This Month’s Poll
Do you agree with the government’s plan to introduce the new Canada Groceries Essentials Benefit (CGEB)?Is Your Email Safe Enough? Secure File and Message Transfer Critical for Professionals
Your clients may be increasingly concerned that their personal information is secure as you work with them. Are you confident that the information that you and your clients transfer between you is secure? What can you do to ensure it is?
Estimating Tax for 2016
The new tax changes announced by the new Liberal government during their election campaign have been incorporated into Knowledge Bureau's Income Tax Estimator.
Managing Capital Losses: Four Discussion Points
The selling of capital assets is a permanent transaction, one that can lock in gains and losses and leave taxpayers with either positive or negative tax results. Structuring transfers of assets to family members can be just as precarious, without financial guidance from learned and experienced specialists, that is.
Tim Cestnick on Bridging Generations with Creative Planning
At this year’s Distinguished Advisors Conference (DAC), one of Canada’s most respected tax experts, Tim Cestnick, Managing Director of Advanced Wealth Planning at Scotiabank, offered insights into the six types of capital inherent in family wealth, and into using trusts to preserve as much financial capital as possible in a transfer of wealth.
Eric Klein on Unsuccession Planning
Eric Klein of Farber Financial Group got everyone’s attention at the Distinguished Advisor’s Conference (DAC) 2015, with his counter-intuitive (and often entertaining) presentation on “Unsuccession Planning.”
Knowledge Bureau 2016: Mark Your Calendar
With 2015 almost behind us, the time is now to start planning your educational calendar for 2016.
