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All items tagged with: tax changes

High Standards: Take-Aways from the Advanced Tax Update

Posted: January 29, 2019
Posted in: Strategic Thinking , CE summits, Delegates in the News, 2019 tax changes, advanced tax workshop, tax update, testimonials

It’s been a complex year of significant tax change, and our six-city CE Summit Workshop tour gave many tax and financial advisors a comprehensive refresher to prepare for the upcoming tax season.  If you missed it, the 355-page Knowledge Journal can still be purchased. Here’s what our delegates liked best about this sold out event:

CPP Premiums Going Up Soon – But There is Good News!

Posted: January 09, 2019
Posted in: Strategic Thinking , Evelyn Jacks, tax filing, federal budget, tax changes, CE summits, CE Summit, Canada Child Benefit, tax workshops, budget 2018, Canada Workers benefit, Income Tax Courses, Climate Action incentive Payments, Bill C-86, Budget Implementation Act, line-by-line tax update

The most awaited tax change for the broadest base of taxpayers is the legislation allowing the government to automatically compute the Canada Workers Benefit (CWB) for tax year 2019. This benefit will replace the current Working Income Tax Benefit. But, it requires designated educational institutions to report for each student whether they are studying on a full- or part-time basis so that their eligibility for the CWB can be determined.

Uncertainty Lies Ahead in 2019: Tax, Benefit and Economic Changes

Posted: January 08, 2019 By : Evelyn Jacks & Beth Graddon
Posted in: Strategic Thinking , Personal Tax, CRA, Federal Government, Canada Pension Plan, CPP, finance canada, business tax, Canada Workers benefit, carbon tax, 2019 tax changes, 2019 economic forecast, tax facts 2019

Happy 2019! Welcome back to Knowledge Bureau Report and to what’s sure to be a fascinating year for interpreting tax and financial news, based on recent stock market volatility and significant tax change. It’s an election year, too, so broadly misunderstood tax reforms recently introduced will likely re-emerge for debate. What lies ahead for 2019? Here are just some of the facts Canadians should know.

RSVP Now: January Advanced Tax Update

Posted: November 27, 2018
Posted in: Strategic Thinking , Personal Tax, corporate tax, t1 tax preparation, tax changes, income splitting, CE summits, Morneau, Fall Economic Statement, tax workshops, advanced personal tax update, T1 tax returns, Climate Action Incentive Payment, Finance Minster, Tax on Split Income rules

It’s time to shake out the cobwebs and get ready for tax season. If you are a tax or financial services professional you won’t want to miss this advanced personal tax update: join us in six cities January 17 – 25, 2019.

Fall Economic Statement: Tax Incentives for Corporations

Posted: November 22, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking , federal budget, finance canada, Morneau, Minister of Finance, Fall Economic Statement, budget 2018, Fall Economic Update, Fiscal Report, Corporate Tax Changes

Canada has been in a strong economic position since 2015, but dark clouds are on the horizon as global economic growth has peaked and deficits are expected to grow. This is what Finance Minister Morneau faces as he unveiled his November 21 Fall Economic Report.

12 Essential Year-End Tax Planning Questions

Posted: August 21, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , Corporations, investment, knowledge bureau, Evelyn Jacks, corporate tax, Small Business, trusts, wealth management, tax reform, CE summits, proprietorships, Larry Frostiak, unfair tax changes, year-end planning, financial workshops, Knowledge Journal, passive investment income, Jenifer Bartman, business planning, TOSI, Kim Moody

Complex new tax rules were introduced for 2018 and 2019. Tax accountants, wealth advisors, and taxpayers will need to follow the “after-tax lifeline” of an invested personal or corporate dollar with 12 planning strategies.