News Room

Back to School Tax Breaks

Like tax season, back-to-school season rolls around annually with certainty. But in today’s inflationary environment, the start-up costs for getting the family organizing for the school year may seem daunting. The good news is that tax and financial advisors can help clients understand their tax planning options and manage all the receipts that can lead to tax breaks later in the spring during tax filing time. Here’s a primer of topics you may wish to discuss:

Under the Weather:  Canada’s Economic Performance

It’s fall:  time to ramp up Canada’s economy! Possibly the only good news in Statistics Canada’s August 31 report on Gross domestic product, income and expenditure, for the second quarter 2016, was that Canada’s household savings rate was 4.2%, up from 4.1% in the first quarter.

What is a Proposal for a Small Business?

With all the dreary economic news, it’s not unusual for businesses to hit a bump in the road, something astute professional advisors should watch closely as our guest columist, Andy Fisher, of the Small Business Restructuring practice at Farber Financial Group explains.

Introducing the DAC 2016 Speaker Starting Line Up

Soar Higher! You won’t want to these 20 thought-provoking speakers, who will bringing to you cutting edge interpretation of global events, including the results of the controversial U. S. election night, and their sage insights designed to help you maximize your greater potential.

Seven Reasons to Go Back To School with Knowledge Bureau

Today’s professional tax and financial advisors work within a changing environment in which clients are more willing to pay for knowledge and interpretation.  Highly informed clients, especially Millennials and their retiring parents, demand an expanded knowledge base in the value proposition they are willing to pay for.

Life purpose

“Only when the last tree has died and the last river been poisoned and the last fish been caught will we realize we cannot eat money.” Indian Proverb

Knowledge is Power – Here Are Ways to Afford It

Knowledge is power, but education is expensive. What are the funding options? Join us in this first of a series to sort it all out.  Bottom line:  it depends on who you are and where you live.  Our veterans, for example, have just had the lovely news that up to four years of free education at a post-secondary school may be possible.
 
 
 
Knowledge Bureau Poll Question

As A.I. emerges, does it change how professionals create financial peace of mind in their communities?

  • Yes
    14 votes
    63.64%
  • No
    8 votes
    36.36%