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:

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?
 
 
 
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