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Evelyn Jacks

Evelyn Jacks

Evelyn Jacks, founder and President of Knowledge BureauTM, is one of Canada’s most respected educators in tax and financial literacy and a prolific financial author. She has penned 51 best-selling books on tax preparation and tax-efficient family wealth management. She was recently named one of the Top 25 Women of Influence in Canada for the second time.

Knowledge Bureau is Canada’s leading national post-secondary educational institute for continuing professional development of advisors in the tax and financial services.

Founded in 2003, Knowledge Bureau publishes and delivers certificate courses leading to the prestigious MFATM (Master Financial Advisor) designation, which provides core specialization opportunities in tax, retirement, business succession and estate planning for multi-disciplinary practices.

Through online courses and live learning events taught by industry leaders, over 10,000 professionals have earned the certifications, diplomas and professional designations they need to fill knowledge gaps, excel in their careers and position their professional practices for change and growth.

Evelyn has been influential in advising governments on tax and financial literacy policies. She was appointed by former Finance Minister Jim Flaherty to the Federal Task Force on Financial Literacy, and by the Premier of Manitoba to the Lower Tax Commission, to advise on the direction of the provincial tax regime. She is co-founder of 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, most recently in MoneySense Magazine, The Toronto Star, and for the Toronto Stock Exchange. She appears regularly on CBC Newsworld, CTV News, BNN, and regional television and radio outlets. She tweets @evelynjacks and blogs at


When to report forgivable CEBA loans

By Evelyn Jacks (Published on 02-01-2021)

CPP options for the New Year

By Evelyn Jacks , Walter Harder (Published on 01-05-2021)

CERB: Gross (and net) confusion for small biz

By Evelyn Jacks , Beth Graddon (Published on 12-15-2020)

Year-end tax planning: Recover missing tax savings

By Evelyn Jacks (Published on 11-27-2020)

CPP premiums to rise in 2021

By Evelyn Jacks (Published on 11-10-2020)

Tax-filing countdown

By Evelyn Jacks , Beth Graddon (Published on 09-24-2020)

Seven strategies to cope with financial fallout

By Evelyn Jacks (Published on 08-21-2020)

Feds ramp up CERB compliance

By Evelyn Jacks (Published on 07-09-2020)

The perils of filing tax returns late

By Evelyn Jacks (Published on 06-04-2020)

Six pandemic benefit tips for seniors

By Evelyn Jacks (Published on 05-20-2020)

Feds roll out interest-free loan program for business

By Evelyn Jacks (Published on 04-23-2020)

Some clarity on the emergency wage subsidy program

By Evelyn Jacks (Published on 04-15-2020)

More revisions to the emergency wage subsidy program

By Evelyn Jacks (Published on 04-10-2020)

Federal government’s anti-virus financial measures

By Evelyn Jacks (Published on 03-20-2020)

How to come clean with the CRA

By Evelyn Jacks (Published on 03-03-2020)

Six tips on using spousal RRSPs

By Evelyn Jacks (Published on 02-20-2020)

Get help with tax debt now!

By Evelyn Jacks (Published on 01-29-2020)

Federal Economic Report: debt and taxes

By Evelyn Jacks (Published on 01-14-2020)

New Basic Personal Amount for 2020

By Walter Harder , Evelyn Jacks (Published on 12-19-2019)

In the news: CRA prescribed rate unchanged, OAS increase

By Evelyn Jacks (Published on 07-08-2019)

When you owe money to the CRA

By Evelyn Jacks (Published on 06-18-2019)

Tax auditors calling? Know your rights

By Evelyn Jacks (Published on 06-06-2019)

One month left to file proprietorship return

By Evelyn Jacks (Published on 05-14-2019)

3 secrets to retirement income success

By Evelyn Jacks (Published on 04-16-2019)

Federal budget impacts investors, employees, retirees

By Evelyn Jacks (Published on 03-28-2019)

The trouble with tax refunds

By Evelyn Jacks (Published on 03-05-2019)

Spousal RRSP a Valentine gift that keeps on giving

By Evelyn Jacks (Published on 02-14-2019)

Tax checklist for rental property owners

By Evelyn Jacks (Published on 02-07-2019)

What’s new in taxes for 2019?

By Evelyn Jacks (Published on 01-15-2019)

Smart tax moves and audit busters for 2019

By Evelyn Jacks (Published on 01-03-2019)

Year-end tax planning: executor’s obligations

By Evelyn Jacks (Published on 12-04-2018)

Delinquent tax returns?

By Evelyn Jacks (Published on 11-01-2018)

Medical expenses a prescription for tax savings

By Evelyn Jacks (Published on 10-16-2018)

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