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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.
January 2025 Poll
Do you agree with extending the charitable donations giving deadline to February 28, 2025 for the purposes of reducing taxes on the 2024 tax return?
Improv-ing on Soft Skills
Who knew Improv could be such a great team building exercise? If you are working with a new team in your organization, you should consider it, as DAC delegates found out to their surprise and delight. The Virtual Night at the Improv session was more than a hoot: delegates also learned a lot about communication skills in four skill-building games. Here’s what happened:
The Greatest Recovery on Earth
Evelyn Jacks, President and Founder of Knowledge Bureau opened the Virtual Distinguished Advisor Conference this week with a key insight: a global economic crisis and recovery of this magnitude will require a new approach to tax and financial advisory practices. Citing the many threats investors face - and the pandemic is not the only trigger – Evelyn set the stage for the Greatest Recovery on Earth and its implications over the long term for Canadian taxpayers and investors, as well as the many ways advisors can help their clients through the recovery.
DAC 2021 New Advisor Award Winner: Lewis Kent
Let nothing stand between you and your relationships. That’s the powerful mantra that has propelled Lewis Kent to exponentially build his financial advisory practice with the physicians on the front line of the pandemic. Guiding these tireless professionals in their financial health has earned Lewis the distinction of the 2021 Distinguished New Award Winner at the Virtual Distinguished Advisor Conference, October 18.
New Online Course Brings the Wisdoms of DAC to Those Who Missed It
Did you miss the 2021 Distinguished Advisor Conference? Good news! Knowledge Bureau has captured the incredible insights and wisdoms from this outstanding educational event in a new certificate course entitled: Integrated Practice Management Solutions now available. Check out the description below and register before the end of this month to save $200.
Provide a Year End Checklist of Tax Facts for New Canadians
Navigating our tax system can be challenging for most; yet it can have a significant impact on a newcomer’s financial life. The good news is Canada’s tax regime it is very generous, especially for families with low incomes. At year end, there is an excellent opportunity for advisors to gain – and retain - new clients before the tax season rush, with information sessions designed to empower new Canadians. Are you working with newcomers to Canada? Here is a brief case study and six important tax concepts to discuss:
