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Please select this option to search for activities added within the last 60 days.

  • N/A
    1 Credits
    Ongoing Activity

    Tax-Efficient Accumulation of Income and Capital

    Knowledge Bureau

    Understand how tax efficiency will be instrumental in planning different income sources for clients and, in the process, direct the continued accumulation, growth and preservation of capital because ...

  • N/A
    1 Credits
    Ongoing Activity

    Corporate Class Investing

    Knowledge Bureau

    Corporate class funds play an important role in planning a family's portfolio, and provide an opportunity for you to explain to clients the importance of income diversification and income splitting in ...

  • N/A
    1 Credits
    Ongoing Activity

    Tax Planning for Death of a Taxpayer

    Knowledge Bureau

    The purpose of this module is to address the issues of planning for transition of resources upon the death of a taxpayer - that powerful financial moment that officially ends retirement and begins the ...

  • N/A
    1 Credits
    Ongoing Activity

    Year-End Tax Planning

    Knowledge Bureau

    In this module, you'll learn how to actively participate in year-end tax planning activities that will help clients minimize income tax and create plans for tax-efficient investing. ...

  • $70.00
    1 Credits
    Winnipeg

    How Investors Earn Income from Capital

    Knowledge Bureau

    The student will understand how tax efficiency contributes to the ability to grow more income in the present so that the family can build capital to secure the opportunity to future income sources. ...

  • $70.00
    1 Credits
    Winnipeg

    Family Income Splitting

    Knowledge Bureau

    Students will lean how to use the income tax rules to the best advantage for the family for creating and preserving tax efficient wealth. Discussion topics are, but not limited to, attribution ...

  • $70.00
    1 Credits
    Winnipeg

    Owner Manager Compensation Issues

    Knowledge Bureau

    Students will learn the tax consequences for a shareholder in a corporation who may draw money from the corporation by way of a loan. Special rules apply here to tax the shareholder on such loans, and ...

  • $70.00
    1 Credits
    Winnipeg

    Salary Planning for Family Business Members

    Knowledge Bureau

    Students will gain an understanding of the nature of an employment relationship and the circumstances in which the payment of a salary is the preferred method of compensating owners. They will also ...

  • $70.00
    1 Credits
    Winnipeg

    Dividend Planning for Family Business Members

    Knowledge Bureau

    Students will study the application of integration concepts to a corporation and a shareholder and to assess how well integration works. Also students will gain the ability to identify how the tax ...

  • $70.00
    1 Credits
    Winnipeg

    Tax Changes for Retirees

    Knowledge Bureau

    Students will study the recent changes in income tax rules and how they apply to planning for the three phases of retirement: pre-retirement, in-retirement and post-retirement. Included in the study ...

  • $70.00
    1 Credits
    Winnipeg

    Retirement Readiness: Public Sources

    Knowledge Bureau

    Students will learn Canadian governments are invested with Canadians in their future retirement savings with two public pension programs. One is based on mandatory contributions by workers and their ...

  • $70.00
    1 Credits
    Winnipeg

    Retirement Readiness: Private Sources

    Knowledge Bureau

    In this module students will explore how the addition of tax assisted private savings can be used to accumulate, grow and preserve wealth from tax erosion, and to maximize and enhance lifestyles in ...

  • $70.00
    1 Credits
    Winnipeg

    Planning for Survivors: Structuring Personal Income and Assets

    Knowledge Bureau

    Students will study that during the accumulation, growth, preservation and transition of wealth in the three phases of retirement, investment choices made in preparation for retirement must address ...

  • $70.00
    1 Credits
    Winnipeg

    Retiring the Unincorporated Business

    Knowledge Bureau

    Students will learn there are certain compliance rules to be followed when a business ceases or when a business is later replaced. In particular, the tax practitioner must know how to report the ...

  • $70.00
    1 Credits
    Winnipeg

    Advising Families on Wealth Management Issues

    Knowledge Bureau

    Students will learn how to incorporate "real Wealth Management" into the financial planning process for entrepreneur and business owner clients. Student will recognize the various planning ...

Showing 1 - 15 of 21 total records