May 2025 Poll
Does the Liberal promise expected soon to cut the lowest personal income tax rate by 1% to 14%, go far enough to help Canadians impacted by high costs?Get Up to Speed on Responsible and Sustainable Investment Strategies
Responsible Investing (RI) is not a fad, particularly not in light of the United Nations Glasgow Climate Change Conference taking place this week. And in fact, it has actually been in existence for a very long time, and it is picking up steam here in Canada , said Duane Green, President and CEO Franklin Templeton Canada, who provided a thoughtful and comprehensive expose of the subject at the 2021 Distinguished Advisor Conference.
How does CRA View a “Debit” Balance?
Avoiding red flags with CRA is always a good idea, but for many small business owners, the shareholder’s loan account presents such a threat. Here’s how a taxpayer can get into tax audit trouble:
Business Competitiveness: Understanding the Tax in Post- Pandemic
Knowledge Bureau Report asked Marco Iampieri, Of Iampieri Law Professional Corporation, to review a new paper on small business tax competitiveness by Dr. Jack Mintz, who spoke recently at the Distinguished Advisor Conference (DAC), Patrick Smith and V. Balaji Venkatachalam. It’s an important paper for its time, as the small business in Canada attempts to leave the pandemic behind in 2021.
New Course: Privacy Principles in Business
New Course: Privacy Principles in Business
Privacy of confidential financial data is an important issue to your clients and no wonder: Statistics Canada says that about 57% of Canadians online reported experiencing a security incident in 2018. Do you know how to avoid privacy risks that may arise in your business?
How Much is Enough
How much is enough? Winning Advisors: Grit, Determination and Exhilaration
Tony Mahabir, Tony Mahabir, CEO Canfin Financial Group of Companies, introduced delegates to the Japanese concept of Ikigai which focuses on Life Purpose at the DAC 2021. It all began with a thought-provoking message: “Are we too concerned with earning money and not living the good life?” he asked.
Be the Best you can Be and Be Recognized for it!
Evelyn Jacks was pleased to introduce Lewis Kent, this year’s New Advisor Award winner at the Distinguished Advisor Conference 2021. His incredible and inspirational story, below. And yes, the search is on for the 2022 winner, who will win a free registration and main stage speaking opportunity at DAC 2022 in Niagara Falls October 16-18. Check out Lewis’ amazing story:
