Get Ready for 2019: Six Great Tax Moves and Audit-Busters

By: Evelyn Jacks Posted in: Strategic Thinking, knowledge bureau, Evelyn Jacks, Essential Tax Facts, tax tips, tax courses, personal income tax, audit-buster, tax moves, 2018 tax, T1 filing
Gift the gift of knowledge throughout 2019! Make increasing your clients’ tax literacy your 2019 new year’s resolution, and share these essential tax moves and audit-busters that will help them in their dealings with the CRA next year.

Ranking Canada’s Tax System: Compliance Burden Not So Bad?

By : Beth Graddon Posted in: Strategic Thinking, CRA, Canada Revenue Agency, income tax, Taxpayers' Ombudsman, tax calculators, business taxation, CRA service standards, Income Tax Courses, taxes, Canadian tax
It takes 131 hours per year for the average small business to comply with CRA demands, but that’s actually not that bad, comparatively speaking, according to some recent reporting.

In-Kind Donations: 94% of Canadians Make Them

Posted in: Strategic Thinking, Strategic Philanthropy, tax credits, charitable giving, charitable donations, registered charities, donation tax credit, charitable donations credit, in-kind donations, non-monetary donations, advantages
There are tax advantages that encourage giving back to the less fortunate this holiday season – it’s a tax gift that keeps on giving. But giving has taken on an interesting trend: not all donations made by charity-minded Canadians are monetary. In fact, Statistics Canada reports that 94% make in-kind donations each year, which includes items like clothing, toys, household goods, or food.

DAC Delegates in the News: Chenine Humphrey, DFA – Bookkeeping Services Specialist

By : Posted in: Strategic Thinking, DAC, distinguished advisor conference, Graduates in the news, grads in the news, DAC 2019, DAC testimonials, DAC in Puerto Vallarta, Delegates in the News, Chenine Humphrey
Chenine Humphrey attended the Distinguished Advisor Conference (DAC) for the third consecutive year and shares her enthusiasm for the experience: “There just simply are no bad speakers at DAC. I literally sat riveted at the edge of my seat, gleaning a wealth of information and knowledge throughout the conference!”

Options for Registered Pension Plans on Retirement

By: Walter Harder Posted in: Strategic Thinking, rrsp, retirement savings, RPP, retirement income, CPP, RRIF, Walter Harder, Registered Pension Plan, annuity, life annuity, Registered Pension Plan Annuity Contracts, Retirement and Succession Services Specialist
What options do your clients have for receiving their Registered Pension Plan (RPP) entitlement, as they approach retirement? The Canada Revenue Agency has just released some guidelines that may help.

Educate Your Clients: Six Essential Tax Tips for 2019

By: Evelyn Jacks Posted in: Strategic Thinking, tax preparation, Financial Literacy, Evelyn Jacks, Essential Tax Facts, tax tips, tax filing, financial education, tips for taxpayers
Share the gift of education with your clients this holiday season! By discussing the six essential tax tips your clients need to know for 2019 and beyond, you can help Canadians become more informed on the tax-efficient decisions that will improve their financial health in the new year.