News Room

Opportunity: Canadian Dollar Stabilizes, Somewhat

Things have started to turn around for the Canadian dollar in the second quarter of 2025. It hit a 22 year low in January of 2025. Investors and property owners, who have been swooning at the high burn rate in their travel plans and property maintenance abroad, may wish to consider recent more positive trends and consider some risk mitigation opportunities now that the dollar is stabilizing somewhat.  

Grad Spotlight - How the MFA Program Enhanced Joan’s Effectiveness as a Financial Advisor

Joan McIvor earned her MFA-Retirement Income Specialist designation with honours in 2012 and has used the knowledge gained from the MFA program to enhance her business. We are pleased to have Joan as one of our distinguished grads.

Internet Businesses:  Did you Know About Schedule 88?

T2 filers must complete Schedule 88, effective with year-ends beginning 2013. This form is more detailed that the new “Internet Business Activities” added to schedule T2125 of the T1 return however, in both cases the information is to be filed with the tax return.

Stay Away from Charity Schemers

If you participate in an abusive charitable donations tax shelter, you’re opening yourself up to a sure audit.

Author Catherine Bell Speaks on the ABCs of Professionalism

Catherine Bell, author of Empower Your Presence, recently spoke at the Ad & Sales Club in Brockville, ON about the importance of the ABCs of professionalism. What are the ABCs?

Sharpen Your Tax Investigative and Research Skills

At tax time your clients are counting on you to prepare an accurate tax return that will provide them with the maximum benefit. Learn how to dig deeper on a line-by-line basis with T1 Professional Tax Preparation – Advanced.

When Should You Draw from CPP?

Should you draw from the CPP early?
 
 
 
Knowledge Bureau Poll Question

Do you believe Canada’s tax system based, on self-assessment, has suffered under recent changes at CRA and by Finance Canada? If so, what is the one wish you have for tax reform?

  • Yes
    343 votes
    69.86%
  • No
    148 votes
    30.14%