Win your way to DAC 2017!

Posted in: Strategic Thinking
It’s been a couple of months since we last ran our trivia contest for a chance to win attendance at the upcoming Distinguished Advisor Conference in Kelowna on November 5-8. So here is the question for August:

The New CE Summits are still the “Best Ever”!

Posted in: Strategic Thinking
Back in June, we told you that our popular Distinguished Advisor Workshops (DAW) were being renamed to CE Summits to bring you even more expert ideas. In case you missed it, here's everything you need to know:

People in the News

Posted in: Strategic Thinking
When commenting about the “Understanding Family Dynamics” course, David Bwamiki from Primerica said: “My objectives were met because the course presented real-life examples that I often encounter.”

Morneau’s Proposals Wreak Complexity on Canada’s Entrepreneurs

VIA: Knowledge Bureau Posted in: Strategic Thinking
A Special Knowledge Bureau Report: Buried at the height of summer holidays, the Finance Department has released a significantly complex and potentially punitive proposal to change the integration of the personal and corporate taxation system for private enterprises and provided a mere 75 days to provide feedback. 

Proposals Tax Kids Working in The Family Business

By: Evelyn Jacks Posted in: Strategic Thinking, Tax Planning
The proposed changes to the taxation of private business income and equity, released on July 18, 2017, will affect the income paid to family members who are not actively engaged in the business, as well as limit their access to the Capital Gains Exemption.

Big Change Proposed for Tax on Passive Investment Income in a Corporation

By: Evelyn Jacks Posted in: Strategic Thinking
The Finance Department is proposing alternatives to the taxation of passive income earned in a private corporation. This will dramatically alter after-tax income results, essentially taxing the income earned by corporate investing at the top marginal rates and then taxing distributions once more at personal tax rates.