A thorough analysis of today’s financial news—delivered weekly to your inbox or via social media. As part of Knowledge Bureau’s interactive network, the Report covers current issues on the tax and financial services landscape and provides a wide range of professional benefits, including access to peer-to-peer blogs, opinion polls, online lessons, and vital industry information from Canada’s only multi-disciplinary financial educator.
Be sure to make room on your calendar to join us this fall in Kelowna, November 5-8, for the absolute best educational experience of the year, packed with cutting-edge programs.
The financial industry is truly at a crossroads of change. We feel pressure from disrupting forces like fintech and advisor-bots. Our clients need us more than ever, but they have concerns about our professionalism following the financial crisis of 2008. And we put pressure on ourselves to stay competitive and knowledgeable. But these are the kinds of challenges that we as entrepreneurs live for. They’re what make us survivors.
Robbyn Swiscoski sings her praises of the T1 Professional Tax Preparation – Advanced Course
We hope that you’ve been enjoying the summer while you’ve been working away on your next designation, diploma or certificate. It’s our turn now to take a short break and get out into the sun!
Investors and day traders beware: CRA is looking to collect $75 Million in taxes and penalties due to mistakes investors are making in their TFSAs. What’s at stake is the possible repayment of most of the investment, once penalties and interest are factored in. However, taxpayers may have more rights than may appear at first glance.