It’s more important than ever for Millennials and their Boomer parents to start discussions about multi-generation tax, retirement and financial planning, and after dinner story-telling over the holidays is a great way to start a new financial journey in 2016. Just how do you build a Wealth Purpose with a Tax Strategy? Evelyn Jacks’ Family Tax Essentials will provide you with some great new ideas!
“Evelyn Jacks shows Canadian families how to use tax planning to save thousands over the years through family income splitting and asset accumulation. This book is a must-read if you want to build wealth and achieve your financial goals.” Gordon Pape, bestselling author of Tax Free Savings Accounts.
“Average people have neither a Wealth Purpose nor a Tax Strategy for achieving it,” says author Evelyn Jacks, “What is a Wealth Purpose? It’s a finite goal; one that will help you achieve financial freedom. If you want to be wealthy, and the odds are good you will be, you’ll have one. When you add a Tax Strategy, you’ll reach your financial finish line faster. That buys you more time to live your Life Purpose.”
You are invited to meet Chet and Catherine and experience a snapshot of their financial life. This newly engaged couple work at establishing their secure financial future by planning family tax matters together with their parents and their trusted accountant, Malcolm. In the process, they learn to improve their families’ Wealth Potential by learning important tax strategies.
In this book, Evelyn’s 52nd, you too can learn the six steps in building a Wealth Purpose with a Tax Strategy:
- STRATEGIZE: Create Your Wealth Plan
- COMPLY: Get Expert Tax Help
- CONSUME: With Low-Taxed Dollars
- SAVE: With Tax Assistance
- GROW: Manage Your Money Buckets
- PRESERVE: Live Your Wealth Purpose!
What made Chet and Catherine successful in their financial life a definitive approach to their money matters, enabled by a deliberate process for financial success. Also, because of an excellent relationship with their trusted financial advisors, great conversations with their parents, and a resolve to know more about their financial future, they were able to achieve both short and long term goals faster than the norm, by paying attention to their tax advantages.
Evelyn Jacks is Canada’s most respected educator in tax and financial literacy and one of Canada’s most prolific financial authors. She has penned 52 books, many of them bestsellers, including Jacks on Tax, Essential Tax Facts and Make Sure It’s Deductible. She was recently named one of the Top 25 Women of Influence in Canada for the second time.
Evelyn is also the Founder and President of Knowledge Bureau, Canada’s leading national educational institute for continuing professional development in the tax and financial services. Evelyn has developed curricula for hundreds of certificate courses leading to the prestigious MFA™ (Master Financial Advisor) and DFA-Tax and Bookkeeping Services Specialist™ Designations.
Evelyn has been influential in advising governments on tax and financial literacy policies. She was appointed by former Finance Minister Flaherty to the Federal Task Force on Financial Literacy, and by the former Premier of Manitoba, Gary Filmon, to the Lower Tax Commission, to advise on the direction of the provincial tax regime. Recently she has co-founded the Manitoba Financial Literacy Forum in partnership with the Manitoba Securities Commission, dedicated to increase financial literacy in that province.
She is also a well-known national commentator, keynote speaker and budget analyst who has written thousands of articles, and spent countless hours teaching millions of average Canadians about their rights and opportunities in filing tax returns, volunteering her time on newscasts, chatrooms and talk shows from coast-to-coast.
Evelyn has been a role model for women in business. Amongst her accomplishments, Evelyn is a past President of the Manitoba Club, Western Canada’s oldest private business club and the recipient of the Rotman School of Business Canadian Woman Entrepreneur of the Year.