Helping First Nations, Inuit and Metis with Tax Filing
The Canada Revenue Agency is trying to reach out to Canada’s First Nations, Inuit and Metis to encourage them to file their tax forms on time and could use your help to make sure these communities get all the tax benefits they are entitled to. But filing tax returns are not always easy, especially when there is income on and off the reserve.Advanced Tax Knowledge Needed for Year End Planning Opportunities
Highly qualified tax advisors are in high demand, not only by their clients but by financial advisors who seek their services and advice. But, especially if your clients are Boomers, it’s important to move past basic tax preparation knowledge to confidently address the complicated year-end tax planning issues they may face on their investments and properties.
Personal Tax Bootcamp Coming Soon
Knowledge Bureau’s highly engaging Annual Personal Tax Bootcamp is coming soon, January 17-25, 2017, in six cities across Canada. Registrants are urged to reserve their spots early as seating is limited, and to take advantage of early-bird tuition reductions until January 10.
Financial Assistants: Ramp up Your Professional Communications Skills
Assistants to wealth managers will gather for the first ever Assistants’ Conference in Toronto on December 5. Knowledge Bureau President, Evelyn Jacks, will be a guest speaker, presenting on How to Ramp Up Your Communications Skills. She will also introduce a new online diploma program designed especially for wealth advisors’ assistants: the Professional Financial Assistant Diploma Program™.
Kelowna This Week…Home of DAC 2017. RSVP Today!
The theme of DAC 2017 is Canada 150: Financial Advice at the Crossroads of Change. Plan on enjoying the wisdoms of some of Canada’s most prolific educators, financial leaders, writers and motivational speakers.
Life Purpose
"Accept the challenges so that you can feel the exhilaration of victory." George S. Patton
Millions Suffer From Hearing Loss: Year-End Tax Planning Can Help
According to a recently released study by Statistics Canada, people who are socially isolated are more likely to experience a poor quality of life, morbidity and mortality. Loss of hearing has a big part to play in creating that feeling of isolation, particularly for women. Tax and financial advisors can directly help address the issues with some year-end tax planning.
