DAC in Puerto Vallarta 2019: Take Advantage of Instalment Plan!

Posted in: Strategic Thinking, Evelyn Jacks, distinguished advisor conference, Michael Geist, DAC speakers, grads in the news, Jack Mintz, DAC 2019, Delegates, DFA - Tax Services Specialist, DAC testimonials, DAC sessions, DAC in Puerto Vallarta
Make a great decision to experience education differently in 2019 – and earn 15 CE Credits. Register early for next year’s Distinguished Advisor Conference (DAC) in Puerto Vallarta, Mexico. Access to an easy pay instalment plan ends November 30.

Fall Economic Statement: Tax Incentives for Corporations

By: Evelyn Jacks Posted in: Strategic Thinking, federal budget, finance canada, Morneau, Minister of Finance, Fall Economic Statement, budget 2018, Fall Economic Update, Fiscal Report, Corporate Tax Changes
Canada has been in a strong economic position since 2015, but dark clouds are on the horizon as global economic growth has peaked and deficits are expected to grow. This is what Finance Minister Morneau faces as he unveiled his November 21 Fall Economic Report.

Competitiveness Challenge: Are New Corporate Tax Changes Enough?

By : Walter Harder & Evelyn Jacks Posted in: Strategic Thinking, corporate tax, federal budget, capital cost allowance, Canadian economy, finance canada, Canadian business, Morneau, Minister of Finance, budget 2018, Fall Economic Update, Fiscal Update
Canada’s competitive advantage in the global economy has been of concern since corporate tax reforms were introduced in the United States earlier this year, and especially after Finance Canada’s ill-fated attempt to reform the corporate tax system a year ago. Finance Minister Morneau delivered his response to the current challenges by proposing the acceleration of some Capital Cost Allowance measures in the November 21 Fall Economic Update.

Fall Economic Statements: Ontario First, then the Federal Government

Posted in: Strategic Thinking, economic update, federal budget, Canadian economy, finance canada, Breaking News, Morneau, Fall Economic Statement, budget 2018, provincial budget, fall federal economic statement, provincial defecit, Federal defecit
The Fall Economic Statement from the federal government is being released later today – Wednesday, November 21. Knowledge Bureau Report will bring you breaking news and insights in a special report tomorrow! Meanwhile, Ontario made some interesting tax changes.

The New Philanthropic View: Impactful, Charity-Minded Millennials

By : Beth Graddon Posted in: Strategic Thinking, Strategic Philanthropy, charitable giving, Millennials, philanthropy, legacy, donations, CAGP, Spire Philanthropy, impact investing, charity, millennial
A recent study shows that millennials care more about others than any other generation in recent history. But, the data also identifies an important gap: 49 percent don’t have a will at all, and only 31 percent have a will that’s up-to-date. Without proper estate planning, their assets may never end up in the hands of the organizations millennials want to invest in to make a difference.

Essential Tax Tips for Snowbirds

Posted in: Strategic Thinking, snowbirds, cross border taxation, CE summits, Dean Smith, Canadians abroad, U.S. tax, Cadesky Tax, U.S. residency, substantial pretense test, closer connection argument
Many Canadian snowbirds have already headed south for the winter, and recent retirees making this a part of their lifestyle for the first time should be diligent in understanding the tax rules that affect them before year-end.