Downsizing Your CRA Tax Files?

Happy New Year! If one of your resolutions for 2026 is to downsize, or at least sort through all that stuff you don’t need anymore, you may inevitably run across those tax files you’ve been keeping for decades. Just how long do you have to keep them? Do you need permission to destroy them? From whom? Read on to learn more. 

There are big sweet spots for advisors and clients who focus on the right issues in the financial services, and 21 influential movers and shakers from both sides of the Canada – US border will embellish on them this fall at the annual Distinguished Advisor Conference to be held in the Texas Hills, near Austin, November 9 – 12.

In Canada, it’s estimated that $3.2-trillion in total assets and $1.1-trillion in financial wealth alone will be controlled by women, based on figures compiled by research group Investor Economics.

Boost your skills so that you can analyze and explain financial reports and provide the guidance your business clients need to grow. Enrol in Managerial Accounting today.

It makes a difference. Your clients might be undersaving – or oversaving at the expense of their peace of mind. This must-attend live workshop will provide you with the best tools to preserve, grow, and transition wealth tax-efficiently for your clients and to the next generation. Earn up to 30 CE/CPD credits!

58% of KBR voters in our July poll indicated that the Canadian Anti-Spam Legislation (CASL) will not affect their business or their clients.

More than half of Canadians are now using professional EFILE services to do their taxes and despite the Heartbleed bug, close to 7 million Canadians used NETFILE to transmit their returns.