This Month’s Poll

Do you agree that public trustees, guardians and departments supporting Indigenous Services should be able to certify impairments for the Disability Tax Credit?

The 10th annual Distinguished Advisor Conference (DAC) in Ojai is only 45 days away and Knowledge Bureau is excited to bring you the wisdoms of 24 sages in the tax and financial services, and a grand networking opportunity.

Get in tip-top tax shape with our live bootcamps, starting with November’s Corporate Tax Bootcamp. Register by October 15 for best fees.

Find ample evidence of the power of the human spirit and its capacity to adapt as you read the life lessons of 50 outstanding Canadians. A must-have guide for young leaders, parents, business executives and bright stars everywhere.

Tax erosion is often viewed as the biggest threat to your clients’ wealth. Provide credible, trusted, and expert solutions to your clients’ complex retirement planning requirements with Advanced Tax-Efficient Retirement Income Planning. Enrol by October 2 and save $200 on tuition fees. 

Soaring debt loads are a problem for many Canadians and particularly troublesome for those who are about to retire. Knowledge Bureau’s Debt Reductions Solutions Calculator is a tool to help advisors assist their clients with making a plan to get out of debt. 

Drawing up inter-spousal investment loans are a legitimate way for the higher-income spouse to transfer taxable investment income to their lower-income spouse to reduce the family tax bill. For several years now, the prescribed rate for spousal loans has been set at 1% but that may be changing shortly.