News Room

CRA’s Callback Service for Tax Pros Pilot

Are you a tax professional with years of experience? Have you ever felt frustrated after calling the CRA, having spent hours on hold, wasting your client’s or employer’s time, only to speak to CRA agents who aren’t qualified to answer your questions? The Auditor General of Canada was equally displeased in a scathing report last fall on wait times and accuracy levels at the CRA. Now a new CRA callback service may come to the rescue this tax season. Here is my experience with the pilot project so far:

Medical Claims in the Year of Death

A special rule applies to claiming medical expenses when a taxpayer dies.

Join the Knowledge Bureau Team!

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Entrepreneur Jody Steinhauer Discusses Change Leadership At DAC

Jody Steinhauer brings her insight into the power of change to the 2014 Distinguished Advisor Conference as part of High Net Worth Client Spotlight: Giving Back Makes Good Business Sense.

Shyness and Presence

In her book, Empower Your Presence, Catherine Bell illustrates how even the quality trait “shy” can magnify your presence positively.

Manage Family Business Dynamics

Learn to remove obstacles to financial decision making in working with family businesses. Enrol in Advising Family Businesses and be on the path to earning your DFA-Bookkeeping Services Specialist™ or MFA-Succession and Estate Planning Specialist™ designation.

DAC: Only 5 More Days to Catch the Early Bird

Ensure you register by June 30 to save $550 on registration fees. Don’t miss the opportunity of an incomparable educational experience November 9-12 in the beautiful Texas Hills as you gain perspective and insight from outstanding thought leaders in the tax and wealth advisory industries.
 
 
 
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