Real Tax News You Can Use with Evelyn Jacks

Knowledge Bureau

Real Tax News - People Need to Know We Provide World Class Financial Education to Improve Wealth Potential and Secure Financial Futures. Knowledge Bureau is a certified, post-secondary institution which provides business and financial education to individuals, professionals and workplaces, leading to verifiable and specialized credentials. KB was established in 2003 by Founder and President Evelyn Jacks, an award winning entrepreneur, financial educator and best-selling tax and financial author. Knowledge Bureau also confers continuing education credit hours to professionals from a broad spectrum of industries, for the purposes of their continuing professional development requirements. Some of these programs may also be accredited by other third parties, including national organizations, regulators and associations. Finally, we provide “Education as a Service”: curriculum design, development, publishing and instructional delivery for professional development objectives in small, medium and large businesses. Visit us at learn.knowledgebureau.com

  1. Jun 26

    Automatic Tax Filing: Good or Not Good? With Gillian Petit

    Today we are talking about a new initiative coming soon to taxpayers across Canada from their tax department the Canada Revenue Agency: Automatic Tax Filing.   This is an initiative that has the potential to substantially alter our self-assessment system of taxation. The plan is for Automatic Tax Filing, to begin in earnest in 2027, if the government’s proposals get Royal Assent, which is expected. The government will then initiate a pilot project in the fall of 2026.  CRA will have the discretionary authority to fill in and file a tax return for an identified individual. This new system is aimed at getting more government benefits like the Canada Child Benefit or new Groceries and Essentials Benefit out to low or nil income Canadians with simple returns.   By March of 2029, for the 2028 tax return, it’s anticipated that 5.5 Million returns will be filed for eligible individuals.   Gillian Petit is a  Ph.D. in Economics, Department of Economics, at the University of Calgary, who has a  Juris Doctorate, Faculty of Law, and an MA in Economics from Queen’s University. She is currently a Post-Doctoral Researcher and Senior Research Associate, Department of Economics, University of Calgary and has recently written an important paper for the Institute for Research on Public Policy Entitled, Automatic Tax Filing: Welcome News for Lower-Income Canadians, but There’s More to Do.  learn.knowledgebureau.com

    28 min

  2. Jun 11

    Alternative Investment Strategies - With Aaron Dubnicoff

    Enter alternative assets—a diverse array of investment opportunities spanning private equity, real estate, cryptocurrencies, renewable energy projects, and collectibles. These assets are increasingly accessible to retail investors now.  And we have a special guest that can help us understand alternatives better today Geoff.  Today we’ll drill down deeper with my friend Aaron Dubnicoff of Arrow Capital Management Inc.  Aaron Dubnicoff is the Managing Director of Sales at Arrow Capital Management Inc. where he has been educating investors and their advisors for the last five years on the challenges of navigating a complex global economic environment.  He is a graduate of the University of Winnipeg. Arrow Capital Management Inc. is registered as an Investment Fund Manager and Portfolio Manager. The information discussed in this podcast is for educational and informational purposes only and does not constitute an offer to sell or a solicitation to buy any securities. Commissions, trailing commissions, management fees, and expenses may all be associated with mutual fund and alternative fund investments. Please read the applicable prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. Alternative investments and liquid alternative strategies may involve leverage, short selling, and other investment practices that involve special risks. Investors should consult with their financial advisor to determine if any investment is suitable for their particular circumstances before making any investment decision. Arrow Capital Management Inc. is headquartered in Toronto, Ontario. For more information, visit www.arrow-capital.com learn.knowledgebureau.com

    22 min

  3. Jun 5

    Women And Their Money with Esther Findlay

    Women are highly successful business owners and entrepreneurs, often outperforming men in areas like revenue generation and job growth. Women focus on sustainable, long-term growth and high-efficiency teams, even while overcoming significant obstacles in securing venture capital funding.   Most importantly, as of 2023, women controlled an estimated $60 trillion in assets under management (AUM), and that is equal to about 34 percent of global AUM.   Yet financial services firms are only now starting to recognize the unique goals and preferences of female investors and that’s the subject of our conversation today.  To help us understand these issues we have a very special guest today, my friend, Esther Findlay Esther Findlay is the SVP, Business Development for Western Canada and Chair of IG Women, Wealth & Wellbeing.  In this role, she leads business development strategies across Western Canada while championing programs that support women’s financial confidence, wellness, and long-term success. She previously served as SVP for IG’s national Planning Specialist Network leading Insurance and Estate Planning Specialists and Mortgage Planning Specialists and as President and UDP of IG Securities. Esther joined IG Wealth Management in 1990 and has held progressive leadership roles across Western Canada, earning distinctions including the Master Director Award. She is also a recipient of Wealth Professional’s Women of Influence Award and two Heart Truth awards from the Heart & Stroke Foundation. She holds a Business Administration diploma and the Chartered Financial Planner (CFP), Personal Financial Planner (PFP), and Registered Retirement Consultant (RRC) designations. Married to Keith Findlay, CPA and proud mother of Jonaus and Noah. learn.knowledgebureau.com

