News Room

Mark Your Calendar: Critical Deadlines for May and June

Tax season never truly ends, it seems, as there are many more upcoming tax filing, investment planning and education milestones to discuss with your clients over the next six months. Check out our handy checklist below and then test yourself – what are the conversation openers you’ll use and with which clients? It’s your opportunity to shine with every member of the household:

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.

Nearly Two-thirds of Canadians Use Tax-assisted Savings

More than 65 per cent of Canada’s 14 million households contributed to at least one registered savings account (RPP, RRSP or TFSA) in 2015, according to recently released Statistics Canada data from the 2016 Census.

Canadian Retirement Stats: Do Employed or Self-Employed Retire First?

Nearly four in 10 (38 per cent) Canadians age 55 or older — and 14 per cent of those 65 or older — participated in the labour force last year, the highest participation rates among older Canadians since the collection of comparable Statistics Canada data began in 1976. But who exactly are these stalwart workers, and at what age are they retiring?

Are Business Conferences Tax Deductible?

Costs incurred to attend a conference may be a deductible business expense. The cost of the tuition for the conference may also be deductible or be eligible for a non-refundable tax credit.
 
 
 
Knowledge Bureau Poll Question

Do you agree that public trustees, guardians and departments supporting Indigenous Services should be able to certify impairments for the Disability Tax Credit?

  • Yes
    13 votes
    18.06%
  • No
    59 votes
    81.94%