News Room

Disability Tax Credit Certified Impairments: Survey Says “No”

The federal government has made its intentions clear that there will be an expansion of those who are eligible to certify an individual for the Disability Tax Credit. Our May poll results are in. 83% of our readers voted against allowing public trustees, guardians and departments supporting Indigenous Services to certify impairments for the Disability Tax Credit.

New Trust Legislation Enacted

Advisors should inform their high net worth clients of recently enacted changes to tax benefits arising from the use of trusts. 

CPP – Now or Later?

One of the more difficult decisions for those approaching retirement is when to start receiving their CPP retirement pension. 

Foreign Income Verification Reporting – Form T1135 (Part 2)

Last week we covered Foreign Income Verification Reporting, Form T1135 in general along with the basic requirements of foreign holdings reporting.  This week we’ll look at the form in detail and cover some of the specific reporting requirements.

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. 
 
 
 
Knowledge Bureau Poll Question

According to CRA, Canadians experience improved service delivery and responsiveness from the CRA this tax season. Do you agree?

  • Yes
    2 votes
    6.06%
  • No
    31 votes
    93.94%