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?

A must-read book for anyone who wants to develop the Winner’s Mindset about money and is serious about financial freedom on his or her own terms. Clearing the roadblocks to smooth your financial journey, this book is inspiring, informative and impactful and in some places, truly funny. Order by Apr. 2 to take advantage of our boxes of books special!

Strengthen your wealth advisory services and help your clients better use their precious resources of time and money both now and in the future. Enable a framework for joint decision-making throughout changing life, financial and economic times, with all the stakeholders involved: family members and professional advisors. Sign up today for the free trial!

Come out to meet Director of Operations, Al Gordon and Knowledge Bureau faculty member, Alan Rowell, MFA, DFA-Tax Services Specialist, who will be speaking on Real Wealth Management™ – Tax Efficient Retirement Income Layering at the RRC on April 3.

The March 21, 2013 budget was a significant document, which upon reflection, will require high net worth clients, particularly business owners, and their advisors to rethink wealth, retirement  and estate plans. 

Offshore Tax Cheats: the Finance Department wants You! The CRA will be empowered to pay you a “finder’s fee” for identifying international tax cheats as a result of new provisions in the March 21, 2013 budget. Further, businesses using “zapper” software to evade taxes by hiding or “suppressing” sales income will face stiff new penalties and criminal convictions – with fines in the 7 figures.

Canadians with foreign holdings at any time in 2013 (not just at the end of the year), will need to provide more information to the CRA, starting with the 2013 tax year.