Help & Contact: 1 866 953 4769
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?
Understanding FHSA Withdrawals
The last thing that may be on the minds of prospective First Home Savings Account holders is a withdrawal, considering how new the plan is. Available since April 1, 2023, many advisors and clients are just now gearing up to engage clients in the significant opportunity for first home savings. However, it’s important to look at every investment holistically, and that means understanding the tax consequences going in and coming out of the FHSA.
Coaching Clients to a Fulfilling Retirement
Pension plans, RRSPs, estate plans and IPPs are one side of retirement. These are common, but what about a retiree’s quality of life? Research shows over 80 per cent of today’s boomers do not have any sort of retirement coach or mentor and many are looking to their advisor to provide leadership in that area. As a coach, an advisor has the power to help clients be as successful as possible in life after work.
Your Pathway to Specialization: Earn a Diploma or Designation
Time to hit the books – online, that is? Summertime is a great time to earn specialized credentials by earning your Diploma or Designation from Knowledge Bureau. We’ve got a special offer to help with the tax-deductible tuition fees: a $100 saving for new students. This early bird offer ends June 15. Plus there is a bonus for our VIP Prior Grads: save $100, $200 or $300 more. Details below. Grad rates can also be applied to team training enrolments. And, best of all, you can start anytime, 24/7, even today!
New and Amazing! The DAC Interactive Agenda!
The 2023 Distinguished Advisor Conference (DAC Acuity) takes place November 12 to 14 at the beautiful Banff Springs Hotel. It is going to be an outstanding industry event for several reasons: the incredible education from Canada’s top thought leaders in the tax, accounting and financial services, as well as our 20th Anniversary celebrations! We invite you to experience all that this year’s event has to offer by visiting the new interactive agenda, just launched. You can enrol there for events, travel, hotel and sign up by June 30 for early bird tuition reductions. Hurry - reserve the incredibly low hotel rates (rooms will sell out fast):
Great New Way to Earn CE Credits with New CE Savvy Collections!
Looking for a new way to earn CE Credits? Check out the new micro-courses from Knowledge Bureau and build new relationships with new conversations with your clients! Earn 5 CE Credits with Knowledge Bureau and FPCanada, IAFE, ICM, AIC and MFDA. Now, save 50% on any collection of your choice until June 15!
