Back to School Tax Breaks
Like tax season, back-to-school season rolls around annually with certainty. But in today’s inflationary environment, the start-up costs for getting the family organizing for the school year may seem daunting. The good news is that tax and financial advisors can help clients understand their tax planning options and manage all the receipts that can lead to tax breaks later in the spring during tax filing time. Here’s a primer of topics you may wish to discuss:
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Tax Tip: Clients Moving Away to School This Fall?
As students prepare to head to university or college this fall, tax and financial advisors have an opportunity to remind families about a potentially overlooked deduction. Students who move away to attend a post-secondary institution may qualify to claim moving expenses, but there are important income limitations that can make the rules less straightforward than they first appear.
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New Issues in Audit Defence: It’s About Retirement Readiness
Tax audit risk can be a real wealth eroder of retirement readiness, especially for business owners, retirees with new multiple sources of income and newcomers to Canada. Most of these clients are unprepared for how quickly the costs of unpaid balances due, penalties and compounding interest payments can grow. Evelyn Jacks, President of Knowledge Bureau, opens the September 23 CE Savvy Summit a renewed mission for advisors. Here are some of the compelling issues:
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Investing for the Crisis to Come: The Role of Alternatives
Mark Taucar, CFA, and Nicolas Johnson, FDFS™, will take the stage at the 2026 Acuity Conference for Distinguished Advisors with a new take on Alternatives: Investing for the Crisis to Come. Their November 23 session will explore how alternative investments can provide diversification, generate higher yields and enhance capital growth when traditional markets face volatility and disruption. For these reasons, we are pleased to welcome Platinum Sponsor Accilent Capital Management and Pavilion Flow Through Fund and innovative thought leaders Mark and Nicolas to DAC. Check out the critical issues:
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Draft Legislation Released July 23, 2026
While Canadians were enjoying the height of summer 2026, Finance Canada released draft legislation for a number of previously announced tax measures including new rules for the disabled, apprentices in the trades, those with automobile benefits, farmers on the prairies and business owners buying assets or remitting GST/HST. A consultation has been issued on the proposed new rules, which must be emailed to the department by September 4. There are some important changes, some summarized below, which will also be covered in the September 23 CE Summit.
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