Are Your Clients Thinking of Retiring in 2023: Think Again?
There’s an argument to be made with high inflation, a shaky economy and possibly lacklustre returns – that this year is the worst year to retire.
Retirees NEED to know how long their assets are going to last. High inflation makes that tricky as retirees must draw down more income to pay for basics like groceries and gas.
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The Largest Wealth Transfer in History – $1 Trillion to Change Hands by 2026
According to a report by Toronto- based research firm Strategic Insight, approximately $1Trillion in personal wealth will change hands by 2026, with roughly 70 percent of that in the form of financial assets. In fact, this is already taking place, as Baby Boomers and Gen X transfer their wealth to Millennials and GenZ.
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The Advanced T1 Tax Update - We’ve Got You Covered For Tax Season
Knowledge Bureau’s Advanced T1 Tax Update is more than an incredibly fun and full day of shaking out the cobwebs and learning about the “dark tax horses” with colleagues from coast to coast! This tax update has got you covered for the entire tax season with great online resources: a comprehensive online certificate course featuring over 100 retention questions, Evergreen Explanatory Notes – a complete tax research library - plus Knowledge Bureau’s Discovery Tools – 16 sophisticated tax planning calculators!
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Tax Planning: How To Push Back on Economic Malais
Taxpayers need to quickly sharpen financial skills for the challenging times ahead, and a good way to start is to find the right advisor for their future, says Knowledge Bureau Founder and President Evelyn Jacks, best-selling tax financial author and award-winning educator. It’s also critically important for both parties to invest anew in their financial education, especially tax education, to push back on the economic malaise predicted for 2023.
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Embrace The Side Hustle: Stand out in the competitive tax services industry
Looking to increase your income or revenues in a tax or financial services practice? Embrace the demand new small business owners of a bustling “side hustle” have for qualified corporate tax services. Kickstart your career, earn more with new credentials and maximize your potential as a confident tax knowledge leader. Become a Distinguished Master Advisor by taking the new DMA Corporate Tax Services Specialist Designation Program.
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