DAC 2017: The Best Education and Networking Event of the Year!

Posted in: Breaking News
Over the past fourteen years, the Distinguished Advisor Conference (DAC) has established its reputation as the most comprehensive and strategic educational conference available to tax and financial advisors. Experts and visionaries from all sides of the financial services industry offer their wisdom on how you can sharpen strategic and technical skills required to best serve your clients in this time of significant change.

People in the News

Posted in: Breaking News
Laramie Tan-Amit has gained confidence in her role as a Professional Tax Practitioner and Bookkeeper. “The designation has given me confidence and legitimacy as a practicing tax professional. Combined with my in-depth knowledge in accounting, I can better serve my clients thanks to the knowledge and skills I attained from the course.”

Use it Before It Disappears in 2018: The First-Time Donor’s Super Credit

By: Evelyn Jacks Posted in: Strategic Thinking
An important tax break is disappearing after 2017: The First-Time Donor’s Super Credit. This opportunity is of particular interest to advisors who work with higher-net-worth families and their adult children. In fact, discussing it as part of mid-year tax plan may make good sense for these taxpayers, especially if they wish to be strategic about their giving.

Millions Embrace Digital Filing but Average Refund is Down

VIA: Knowledge Bureau Posted in: Strategic Thinking
Canadians were treated to new technology this year and embraced it soundly: 7.3 million individual requests were received by CRA’s digital service Auto-Fill My Return, and 87% of all returns filed to May 15 used NETFILE or EFILE. However, you may be hearing complaints about smaller tax refunds this year. The averages appear to bear that out.

June 15 Deadline Coming Up Fast for Investors, Proprietors

By: Evelyn Jacks Posted in: Strategic Thinking
June 15 is an important tax filing deadline for seniors, investors and proprietors. The second quarterly instalment payment for the year is required on this date. So is the filing of the T1 return for proprietors and their spouses. It can be an expensive day, so it’s important not to delay in determining the amounts payable, especially since CRA has new resources to enforce delinquencies.

Veterans with Pensions Need Help

By : Knowledge Bureau Posted in: Strategic Thinking
Approximately 7,600 Canadian Armed Forces personnel leave the Canadian Armed Forces every year with significant tax-free resources for their future. This number includes about 1,000 personnel released for medical reasons beyond their control. They could use your help.