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Tax Literacy: Helping Canadian Newcomers Settle In

Posted: July 10, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking , tax preparation, Financial Literacy, tax credits, knowledge bureau, Evelyn Jacks, income tax estimator, tax filing, tax courses, non-refundable tax credits, distinguished financial advisor, financial education, immigration, Canada immigration, newcomers to canada, Canadian residence, residence period, tax credits for immigrants, Canadian emigration, expenses and deductions

Did you know that 1,212,075 new immigrants permanently settled in Canada from 2011 to 2016, representing 3.5 percent of Canada’s total population in 2016? Tax and financial advisors have a great opportunity to help with the financial affairs of these families, especially because the tax rules are somewhat different for these residents.

Evelyn Jacks: Professional Back to School Tax Savings Tips – Part 2

Posted: September 04, 2013
Posted in: Breaking News, Tax Planning , tax credits, non-refundable tax credits

Last week I shared some tax tips that will help you as you plan your children's activity agendas for the year. This week I provide some tips on claiming credits for others expenses such as child care, medical, and transportation as well as how to recover refunds or missed claims.

Disability Awareness: Non-Refundable Tax Credits

Posted: July 03, 2013
Posted in: Strategic Thinking, Think Tank, Tax Planning , disability awareness, non-refundable tax credits

Our Disability Awareness series concludes this week with a look at non-refundable tax credits that can be claimed on the tax return. These articles are excerpted from Jacks on Tax, by Evelyn Jacks.