KBR Halloween and Taxes – Both are Scary!

Halloween is a night for spooky things. Some adults would say, it’s a bit like the tax filing deadline. There are few things that can terrify even the bravest of us as much. When a new client comes to your door, keep this in mind. You have the potential to turn terror into, well fun. It’s true! Think about it. . .

Commission Salespeople: Fill Knowledge Gaps on The Tax Consequences

Are you in the dark about tax rules for employed and self-employed taxpayers?  Shore up your knowledge base now with two new short courses from Knowledge Bureau in the new Knowledge Gap Series. Here’s what you’ll learn online (that means in the comfort of home, office, cottage or beach), and the price is right, too.

Educational Calendar: Important 2020 Tax, Financial and Educational Events

Mark your calendar: there are some important dates coming up for those with an interest in tax and financial planning, including some exciting new educational opportunities with Knowledge Bureau. 

Did Pros Support the Pandemic Tax Extensions?

Today the federal government’s “Fiscal Snapshot” provided insight into the costs of the Emergency Pandemic Benefits designed to provide financial relief to individuals and businesses struggling during these tough times. One of them was the extension of personal income tax filing deadlines, and the waived T1 late filing penalties until September 1, despite maintaining a formal deadline of June 1. What did tax pros think about this when we asked them in our June poll?

A Renaissance: Knowledge Bureau’s DAC Acuity 2020

Unfortunately, COVID-19 has slowed the opening of social immersion in Ontario and interrupted our plans to hold the Distinguished Advisor Conference in Niagara Falls, so we’ll be going there in fall 2021 instead.  This year’s DAC Acuity 2020 will be held virtually, with the unparallelled professional education and networking that are the hallmarks of the event and lots of interesting twists. There are also two ways to schedule the event into your busy calendar. Check this out:

Who is the MFA-P™?

The strategic philanthropic solution taught in the MFA-P™ designation program takes a multi-stakeholder approach to giving.  This new designation will empower clients to give more effectively because of their collaboration with you.  If you are interested in this credential, be sure to enroll by June 30 and save $500. Here are more program details:

The Soft Skills Matter in Tax Services

Tax Services Specialists must have more than precise technical and research skills; for them, the soft skills matter in building long term relationships with their clients and various regulators. Now more than ever, Canadians need caring support and someone to help them navigate the complex tax and financial repercussions of the pandemic and associated benefit programs. Read on for the soft skills and processes that will allow tax specialists to fulfill an essential service.
 
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Knowledge Bureau Poll Question

Do you believe SimpleFile, CRA’s newly revamped automated tax system, will help more Canadians access tax benefits and comply with the tax system?

  • Yes
    5 votes
    7.46%
  • No
    62 votes
    92.54%