Podcast: Automatic Tax Filing - Will It Work?

Last week Taxpayers' Ombudsperson François Boileau  tabled his annual report:  In Pursuit of Better Service: Taxpayers Deserve More.  once again, it was nothing short of scathing, as CRA received its highest number of complaints in the last three years.  Calling our “completely nuts” Income Tax Act a potential barrier, he is nonetheless pushing for automatic tax filing as a potential solution.  A new episode of Real Tax News with Evelyn Jacks & Friends available next week, will feature guest Gillian Petit, Ph.D. - author of a great report, Welcome News for Lower-Income Canadians, but There’s More to Do - which takes a deeper dive.  Consider the following:

Train your staff now in order to prepare accurate T1 tax returns for your clients. T1 Professional Tax Preparation – Basic includes the latest tax changes for 2013 returns. Enrol by November 27 and save $200 on tax deductible tuition fees.

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Knowledge Bureau president Evelyn Jacks’ presentation started the first day of DAC 2013, the most successful conference in the 10 year history of this exclusive event for Canadian wealth advisors from coast to coast.

Collaborative decision-making was the name of the game for Day 2 of DAC 2013 in Ojai, California.

Collaborative wealth management — Reaching Higher for Bigger Successes — was the theme for the final day of DAC 2013. The day started with a grim picture of aging demographics. 

Knowledge Bureau is now accepting RFPs for speakers and topics for the Distinguished Advisor Conference 2014 in the beautiful Texas Hill Country. The theme is Think BIG: Find the Sweet Spots in Wealth Management. Speakers and sponsors are requested to reply by December 15.