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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.
October 2024 Poll
October was small business month! Do you think more Canadians today are interested in starting their own businesses?
RSVP Now - DAC in Montreal Nov 10-12 - Save Up to 20% on Tuition Until Sept. 30!
It’s the last chance to save on early bird rates for the most important multi-advisory conference in the tax and financial services. “We invite you to connect with 19 of Canada’s brightest and most accomplished thought leaders and in the tax, accounting and financial services industry at the 2024 Acuity Conference for Distinguished Advisors in Montreal November 10-12”, says Evelyn Jacks, President of Knowledge Bureau and Program Director. “Our economic future and important tax reforms are on the agenda and, frankly, on the line. Your experience and views will help shape opinions on the theme: ‘Safe Havens – How To Secure Financial Futures And Build Wealth Potential’ ”. Here is more information and how to join us. Act by September 30 to save on tuition.
Inaugural MFA-P™ Symposium on October 30 | Strategic Charitable Giving
The inaugural MFA-P Symposium will be held in Toronto on October 30th, 2024. You’ll experience six dynamic sessions from industry leaders designed specifically to help advisors engage their clients about strategic charitable giving. It’s an opportunity to meet peers and industry leaders who can help you build your business.
Practice Management | Priorities for Building Your Multi-Disciplinary Firm
Our dynamic panel of experienced, professional business builders and FDFS™ featuring Jim Ruta, Steven Furtado, Carol Willes, Martin Luc Derome will challenge you to re-think the four “Big Rocks” needed to build a practice that regenerates and evolves with change. Four key opportunities will be discussed at the 2024 Conference for Distinguished Advisors this November in Montreal:
Post-Secondary Students’ Education Assistance Confirmed
Is there a prospective teacher, social worker or midwife in the family? An educational seminar about the new tax and student debt assistance available to Canadian families may be a good way to celebrate the busy back to school month of September. Here’s an overview:
When to File a Notice of Objection
Taxpayers may file a Notice of Objection when they disagree with CRA’s assessment or reassessment of their tax returns. That’s the first step in the appeals process. Students at this week’s CE Savvy Summit learned firsthand at a live virtual day of presentations about the changes to the appeals process that can now impact taxpayers in a more significant way. The program is now available for listening and learning online. An overview of important deadlines is discussed below.