    29 min

  4. May 22

    Wealth Transition Planning with Larry Frostiak

    Larry Frostiak provides business and tax advice to owner-managed enterprises, including financial and wealth management services to assist clients in building “tax-efficient” business and corporate structures. Larry also specializes in providing clients with estate and trust services. He is a founding partner of Frostiak & Leslie Chartered Professional Accountants Inc. and was elected a fellow of the Manitoba Institute of Chartered Accountants. He holds the FCPA, FCA, CFP, TEP, RWM™, FDFS™ credentials. He is also the bestselling author of Master Your Investment in the Family Business, published by Knowledge Bureau.  Today we are talking about a very important topic for all families in an aging population – wealth transition planning. It’s more difficult than you may think and older generations – the boomers, the Gen Xers and their adult children – may not be having clear or timely enough discussions. This has personal implications, but also tax implications.     So let’s unpack this! learn.knowledgebureau.com

    28 min

  5. May 15

    Giving To Charity With Tax Benefits - With Michael Flux

    Michael Flux is a wealth advisor at Connor, Clark and Lunn Private Capital with 23 years of experience working with clients in helping them make strategic philanthropic decisions. He is a CFA, CFP, and an MFA-P.  ·        What are the benefits of philanthropy for you, your clients and the advisors               you work with? ·        Can anyone be a philanthropist?  ·        How do you open your conversation with your clients about philanthropy -               with tax or philanthropic giving?  ·        What are Donor-Advised Funds and why are they so popular? ·        What are other ways to give? ·        People who are more intentional about their giving tend to give more, and               more frequently.  How can giving be better planned and democratized? ·        What does success look like in your view? Make sure to subscribe to the Knowledge Bureau Report! learn.knowledgebureau.com

    21 min

  6. May 8

    Master Your Tax Efficient Retirement With Doug Nelson

    The most common question people have when thinking about their retirement is “Will I have enough?” But reframing that question to “How Much is Enough” can help people focus the process of getting to their ideal number and then discover a new chapter that begins with “What is the Purpose of this Wealth? That’s why Mastering Your Retirement early in life is so important.  If you enjoyed this episode, you'll love the Knowledge Bureau Report - It's free! Make sure to subscribe at learn.knowledgebureau.com learn.knowledgebureau.com

    28 min

  7. Apr 24

    Tax and the Family Business Time Bomb with Jenifer Bartman

    Heading into 2026, there are huge financial concerns for Canadian family small business owners:  persistent cost pressures, a shifting political and economic landscape, and the urgent need for leadership transition. Some would say, in the negative that Canada risks losing control over its economy if the transition of small businesses “the silver tsunami” doesn’t go well.  Some would call it a succession crisis with over $2 Trillion in business assets at risk over the next decade.   ·        What are the key risks of these external environment factors? ·        Are there opportunities? ·        What are some of the key areas that business leaders should be focusing on? learn.knowledgebureau.com

    26 min

  8. Apr 17

    Big Bang Tax Reform with Dr. Jack Mintz

    Don’t you think it’s time for a major tax reform to remove economically damaging high marginal tax rates on middle and upper income earners?  Raise your awareness about the powerful tax policies that could raise your standards of living.  learn.knowledgebureau.com

    28 min
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About

Real Tax News - People Need to Know We Provide World Class Financial Education to Improve Wealth Potential and Secure Financial Futures. Knowledge Bureau is a certified, post-secondary institution which provides business and financial education to individuals, professionals and workplaces, leading to verifiable and specialized credentials. KB was established in 2003 by Founder and President Evelyn Jacks, an award winning entrepreneur, financial educator and best-selling tax and financial author. Knowledge Bureau also confers continuing education credit hours to professionals from a broad spectrum of industries, for the purposes of their continuing professional development requirements. Some of these programs may also be accredited by other third parties, including national organizations, regulators and associations. Finally, we provide “Education as a Service”: curriculum design, development, publishing and instructional delivery for professional development objectives in small, medium and large businesses. Visit us at learn.knowledgebureau.com

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