New Tax Changes for Caregivers: Alberta Budget
Alberta Finance Minister Nater Horner delivered his second consecutive deficit budget on February 26. The deficit is large at $9.4 billion, which the government attributes largely to declining oil revenues. The document is called Fiscal Plan 2026-2029 meaning that this is a three-year fiscal pan, rather than the typical one-year projection.Segregated Funds vs Mutual Funds: It Makes A Difference at Year-End
At year-end, planning to make investments in non-registered accounts should be peppered with tax-efficiency, especially when it comes to buying mutual funds. Here’s a primer on what you need to know if you are interested in maximizing tax, retirement and estate planning goals.
Financial Literacy Month: Advisors Can Help Fill Knowledge Gaps
November is Financial Literacy Month, and it’s an important opportunity for advisors to help improve their clients’ financial knowledge and address some of the unique financial planning needs of specific demographics, including women. Specifically, what guidance and education do trends show Canadians need when it comes to financial literacy?
Year-End Tax Tips for Employees
Year-end tax planning is about minimizing taxes for 2019 and setting clients up to save more tax-efficiently in 2020 and beyond. There are several big things to talk about if your client is an employee looking to save some tax dollars, and are potentially a new homeowner as well.
Last Call to Register: Fall CE Summits
Last chance to register for year-end tax planning workshops, The Fall CE Summits. We’ll touch on the financial implications of this month’s election and its impact on year-end tax planning together with the important go-forward planning opportunity for corporate owner-managers and retirees.
Clarification of German Pension Recipients Letter from Neubrandenburg
Canadians who receive German pensions may have seen some new items on the yearly letter from Neubrandenburg. Siegfried Merten, MFA™, has provided us with clarification on this letter and what pensioners need to do to remain in compliance. Advisors can be of great assistance here.
Graduate in the News – Meezan Shariff
Meezan Shariff is a student at Knowledge Bureau currently working toward her DFA – Bookkeeping Services Specialist™. Recently, we had a chance to ask her a few questions about how she felt about the courses she’s completed, what they did for her, and her overall experience. Friendly and upbeat, she was more than happy to give us a few minutes of her time.
