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Acuity 2024 – Welcoming New Partner AGA Benefit Solutions
With only a couple of weeks left to go until the 2024 Acuity Conference for Distinguished Advisors at the St. James Club in Montreal, November 10 – 12 Knowledge Bureau would like to recognize the contributions our partner organizations bringing their thought leadership to Montreal. We are pleased to be welcoming back AGA Benefit Solutions as a Bronze sponsor and invite you visit their booth in the exhibitor area.
October 20 – 26 - Small Business Week in Canada is Here
It’s the time to celebrate our innovative risk takers: the Canadian Entrepreneurs! Small Business week is Oct 20-26! And what a ride it has been! The economy and business environment has changed significantly for small business owners and now too, they are changing the environment as they transition in the workforce. But tax rules bring audit risk to new entrepreneurs as well as transitioning business owners. In short, there are plenty of demographic, economic and tax triggers that will help you open new conversations during Small Business and beyond in Canada. You may also wish to introduce to them the DMA™ Small Business Management Program, at a special rate, available only until the end of the month.
Marquis Firm of the Year: Onelife Wealth Management
Knowledge Bureau is pleased to announce that Onelife Wealth Management has been honored as the Marquis Firm of the Year and will receive this special award at the Acuity Conference for Distinguished Advisors, on November 10 at the St. James Club in Montreal. In this interview with Knowledge Bureau President Evelyn Jacks, advisor Christ Valentine, MFA, DMA, MFA-P, RWM, one of the 26 members in the firm, discusses why this award is especially meaningful.
RSVP Now: Year-End Tax Planning & Advanced T1 Tax Update
It’s enough to make some Canadians question “Should we stay or should we go?” Knowledge Bureau President Evelyn Jacks is pleased to welcome cross border expert Sharon Conrod and Financial Post tax columnist Kim Moody to help decipher how new capital gains inclusion rates, the AMT on donations, family business succession rules and cross border taxation all will be changed for year end tax planning 2024. Doug Buss will bring it all together from a Real Wealth Management perspective as the virtual event closes with retirement planning issues for 2024 and 2025.
Business Valuation: It Begins with the Value of Strategic Advice
Like people, businesses who survive the test of time, thrive over numerous lifecycles, dodging obstacles like economic and tax changes. Tax and financial advisors are important professional partners in the journey. This is especially true when business owners become so consumed with the day-to-day aspects of running their business that they spend less and less time working on the investment in the business itself. The advisory role is to help business leaders take a broader view of the company and in process, to shore up business value for an exit down the line.
