News Room

Seniors Targeted? The Tax Audits Begin

The Canada Revenue Agency (CRA) routinely reviews or audits tax filings, including personal, trust, corporate, and HST returns. The most common types of reviews that focus on personal tax returns include, but are not limited to, Pre-Assessment Reviews, Processing Reviews, and the Matching Program. This year there is a new focus: the Multigenerational Home Renovation Tax Credit introduced to help families better care for their elders. But claiming it, like other tax benefits, comes with a tax snare. Read on to learn more.

Give the Gift of Financial Literacy

The Money Matters: Financial Lessons for Life 2014 calendars are full of timely and relevant money matter tips and make wonderful client gifts. Ensure your calendars with a pre-order – the 2013 calendar sold out! English and French calendars available. Order by August 15.

DAC 2013: Scott Mackenzie – Re-connecting with the Do-It-Yourself Investor

It matters that you have an advisor at your side. That’s the message we want our clients to receive . . . the right advice is absolutely worth the fee.

Power of Attorney: The 8-Step Process You Need to Know

Undertaking the role of Power of Attorney for a loved one can be overwhelming, especially if you don't know where to start. If you have agreed to be a Power of Attorney, prepare yourself early by learning the 8 steps you need to know. Join us in Calgary for Attorney School, August 29, 2013 for only $99.

Ignore the Bull: Plan Your Own Path to Financial Independence

Research has proven...you will be happier and more successful on your own terms, not someone else’s. Learn to approach your financial affairs with much more passion and a lot less bull! Get Managing the Bull – Buy 3, Get 1 Free.

Ensure Tax Planning Begins Right at the Primary Source of Wealth Creation

Become a more astute compliance manager to ensure payroll is more than simply accurate with Advanced Payroll – updated for 2013. Enrol by July 23 and save $200.

Corporate Tax Bootcamp Featured Speaker: Larry Frostiak

Knowledge Bureau author and speaker, Larry Frostiak, will be joining the Distinguished Advisor Workshop tour this November as a featured speaker for the Corporate Tax Bootcamp, November 1-6 in a city near year.
 
 
 
Knowledge Bureau Poll Question

Are your clients owed money by CRA? As of March 31, 2025, the CRA holds about 10.2 million uncashed cheques totalling $1.7 billion. In your view, why is this happening?

  • Yes
    18 votes
    66.67%
  • No
    9 votes
    33.33%