News Room

CRA Data Breeches Put Taxpayer Information at Risk

An important deadline is coming up, around the same time that Canadians get ready to file their 2026 tax returns at the start of tax season 2027. Since 2020, more than 42,000 data breaches have occurred at the CRA. A class action lawsuit was launched in 2020 and a $8.76 million settlement was reached.  Eligible Canadians affected by these security incidents can now submit claims through the KPMG Claims Portal until February 3, 2027.  

Be Sure to Make Your RRSP Contributions

The deadline for making your final RRSP contribution for the 2013 tax year is quickly approaching – Monday, March 3.

Lumping Options and Stock Transactions

I do about 200 trades a year. Can I assemble all trades into one final total instead of having to input each one, one line at a time?

Earn CE Credits and Advance Your Advisory Practice

Expand your specialized wealth management knowledge with the Master Financial Advisor™ program. Find out how you can attend the Retirement and Succession Planning Bootcamp at no charge.

Financial Fotographs Launches with Success

Financial Fotographs, the book that is making money management a function of the family unit, was officially launched February 2 at Coyote Creek Golf Course in Surrey, BC.

Accounting for Business Transitions

At some time in the lifecycle of a business, the owner/manager must deal with the sale or succession of their business. In Accounting for Business Transitions, understand the business issues involved and know what financial information is required to make decisions during the sale or transfer of the business.

Calculate the Tax Impact on Your Clients’ Investment Income

The Investment Income Calculator provides a step-by-step method for planning investment income for a single client or a couple over a four-year period and will quickly determine the tax impact on investment income and help you reconfigure solutions when alternative saving strategies are required. Try a free trial today!
 
 
 
Knowledge Bureau Poll Question

In your view, should Canadians be able to write off more of their out-of-pocket medical expense costs? What amount would be appropriate?

  • Yes
    28 votes
    93.33%
  • No
    2 votes
    6.67%