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:

Notice of Assessment by Online Mail

CRA is asking tax preparers to get email addresses and direct deposit information for their clients this year, but the process of retrieving the Notice of Assessment is less than clear.

Where’s the Money?

Everyone anticipates bad news on Friday the 13th, but on February 13th, 2015 Statistics Canada actually released some good news! 

It’s the male seahorses that have the babies….

Find out about this and more at the 2015 Distinguished Advisor Conference (DAC).

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.

Recently Retired? Tax Filing Can Be Complicated

Recently retired?  There are many new provisions on the tax return that could apply to couples  for the first time, so filing early and with qualified professional help can be important. How you treat private pension income and Old Age Security benefits, for example, can have many positive tax outcomes.

Knowledge Bureau Designate Highlight: Marlene Donaldson

Marlene Donaldson from Port Elgin, Ontario recently completed the T1 Professional Tax Preparation – Advanced course and believe her goals were met in taking the course.
 
 
 
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%