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.

DAC 2013 – Day 2: Make Better Collaborative Decisions While Deepening Client Relationships

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

DAC 2013 – Day 3: Go Back to the Future – Reaching Higher for Bigger Success

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.

DAC 2014 RFPs Now Being Accepted

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.

Part 2: Reporting Segregated Funds: Guarantees at Maturity

Your client owns segregated funds in non-registered accounts with guarantees at maturity. How is this treated on the tax return in the case of a withdrawal?

The After-Tax Costs of Investing

To maximize your investment outcomes, be sure to assess the after-tax cost of fees for each investment. A higher return due to lower fees (as opposed to increased risk) can result in significantly more income in retirement and higher estate values.