Disability Tax Credit Certified Impairments: Survey Says “No”

The federal government has made its intentions clear that there will be an expansion of those who are eligible to certify an individual for the Disability Tax Credit. Our May poll results are in. 83% of our readers voted against allowing public trustees, guardians and departments supporting Indigenous Services to certify impairments for the Disability Tax Credit.

Does your client base include businesses looking to grow into the U.S. market? Perhaps you have clients looking to expand or retire into the U.S., snowbirds, people who want to make a permanent move south or who have multijurisdictional families? 

Canadians continue to give to charity, but the landscape is changing. The percentage of tax filers donating to charity fell from 21.9% in 2013 to 16.8% in 2023, even as average annual donations held steady at $654. At the same time, studies show up to 50% of high-net-worth families expect to increase their giving in 2026, highlighting growing opportunities for strategic philanthropy, legacy planning, and tax-efficient charitable giving.

Tax season never truly ends, it seems, as there are many more upcoming tax filing, investment planning and education milestones to discuss with your clients over the next six months. Check out our handy checklist below and then test yourself – what are the conversation openers you’ll use and with which clients? It’s your opportunity to shine with every member of the household:

If you have clients who have purchased or are considering purchasing a zero-emission vehicle (ZEV) there are tax changes they’ll need to know about. They may not get all of the benefits they had assumed they would. Both tax and financial advisors assisting with how to fund the purchase will be interested in new federal tax implications of a bill currently before Parliament (Bill C-30). 

Did you know that in 2026, about one-fifth (19.5%) of Canadians is age 65 or older?  That’s up from 12.6% in 2000, and represents more than 8 million seniors. Retirement planning is important for everyone, but especially for women who tend to live longer and earn less over their lifetime than men.  Aging with dignity is a big factor, and for these reasons a close look at lifespans and a new tax provision is critical.

Do you have clients who are starting to think and perhaps worry about how they can transfer wealth to the next generation tax-efficiently? If this is increasingly a concern, you won’t want to miss Larry Frostiak’s highly engaging session at the Acuity Conference for Distinguished Advisors (DAC), November 22-24 in Victoria, B.C.