News Room

Record Number of Tax Returns Filed in 2026

It looks like tax season 2026 could be the biggest one we’ve seen in the history of filing in Canada, proving once more that Canadians are extremely tax compliant and that filing a personal tax return is the most important triggers for long term wealth planning in this country. But there is a shortage of qualified people and now is the time to do something about that before tax season 2027.

Retirement Income Projections Spur Thought

By all accounts, the newest Distinguished Advisor Workshop, “Retirement and Estate Planning”, recently completed in Winnipeg, Calgary, Vancouver and Toronto was a resounding success. “Who knew there was more to retirement planning than just saving money” stated one participant.

The Family Business in Canada: Planning for Succession and Crisis

Family conflict, divorce, illness, premature death of key family members in the business. All these issues represent potential threats to precious family relationships and the business itself.

5 Reasons to Find the Sweet Spots at DAC

Don't miss the opportunity to experience education differently at DAC 2014. Be sure to register by September 30 – you won't regret investing in yourslef and your practice! Here are 5 BIG reasons to find the sweet spots at DAC 2014....

Tax Preparation - A Dream Career (Really!) You Probably Should Consider

Are you happy in your work-life balance?  If not, consider the key to your unhappiness:  is it your schedule;  the relationships you have daily with your co-workers; the commute; or  is it the glaring waste of your talents and skills?

Improve Your Life and Your Finances

Today, the words “Wealth Management” are real to more and more boomer  families, and a holistic approach to managing investments, retirement, succession and tax affairs is in vogue.

CRA In-Person Visits to Businesses Expand

Approximately 98% of Canadian business are considered to be “small to medium” sized, and CRA is hoping that personal visits with these enterprises can help to cut red tape, errors, and omissions for an overall smoother, penalty-free relationship with the tax man.
 
 
 
Knowledge Bureau Poll Question

Is the new Canada Groceries and Essential Benefit the right solution to help Canadians with inflation?

  • Yes
    6 votes
    7.06%
  • No
    79 votes
    92.94%