May 2025 Poll
Does the Liberal promise expected soon to cut the lowest personal income tax rate by 1% to 14%, go far enough to help Canadians impacted by high costs?What Happens When a FHSA Ends?
What happens when a FHSA (First Home Savings Account) ends because it is closed by the account holder or the account holder dies? Recent legislation has been drafted to cover these FHSA lifecycle events:
Poll Results: It’s Time for the UHT to Go!
It’s official: pros have weighed in on this important tax trend in 2024: “The government’s Underused Housing Tax consultations ended January 3. Should the UHT stay or should it go?” The comments shed light on the consensus – it’s time for it to go, according to the tax and financial professionals who participated in our January poll.
2024 Acuity Conference: Come for the Thought Leadership and the CE!
Did you know that Knowledge Bureau issued CE accreditation for its own designates as well as for MFDA, IAFE, IIROC, ICM, and AIC requirements? The breakdown of credits issued follows. The Acuity Conference for Distinguished Advisors is a great way to earn your CE credits every year! Mark your calendar now for 2024 Acuity Conference in lively, wonderful Montreal - November 10-12, 2024 - and don’t forget to register as an early bird by February 15, for the best pricing of 2024.
Real Wealth Management™ 360 Degree Trigger Tour: February 8, 10am CST
You are invited to a special, complimentary educational event to learn why a Real Wealth Management approach to your client relationships is so important in this economic environment. Mark your calendar: for the Meeting of the Minds February 8 at 10:00 AM Central Time. Attendees from coast to coast will discuss the events that are triggering their clients to want to make decisions about their life, financial and economic goals – often outside of their pre-defined plans. There is a new way to approach this. The Advisor of the Future – the Real Wealth Manager (RWM) – will take a proactive leadership role by aligning the stakeholder groups who are an integral part of a strategic Real Wealth Management plan.
Train Your Team with the Advanced 2024 T1 Tax Update Course
Did you miss the January 17 Virtual CE Summit? There are still ways to get your hands on the knowledge from the Advanced 2024 T1 Tax Update for 2023 Returns and learn your way, at your own pace from the convenience of your home or office.
It’s On! The T1 and the 104 Page Tax Form
Talk about long! Did you know that Form T2203, Provincial and Territorial Taxes for Multiple Jurisdictions is 104 pages long? The new form, just released online, together with the 2023 T1, provides an excellent scope on just how complicated tax filing really is in this country. It also makes it clear how critical it is for tax and financial professionals to take an annual Advanced T1 Tax Update course to perform with the high level of competency required to offer tax filing and planning services. Here’s what you need to know:
