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Tax Tips: The Disability Amount: The Most Lucrative Tax Credit

By: Evelyn Jacks Posted in: Strategic Thinking, Current Issue
Do you know what one of the most missed credits on the personal tax return is?  It’s the Disability Tax Amount, a substantial non-refundable tax credit valued at $7899 in the 2015 tax year; 8001 in 2016.  It can be claimed by someone who is markedly restricted in the activities of daily living on a permanent basis, or by their supporting individual.

Reporting Dividends? Check Out These Tax Tips

By: Evelyn Jacks Posted in: Strategic Thinking, Current Issue
Dividends of taxable Canadian corporations enjoy preferred tax rates, but some complexities in reporting can plague unsuspecting filers. Here are some tips for last-minute filers:

Tax Tips for Paying Family Members in Your Business

By: Evelyn Jacks Posted in: Strategic Thinking, Current Issue
Income splitting is an excellent strategy to reduce a family’s tax load and it is even easier when you are self employed. Consider Steve, who currently makes $84,000 in his small unincorporated business in B.C. He wants to pay his new wife, Carin, half this amount, as they work together in the business. Can he do it? How much can he save?

Unemployed?  Check Out Consequences on the Tax Return

By : Knowledge Bureau Posted in: Strategic Thinking, Current Issue
Statistics Canada released new unemployment numbers for February on April 21, 2016, and unfortunately, on a year-over-year basis, there were close to 35,000 more EI beneficiaries this February than there were in the same month a year ago—an increase of 6.7%.

Dave Christianson Sets a High Bar as MC of DAC 2016

By : Knowledge Bureau Posted in: Strategic Thinking, Current Issue
Over the past 12 years the Distinguished Advisor Conference (DAC) has set a high bar for leaders in the professional financial services by encouraging strategic thought in their provision of wealth management advice.