News Room

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?

When am I Considered to Have Left Canada for Tax Purposes?

This excerpt from Evelyn Jacks’ Jacks on Tax outlines the different categories of residency and provides an answer.

Planning for Crisis Situations: Illness, Family Strife, and Breakups

If you own a family business, you will undoubtedly experience several people-related crises that may plague the business during its life cycle. Family conflict, divorce, illness, and premature death all represent potential threats. Excerpted from Master Your Investment in the Family Business are some tips and traps you should avoid in crisis situations.

Are Your Clients’ Quarterly Tax Instalments Necessary?

Are your clients making unnecessary quarterly tax instalment remittances on self-employment, investments, pensions, or other sums from which tax is not withheld at source?

Retirement Income Layering

Here’s the tax secret: Income layering of all your income sources in retirement can help you get a better after-tax result, and help you preserve your capital for the future, too.

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.
 
 
 
Knowledge Bureau Poll Question

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

  • Yes
    3 votes
    100%
  • No
    0 votes
    0%