A thorough analysis of today’s financial news—delivered weekly to your inbox or via social media. As part of Knowledge Bureau’s interactive network, the Report covers current issues on the tax and financial services landscape and provides a wide range of professional benefits, including access to peer-to-peer blogs, opinion polls, online lessons, and vital industry information from Canada’s only multi-disciplinary financial educator.
As the May 1 personal tax filing deadline approaches, it’s appropriate to be reminded of the tax audit season that follows, especially for new couples. Filing errors in reporting marital status, and especially common-law relationships, could be the first big challenge when faced with a tax review. Advisors can help by discussing a few key tax definitions:
In Canada’s 150th year, Knowledge Bureau is pleased to put the spotlight on Canadian Financial Authors and celebrate Financial Advice at the Crossroads of Change at DAC Nov 5-8 in Kelowna. This week: Kimberly McLarty discusses: Re-Evaluating Business Resources: A Group Insurance Specialist May Be of Help.
How’s your luck? Try it out and get in on a chance to win a free registration to the Distinguished Advisor Conference (DAC) in the spectacular wine country of BC. Come to Kelowna and think more clearly about this year’s theme: Financial Advice at the Crossroads of Change. Here’s April’s question:
Filing tax returns for unincorporated small businesses is in growing demand. Whether retirees are going back to market as consultants or Millennials are choosing to be their own boss, demographic changes are increasingly pointing to a shift from full-time employment to self-employment as a way to leverage time and money. For advisors, learning tax preparation for proprietors is a worthwhile investment.
My knowledge and comfort level have grown: Denis Marcon, Master Financial Advisor™, Manitoba