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.

Life Purpose — Gratitude

“Be thankful for what you have; you’ll end up having more. If you concentrate on what you don’t have, you will never, ever have enough.” — Oprah Winfrey

Doug Nelson Wins 2017 DAC Client Innovation Scholarship Award

Canadian portfolio manager and 25-year veteran of the financial services industry, Douglas V. Nelson, CFP, MFA, CLU, CIM, has been awarded the 2017 DAC Client Innovation Scholarship Award, to be presented at the Distinguished Advisor Conference in Kelowna, B.C., November 5-8. The award was co-founded by Knowledge Bureau and Franklin Templeton Investments in 2016.

Do Your Clients Have Good Debt or Bad Debt?

Canadian household debt hit a record in the second quarter of this year, at $1.68 of debt for every dollar of income. As interest rates increase and debt levels soar, your clients run the risk of much greater uncertainty about their financial security.

Weekly Thought Provoker: Can Advisors Add Value Through Holistic Approaches?

Join our conversation on the Executive Business Builders Network!

People in the News: Jan Sawchuk

Jan Sawchuk, of Peachland, B.C., on the Basic Bookkeeping for Small Businesses course

Experts Say Tax Changes Will Hit Business Owners Earning as Little as $50K

With the looming Oct. 2 deadline for commentary on proposed tax changes to private corporations, the business community is renewing its call for the federal government to scrap the proposals in favour of a comprehensive tax policy review.
 
 
 
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
    9.8%
  • No
    46 votes
    90.2%