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All items tagged with: tax workshops

Wills & Continuity Planning: Avoiding Undue Influence

Posted: February 19, 2019
Posted in: Strategic Thinking, Current Issue , Estate Planning, executor, CE summits, tax workshops, Philippe Richer, wills, continuity planning, undue influence, Karen Henderson

When it comes to long-term care planning, as a trusted intermediary you can help aging clients and those with declining cognitive function. It’s a difficult topic to discuss, but wills are an important part of the continuity planning conversation. Learn how to help clients avoid undue influence during this process, while ensuring that estate plans are properly executed.

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.

CE Summit Delegates in the News: Ruth Horst

Posted: January 08, 2019
Posted in: Breaking News, Finance Canada News, Strategic Thinking , CE summits, tax workshops, income tax filing, advanced personal tax update, Delegates, Delegates in the News, Liberty Tax, Ruth Horst

Ruth Horst from Hamilton, Ontario specializes in personal income tax filing and, as the early-bird registration deadline for this year’s CE Summit personal income tax update draws near, she shares how these workshops have provided important benefits to her role.

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.

A Sigh of Relief Regarding Passive Investment Income: But No Grandfathering

Posted: March 06, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking , Financial Literacy, small business finance, knowledge bureau, Evelyn Jacks, corporate tax, tax courses, finance minister, income splitting, tax education, tax reform, CE summits, Liberal government, Morneau, unfair tax changes, family businesses, tax workshops, financial workshops, online education, private corporation tax, passive investment income, budget 2018, small business deduction, grandfathering tax provisions, aggregate investment income, frostiak and leslie

Two new measures were introduced in the February 27, 2018 budget that curtail the advantages of investing inside a private corporation, starting in 2019. All was met with a collective sigh of relief, considering the flawed fall proposals. However, there is still a twist - no grandfathering provisions for private corporations under two new proposals: