All items in: Your Professional Development

Former CRA Veteran Keynotes at DAW Toronto

Posted: June 02, 2015
Posted in: Your Professional Development, Tax Planning
There are three certainties in life – death, taxes and change.  So, dealing with the Canada Revenue Agency (CRA) can prove a stressful interaction for both taxpayers and their advisors.  

Davis Christianson Opines: Critical Conversations Count

Posted: June 02, 2015
Posted in: Your Professional Development, Tax Planning
David Christianson, one of Canada’s Top 50 Wealth Advisors and this month’s featured guest speaker at DAW, says tax or financial advisors have the obligation to make critical conversations about what really matters our clients in the future, happen.

Safest Banks: Is Canada in the Top 10?

Posted: May 26, 2015 By: Evelyn Jacks
Posted in: Your Professional Development, Tax Planning
We generally believe, living in Canada, that we have the safest banking system in the world. Certainly we’re in the top 10, right?

Top Three Tax Tips for New Entrepreneurs

Posted: May 26, 2015 By: Walter Harder
Posted in: Your Professional Development, Tax Planning
When starting a small business, whether as a proprietorship or a corporation, entrepreneurs can fall into a number of tax traps. 

Rising Debt Levels: Bad News (and Good News) About Family Debt in Canada

Posted: May 26, 2015
Posted in: Your Professional Development, Tax Planning
A flurry of recent media activity has raised the red flag on how deep in the red most Canadians are, reporting that more people are carrying higher levels of debt than at any other time in history.

New Twist on Owner-Manager Compensation Planning

Posted: May 19, 2015 By: Alan Rowell
Posted in: Your Professional Development, Tax Planning
Financial Planners and Tax Specialists, together with Owner-Managers of Canadian Controlled Private Corporations (CCPCs) will need to review the compensation and retirement planning arrangements currently in place to ensure they are not eroded by recent federal tax changes.