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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?
Managing the Bull: What Investors Need to Know
Do you have clients who want to develop a Winner’s Mindset about money to achieve financial independence on his or her own terms? Treat them to a new Canadian bestseller, the second edition just published by Knowledge Bureau. Managing the Bull provides the secret sauce for financial decision-making in today’s uncertain times for a simple reason. It is written by a trusted advisor with over 35 years real experience advising real people and educating thousands more: Mr. David Christianson, BA, CFP, R.F.P., TEP, CIM
Exclusive: A Comprehensive Approach to Wealth Management
Many ultra-high net worth families have implemented a ‘family office” to focus on a collaborative and holistic approach to their wealth management. Famous examples include the DuPont, J.P. Morgan and Rockefeller Families. Now, this concept is democratized in the new Real Wealth Management™ Designation Program. Available this month, the new program brings required technical expertise, new conversation guides and a consistent practice management framework to formulate a strategic plan like minded professionals can work cohesively with as part of a client’s “outsourced” family office.
KB Grads in the News - Maria Cheng
Knowledge Bureau Designate, Maria Cheng shares how she believes that education is a life-long activity. Confident and trusted advisors, she says, should always equip themselves with current knowledge and skills to cope with a changing dynamic world. She also mentions that using collaboration and delegation skills properly increases team spirit and strengthens the trust relationship with clients. See what she had to say about her experience with the Real Wealth Management™ program.
New Minimum Tax and Career Extension Credits: Details Required
Knowledge Bureau has been looking closely at proposed tax and economic changes on the various party platforms, leading up to the September 20 election. The object is to delve into tax proposals that beg more detail, to enable a thoughtful exchange with candidates. This week: two proposals of interest to pre-retirees, many of whom are experiencing a delayed retirement in an uncertain time.
The Inflation Tax: Why Should We Be Concerned?
Are prices going up in your area? The topic of inflation has arisen as a key concern during the current election campaign. This, after news that inflation had risen to 3.7% in July, its highest rate in a decade. Why do financial advisors need to be able to address this issue with investors? Older clients who are bondholders may be especially concerned. Here’s why, from Dr. Robert Ironside, who writes in the Knowledge Bureau’s Real Wealth Management Program.
