November 2025 Poll
Do you believe the November 4 Federal Budget addressed the key financial issues your clients need to see from their Finance Department and the CRA?Poll: Is One Co-Hort Better Prepared for Retirement?
Tax and financial advisors agree there is a retirement crisis, but the consensus was more split when our August poll question asked “The average retirement age of the self-employed is 68.4 – 5.7 years after those in the public sector; 3.7 more than in private sector. Is one co-hort better prepared for retirement than the others?” The majority at 67% agreed, but many commented that financial literacy is a contributing factor. Read on to check out the comments.
Re-Imagine It: Design Your New Life at DAC 2023
Image waking up to a normal day of driving your cab, only to be involved in a devastating accident in a train that leaves you in a hospital bed for 5 years at the age of 32. How do you break free to transform your future, when you don’t know if you will ever walk again? Hear the inspiring story of how one man with a high school diploma transformed himself to become an accountant, financial advisor, investor, and thriving entrepreneur of 6 office locations and more to come. Learn how discipline, vision and focus made the difference for Mandeep Duggal, President of Pro Tax Block and his remarkable family only at the 2023 Distinguished Advisor Conference in Banff. Early-bird registration ends September 30.
Professional Development - Celebrate and Build on Your Achievement!
Knowledge is cumulative. . .and only valuable if shared. That’s why your Continuing Professional Development is such an important investment in your future. Knowledge Bureau graduates and designates: now is the time to build on those accomplishments, take the next step in your CE and make a big difference both in your career and in your community. Designates, if you have not already done so, be sure to meet your grace period for re-licensing, which ends October 31.
Line Up Your CE For the Year with a CE Summit Multi-Event Pass!
As the key eroders of wealth – taxes, inflation and fees – are about to take a bigger bite out of Canadian’s balance sheets…as Real Estate Ownership comes under the CRA microscope. There’s a big opportunity for you to help! You’re invited to learn more at the September 20 Virtual CE Summit on Audit Defence: Managing Tax Risk for Real Estate Owners with Evelyn Jacks, DMA™, RWM™, MFA-P™ AND Alan Rowell, RWM™, MFA™, DFA-Tax Services Specialist™. Register now and select this event as part of your CE Summit event pass: available as a duo, trio or quad of events, you’ll line up your CE for the year and save on tuition!
Canada Dental Benefit: Are Your Clients Applying for It?
Dental care appointments are just one of those annual “back to school” events most parents sign up for. This can have immediate tax advantages. Recall, the Canada Dental Benefit was introduced a year ago. Yet, many parents may not know about it and may not be taking advantage of this opportunity to supplement dental costs incurred for their children. Here are some talking points to re-engage your clients with families this fall:
Reminder: UHT Tax Return Deadline Coming Soon
If you own a residential rental property as an investment or in business with another person, it is important to consider whether it’s necessary to file a new tax return in Canada: the UHT-2900, which is due on October 31, 2023. This is particularly important news for younger real estate investors and therefore, an opportunity for tax and financial advisors to be of help. Here’s how the numbers tell a new story, and why tax compliance is a new issue:
