News Room

CPA Indexation for 2026 Personal Amounts

The Consumer Price Index numbers for September have been released and that number is used to calculate the indexation rate for personal amounts and tax brackets.  Although the federal government has yet to announce the new tax figures, we’ve done the math to estimate the numbers.  It’s important information for year end tax planning purposes, a subject we will also cover in depth on November 5 at the live virtual CE Summit.  Read on to learn more.

The Impact of Change: Retirement Planning Services Must Evolve

The transformation of the CPP, new income splitting rules for family business and more are changing the retirement planning game, and a new study shows that clients find the most value when their tax or financial advisors make retirement-related services a priority.

Still Confused About CPP? Understanding Key Changes

Understanding CPP changes is something Canadians continue to struggle with. Here is some history, and key guidelines to share with your clients and guide you in leading them towards tax-efficient income planning decisions in 2018 and beyond.

Sneak Peek! Start Your Career Filing Personal Tax Returns

Now that it’s May, a whole new tax season – 2018 - has begun! It’s prime time to “spring into studies” and enhance your career with knowledge and skills in personal tax consultancy.  Why?  Artificial intelligence and software solutions can’t replace the true value of specialized advice.

June 15 Filing Deadline for Proprietorships: Brush Up on Tax Change Now

Small businesses in Canada are responsible for employing 8.2 million Canadians, which is 70.5 percent of the total labour force.1 Recent tax changes impacting small-business owners require broader, deeper tax knowledge for accurate, audit-proof returns. It’s time to brush up on audit-proof tax filing skills now in advance of the June 15 final filing deadline.

Thank You to Our DAC Partner: Franklin Templeton Investments

Knowledge Bureau is pleased to announce that Franklin Templeton Investments will be joining us again as a partner for the 15th annual Distinguished Advisor Conference (DAC) taking place in beautiful, historic Quebec City, November 11-14, 2018. You won’t want to miss two important educational sessions offered by Franklin Templeton.

Helping Seniors: Understanding GIS Clawbacks

Exactly when can a claim be made for Guaranteed Income Supplements (GIS)? Many seniors who qualify for Old Age Security may, in fact, be able to make a further claim for the GIS. But there is some income testing to be aware of. Astute tax and financial advisors can help, thereby providing invaluable advice.
 
 
 
Knowledge Bureau Poll Question

Do you believe SimpleFile, CRA’s newly revamped automated tax system, will help more Canadians access tax benefits and comply with the tax system?

  • Yes
    5 votes
    10.2%
  • No
    44 votes
    89.8%