10.26%
  • No
    70 votes
    89.74%