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Financial Literacy Leader Releases Seniors Strategy in Winnipeg

Posted in: Breaking News, Investment & Retirement, Succession & Estate Planning, Tax Planning, Current Issue, senior financial literacy
Four main goals in enhancing financial literacy for seniors were announced on a beautiful fall day in Winnipeg last week by Minister of State Kevin Soreinson and Financial Literacy leader, Jane Rooney. 

Tax Court Criticizes CRA Forms in Recent Decision

Posted in: Breaking News, CRA News, Tax Planning, Current Issue, tax court
In Gibson v. The Queen 2014 TCC 236, appellant Joan Gibson was forced to go through lengthy litigation, despite her severe fatigue syndrome to fight the tax man, but she prevailed.

CRA Releases 2014 T4 Slip

Posted in: Breaking News, Tax Planning, Current Issue, T4 slip changes
The 2014 T4 slip is now available and contains a couple of changes of note.

CRA Consults with Businesses on Red Tape Reduction

Posted in: Breaking News, Tax Planning, Current Issue, CRA red tape reduction
Do you have red-tape reduction ideas that will assist businesses in their dealings with CRA? 

Evelyn Jacks: Ancient Tax Law Important in Family Cottage Succession

Posted in: Strategic Thinking, Succession & Estate Planning, Tax Planning, Current Issue, cottage succession
Tax and financial advisors should make an effort to review their clients adjusted cost base records as part of the annual Year-End Tax Planning routines now 'til the end of the year, especially if the family owns a taxable cottage property. 

Think With Us About Business Succession Planning

Posted in: Strategic Thinking, Succession & Estate Planning, Tax Planning, Current Issue, succession planning, year-end tax planning
Learn how to expertly advise business owners about year-end tax planning and the best way to manage after-tax family income and the investment in the family business to meet future goals at the Year-End and Business Succession Planning Bootcamp this November.