This Month’s Poll
Do you enjoy reading breaking tax and financial news in Knowledge Report? Please tell us why/why not?Intergenerational Wealth Transfer: Protecting Family Wealth for the Future
It’s a well-known fact that the next decade will see an enormous amount of money transferred from one generation to the next in Canada. According to a 2016 CIBC study, there is $750 billion at stake. Your clients, and your high-net-worth clients in particular, will be looking to you to help them preserve their family wealth, if they aren’t already.
Life Purpose — the Importance of Self-Awareness
“I think self-awareness is probably the most important thing toward being a champion.” —Billie Jean King
Financial Advisors’ Advice and Strategies Altered by A.I. Revolution
From cell phones to airplanes, building and coins, ore is indispensable in modern life; but, like many other outputs, the work people do to bring it to market is being impacted by the A.I. Revolution. Similar disruptive changes affect the advice tax and financial advisors give their clients.
Weekly Thought Provoker: Threats or Adaptation Opportunities?
Join our online discussion: When changes in the industry force professionals to adapt, should we call them threats, or are they opportunities?
Time to Learn Tax Preparation? Canadian Income Tax is 100 Years Old This Month
The 100th anniversary of personal income tax is coming up on September 20! On that day in 1917, The Income War Tax Act received Royal Assent, heralding in the first personal income taxes in Canada. Perhaps it’s high time you tackled the challenge and mastered the tax return and all it’s nuances? It’s an investment that could really pay off for you.
People in the News
Karen Stokowski, a tax professional in Holden, Alta., has this to say about the Distinguished Advisor Conference
