Immigration: Education Upgrades Provide Employment Opportunities

Posted in: Strategic Thinking, tax courses, Canadian economy, bookkeeping courses, immigration, employment for immigrants, diversity, newcomers to canada, immigrants, refugees, employment for refugees
The role advisors can play in helping new immigrants, and the importance of immigration and diversity in Canadian society, were central themes at DAC last week. Now, with a timely release, Statistics Canada has published new data on the important impact education has on immigration, pointing to valuable opportunities for new Canadians in the tax and financial services.

Gender Equality: Gaps Remain in Leadership

Posted in: Strategic Thinking, gender gap, gender equality, Canadian economy, women in business, Canadian business, entrepreneur, business development, leadership, diversity, equality, business management, gender parity
New data shows that tracking gender pay gaps is not a priority for Canadian businesses, despite government efforts to bring the issue to the forefront.

DAC:“The Best Quality CE Credits in Canada”!

Posted in: Strategic Thinking, DAC, tax services specialist, distinguished financial advisor, Puerto Vallarta, DFA, bookkeeping services specialist, DAC 2018, Graduates in the news, grads in the news, DAC 2019
The Distinguished Advisor Conference (DAC) was the best yet in its 15-year history, held in Quebec City last week. Not only were the educational sessions delivered by Canada’s top thought leaders in tax and wealth planning issues; the networking was outstanding. Check out our picture gallery (coming soon!) and this glimpse of comments from those who were there:

Death in the Family: Executors’ Obligations

By: Evelyn Jacks Posted in: Strategic Thinking, CRA, executor, Evelyn Jacks, tax filing, Death of a Taxpayer, final returns, rights and things returns, Tax Accounting on Death of a Taxpayer
Year-end can be a particularly difficult time for those who have lost a loved one during the year. But it’s important to see a tax specialist when someone in the family dies, to file any tax returns that may be outstanding on time, adjust prior-filed returns, and to claim specific tax benefits that can help to pay for end-of-life costs.

Eldercare: Adjusting for The High Cost of Financial Comfort

By : Beth Graddon & Evelyn Jacks Posted in: Strategic Thinking, income, wealth, Bank of canada, Essential Tax Facts, retirement planning, tax-efficient retirement planning, interest rate, median income in Canada, comfortable living, Stephen Poloz, Governor, Edward Jones
How much income do Canadians think they need annually to lead a comfortable life and how realistic is it? According to a poll by Edward Jones, it’s a figure that’s over $250,000—one that could grow as interest rates and the needs of the elderly continue to rise. It’s a topic that created a vibrant conversation at the Distinguished Advisor Conference which concluded yesterday in Quebec City.

Legalized Marijuana May Present New Business Liabilities

Posted in: Strategic Thinking, DAC, Human rights, Small Business, disability awareness week, entrepreneur, Business Builder Retreat, business law, Philippe Richer, business owner, business liabilities, accomodating addiction, Executive Business Growth Specialist
Cannabis problems at work? It’s one grey area that remains following Canada’s recent marijuana legalization, and employers need to know their obligations with regard to accommodating employees with addictions. Lawyer Philippe Richer weighs in on this important employment issue, which he says is the single largest area of potential liability for businesses.