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Meeting of the Minds: 360 Degree Trigger Tour, March 22
Economic uncertainty, war, inflation, rising interest rates, market volatility and looming tax change – all have led to significant financial triggers to keep Real Wealth Managers on their toes. How can one person ensure that their client's holistic wealth plan is maximizing Real Wealth (sustainable inter-generational wealth after taxes, fees and inflation) when so many triggers occur at once?
Coming Soon…Canada’s Most Up-to-Date Personal Income Tax Course!
Keep an eye on your email for your VIP access to enrol in Canada’s most-up-to-date income tax course…coming soon from Knowledge Bureau. This is a great course on personal taxation if you are new to the business as well as a solid refresher for experienced professional tax accountants. Learn the fundamentals of T1 income tax preparation and planning in this course as well as what has changed and what is coming for the next tax year. Today, we’re giving you a sneak peek...
Is Equality the Same as Equity for Women?
The theme of this year’s International Women’s Day on March 8th is #EmbraceEquity. It is an attempt to address the fact that Equality is not the same as Equity. Especially for women. Equality means each individual or group of people is given the same resources or opportunities. Equity recognizes that each person has different circumstances, and allocates resources and opportunities needed to reach an equal outcome.
Give Your Clients the Gift of Financial Literacy
Knowledge Bureau has introduced a brand new education tool tax and financial advisors can use with clients this tax and budget season, which may be of particular interest to newcomers to Canada and young new Canadians entering the workforce. The Finding Financial Freedom Collection is ideal – and a great gift - for anyone looking to improve their financial literacy and gain an understanding of the important role that income tax plays on financial health.
Payroll Issues Can Affect an Organization’s Most Valuable Resource
An incorrect approach to the technical side of payroll poses a risk to both employers and their employees: it can cost them money, cause them to incur penalties with the Canada Revenue Agency (CRA) or worse, face legal ramifications. Especially at this time of year (tax time) the pressure is on.
