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. . .
Amy is a graduate of the MFA™-Retirement and Succession Services Specialist program in Ontario. Amy had a special motivation for enhancing her education as part of her own succession planning. Her goal is to take over running her step dad’s tax and financial services business. Here’s her story:
CIBC will be showcasing a new digital banking platform at the Knowledge Bureau’s CE Summits in four cities. The bank has collaborated with industry-leading cloud accounting software companies Intuit Canada and Xero, and payroll software company Ceridian, to integrate accounting and payroll with its powerful online cash management services.
Knowledge Bureau and Evelyn Jacks are proud to release the 2019 edition of Essential Tax Facts: How to Make the Right Tax Moves and Be Audit-Proof, Too on May 24, 2019. Featuring invaluable Audit-Buster Checklists and the latest from the March 2019 Federal Budget, Essential Tax Facts will help you position yourself for greater success with up-to-date information in an ever-changing tax environment.
To incorporate, or not to incorporate? It’s a timely question, considering recent corporate tax reforms. However, it’s also a question that existing business owners and aspiring business builders should think about post tax season as they discuss business growth planning with their tax specialists. It’s an important strategy that can save thousands of dollars that helps build family wealth over the long run.
Financial planning for critical long-term care and disability has been a complex process for advisors in Canada. But a recent Supreme Court of Canada (SCC) decision regarding whether the absolute discretionary trust (Henson trust), which is designed to protect a disabled person’s assets, brings national clarity to the issue of whether or not this estate-planning tool can impact a disabled person’s eligibility for other benefits and credits.
Together with our partner, The Investment Industry Association of Canada (IIAC), Knowledge Bureau is very pleased to report that our inaugural Vantage Series Event, held on May 9th at the National Club in Toronto, was a resounding success. Read on to find out why, and mark your calendars for the next Vantage event on October 31.
Amy is a graduate of the MFA™-Retirement and Succession Services Specialist program in Ontario. Amy had a special motivation for enhancing her education as part of her own succession planning. Her goal is to take over running her step dad’s tax and financial services business. Here’s her story:
CIBC will be showcasing a new digital banking platform at the Knowledge Bureau’s CE Summits in four cities. The bank has collaborated with industry-leading cloud accounting software companies Intuit Canada and Xero, and payroll software company Ceridian, to integrate accounting and payroll with its powerful online cash management services.
Knowledge Bureau and Evelyn Jacks are proud to release the 2019 edition of Essential Tax Facts: How to Make the Right Tax Moves and Be Audit-Proof, Too on May 24, 2019. Featuring invaluable Audit-Buster Checklists and the latest from the March 2019 Federal Budget, Essential Tax Facts will help you position yourself for greater success with up-to-date information in an ever-changing tax environment.
To incorporate, or not to incorporate? It’s a timely question, considering recent corporate tax reforms. However, it’s also a question that existing business owners and aspiring business builders should think about post tax season as they discuss business growth planning with their tax specialists. It’s an important strategy that can save thousands of dollars that helps build family wealth over the long run.
Financial planning for critical long-term care and disability has been a complex process for advisors in Canada. But a recent Supreme Court of Canada (SCC) decision regarding whether the absolute discretionary trust (Henson trust), which is designed to protect a disabled person’s assets, brings national clarity to the issue of whether or not this estate-planning tool can impact a disabled person’s eligibility for other benefits and credits.
Together with our partner, The Investment Industry Association of Canada (IIAC), Knowledge Bureau is very pleased to report that our inaugural Vantage Series Event, held on May 9th at the National Club in Toronto, was a resounding success. Read on to find out why, and mark your calendars for the next Vantage event on October 31.
