For seasoned advisors and tax professionals, continuing education isn’t just a box to check—it’s a tool for leadership, specialization, and stronger client outcomes. That’s why Knowledge Bureau has introduced CE Master Micro-Credentials: curated, high-impact CE collections designed to help you sharpen your skills across financial disciplines—and stand out in a competitive, increasingly regulated space. Consider the experience of recent grads and then try it yourself! Enrol this July and receive a special introductory discount.
“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.
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.
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.
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:
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.
Do you believe Canada’s tax system based, on self-assessment, has suffered under recent changes at CRA and by Finance Canada? If so, what is the one wish you have for tax reform?
“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.
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.
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.
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:
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.
