Advisors Love the New CE Master Micro-Credentials

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.

Financial and insurance advisors, lawyers, accountants, bookkeepers, tax practitioners and gift planners…

Financial and insurance advisors, lawyers, accountants, bookkeepers, tax practitioners and gift planners…

How Can You Help Canadians Recover from Financial Fallout?

The true financial test on how well Canadians will weather the financial storm brought on by the pandemic will occur in the months to come. A glimpse into that future is well described in a June 2020 report from the Bank of Canada. It suggests three catalysts, working together, that can lead to successful financial recovery:  

Year-End Tax Tip: Time to Buy a New Car?

Should you buy a new car before year end to reduce your 2020 taxes?  It’s a good question especially because lucrative new tax rules were put into place for the write-off of most capital assets* on November 21, 2018.  Taxpayers can in fact, triple up on the usual first-year tax deductions when they acquire assets in the period between November 20, 2018, and December 31, 2023, and put them into use before 2028.  

Strategic Education for Future-Focused Advisors

This year’s DAC Conference brings together an esteemed faculty of speakers whose thoughtful focus will be on rebuilding financial confidence for the thousands of clients the audience will serve this year.  It’s a groundbreaking and must-attend event, and the only one-of-its kind for tax, bookkeeping and financial advisors who wish to meld skills and collaborate to raise the bar in providing high value services to their clients.  Featured topics and speakers are:

Graduating Class 2020: Congratulations, Designates!

Knowledge Bureau is pleased to recognize the achievements of its graduating class July 2019- June 2020 at the Virtual Distinguished Advisor Conference (DAC), October 28-30.  Be sure to find yourself and/or your colleagues and friends on the honor roll and graduating class list of Designates below. Congratulations are in order for all!

Check It Out: New Fall Study Calendar

Check out our new calendar for your fall studies. Now is the time to enrol to study on your own time with online training or try and interactive Virtual Class Option. Act by September 15 to take advantage of early registration offers.
 
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Knowledge Bureau Poll Question

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?

  • Yes
    345 votes
    69.98%
  • No
    148 votes
    30.02%