News Room

Trade Wars: Why Income Tax Filings Matter More Now

It’s hard not to get caught up in the trade wars saga, and of course it has serious economic repercussions. In times like these, our tax system can help. The federal government has indicated three pillars of support will be enacted, details of which are to come shortly:

Rethinking Professional Relationships in Retirement

Retirement planning is changing in Canada, but Canadian seniors are yet to catch up with them. 

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.

Empower Your Presence: By Working a Room Like a Pro

People with presence seem to navigate a room with ease, stopping to talk with others for just the right amount of time before moving on. 

Knowledge Bureau Highlight: Wayne Blackmere

With the new Final Returns on Death of a Taxpayer course slated for an April 2015 release, Wayne Blackmere sent his comments regarding the course.

Tax Filing Errors:  Fix ‘em Online, but Be Careful

It’s going to be one of those tax years – lots of complicated tax changes plus lots of reasons for taxpayers to want their tax refunds early. 

Tax Incentive Plan:  Understating Income is Expensive

There are many ways to compute a tax return mathematically correctly. 
 
 
 
Knowledge Bureau Poll Question

As A.I. emerges, does it change how professionals create financial peace of mind in their communities?

  • Yes
    24 votes
    54.55%
  • No
    20 votes
    45.45%