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We are proud to share new courses offerings as we continuously develop cutting edge and immediately implementable courses for our busy students. That’s what makes a Knowledge Bureau education so relevant and unique. Need something specific that you don’t see here? Please let us know about it.

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What’s In The Big April 30 Tax Bill – Register by May 15 to Decipher What’s New

Last week , on the tax filing deadline of April 30, 2024, the Federal Government tabled a 663-page Notice of Ways and Means Motion to introduce many of the provisions of the April 16 Federal Budget. Included in the Bill, the Budget Implementation Act, 2024, No. 1 were the following provisions; check out how they impact filing at the virtual CE Savvy Summit on May 22 – earn 15 CE Credits, too :

The Secret Ingredient in Retirement Income Planning

Successful retirements, from a financial point of view, are about three phases of planning: pre-retirement, in-retirement and after-retirement. While a regular process for saving, investment performance metrics and deaccumulation methods are all very important, retirement income planning is really about one strategic goal: what matters is what you keep.

Intro to RWM™: May 7 at Noon CST | Calm Fears in Light of the April 16 Federal Budget

It is so important for tax and financial advisors to help distill fears and knee-jerk reactions in light of the April 16 Federal Budget. Join members of the Society of Real Wealth Managers on May 7 at Noon CT for a frank discussion and open forum online, about the need for tax literacy and a multi-stakeholder approach to intergenerational wealth management that pushes back on the fear factor.

Income Tax Courses: Add High Value to Your Services

The April 16 Federal Budget proved once more that one of the most important skills people working in the financial services can offer is a deepened knowledge of personal, corporate and trust filing requirements. This is an essential financial service to help households navigate the increasingly broad – and expensive - reach of the CRA, especially for investors and business owners. Knowledge Bureau’s suite of newly updated certificate tax, bookkeeping and retirement planning courses are now available online, together with a special offer. Course benefits and descriptions follow:

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