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STAY UP-TO-DATE WITH BREAKING TAX AND INVESTMENT NEWS.
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.
July 2024 Poll
Starting in July, CRA will provide legal warnings to recover more than $9 billion of overpaid pandemic recovery benefits like CERB. Do you think that is fair?
Employee Stock Options - Post June 24, 2024
In our last article on this subject, current tax rules on ESOPs were covered. In the absence of proposed legislation that enables the federal government’s proposed increase in the Capital Gains Inclusion Rate (CGIR), recall that it is anticipated that if the individual’s total gains for the year exceed $250,000, two-thirds of gains over the $250,000 threshold would be included in income if they were generated after June 24, 2024. Here’s a synopsis of the effect of this change on ESOPs to initiate discussions with business owners, key employees and tax advisors:
Announcement of Distinguished Advisor Award Categories at Acuity 2024!
Knowledge Bureau is delighted to announce its categories of awards to be announced at the Acuity Conference for Distinguished Advisors (DAC) November 10 – 12 in Montreal. The star-studded ceremony, being held at the exclusive St. James Club, will kick off the three day educational conference – Canada’s only multi-disciplinary conference, featuring 16 thought leaders who will focus on the theme, Safe Havens: Secure Financial Futures & Wealth Potential. To be announced at the end of June, the winners will be honored in the following categories:
Earn New Specialized Credentials in Strategic Philanthropy This Month!
The MFA-P™ has specialized professional credentials to enable high-value planning for individual or family legacies. In this dynamic program, learn to have highly satisfying conversations with clients sooner in your relationship, address their big fears: that gifts will not be used wisely or according to personal passions and wishes. Then, provide a consistent process for giving solutions with investments that are tax-efficient, during lifetime and as part of a personal or family legacy. Become a certified professional in the evolving field of philanthropy. Build trusting relationships with your clients and help them make a difference in the world through charitable giving as an MFA-P and save 15% until June 30 with code MFAP15.
Think Outside the Box: Change How You Practice with the RWM™
Check out the recording of the live Meeting of the Minds session on June 5 featuring practicing members of the Society of Real Wealth Managers™ and learn more about how their collaborative family office approach helps clients make sound financial decisions. Panelist Joanne Thomas moved her business to another province, and used the RWM™ model and thinking outside of the box to connect with like-minded professionals in other areas of specialization to improve the value of services that are provided to her clients. Register now for the Meeting of the Minds to access the event recording and hear Joanne tell her story and be sure to enrol in the Designation Program at a special tuition rate, only until June 30.
Acuity 2024 Media Partnership with Advisor.ca, Investment Executive
As a Distinguished Advisor, you know the importance of learning best practices and staying informed about the latest developments in the financial services industry. Together, Canada's top publications for financial advisors - the 2024 Acuity Conference for Distinguished Advisors returning media sponsors - will ensure you remain at the top of your game. Knowledge Bureau is pleased to welcome back Advisor.ca and Investment Executive as our media sponsors for Acuity 2024 in Montreal November 10-12. Learn more about them below:
