Confirmed: The CCR for Small Business is Tax Free
Ottawa has confirmed that the CCR for Small Business received by eligible Canadian-controlled private corporations (CCPCs) will be tax free for the 2019-20 to 2023-24 fuel charge years, as will the final payment for the 2024-2025 fuel charge year. Draft legislation was released on June 30, 2025 with this announcement; and will be introduced for law making in Parliament this Fall. Some of the more significant details are discussed below.June Distinguished Advisor Workshop - Transition Planning: Trusts and Estates
Substantial tax reform has recently changed the rules for post-death planning for high net worth families.
DAC 2015 is Heading to Puerto Vallarta, Mexico
Have you reserved your spot at the 2015 Distinguished Advisors Conference (DAC) yet?
No Time To Waste: TFSA, RRSP or Both?
It’s February – no time to waste.
Knowlege Bureau Designate Highlight: Rick Green
Rick Green from Calgary, AB has nothing but praise for Knowledge Bureau’s Elements of Real Wealth Management course.
Foreign Income Verification Statement – Form T1135 Version 5
On October 29, 2014, the Organization for Economic Co-operation and Development (OECD), together with the G20 Nations approved and implemented an international standard for the “automatic exchange of information agreement.”
Family Tax Cut – Who Will Get $2,000?
There's a lot of hype out there about the Family Tax Cut and some families have the impression that they are entitled to a $2,000 windfall this tax season. In reality, most families will qualify for little or nothing from the Family Tax Cut.
