October 1 - Important Changes Coming to VDP
Effective October 1, 2025, important changes will be made to the Voluntary Disclosures Program (VDP) at the CRA in order to make it easier for taxpayers to correct unintentional filing errors or omissions. The details on how the changes will affect your clients are being discussed in the CE Summit held September 17 and this course is now available for online enrolment and CE accreditation, after the virtual event. Here are some highlights of the changes.Tim Cestnick on Bridging Generations with Creative Planning
At this year’s Distinguished Advisors Conference (DAC), one of Canada’s most respected tax experts, Tim Cestnick, Managing Director of Advanced Wealth Planning at Scotiabank, offered insights into the six types of capital inherent in family wealth, and into using trusts to preserve as much financial capital as possible in a transfer of wealth.
Eric Klein on Unsuccession Planning
Eric Klein of Farber Financial Group got everyone’s attention at the Distinguished Advisor’s Conference (DAC) 2015, with his counter-intuitive (and often entertaining) presentation on “Unsuccession Planning.”
Knowledge Bureau 2016: Mark Your Calendar
With 2015 almost behind us, the time is now to start planning your educational calendar for 2016.
Demographic Trends: The Changing Face of Canada’s Women
Canada possesses priceless resources, not just in its natural resources but also in new human resources—gems that are waiting to be uncovered. They are highly educated immigrant women, ready to contribute to the economy in a significant way.
Economic and Fiscal Outlook for November 2015
The Canadian economy has deteriorated in the last six months, according to a press release from the Office of the Parliamentary Budget Officer (PBO), and growth is expected to be slower than anticipated over the next few years. A weaker economy translates into larger deficits over the medium term than the PBO forecast in April, states the report, which was released November 10.
Financial Literacy Declines in Later Life: Dr. Michael Finke at DAC
Those who earn more live longer, the longevity gap between men and women is closing and living close to your kids in retirement may turn out, well, differently than you may think. All of these factors and more will change how you think about retirement planning, according to Dr. Michael Finke, a keynote speaker at the Distinguished Advisors Conference (DAC) in Puerto Vallarta, Mexico, last week. But his biggest “aha” moments came from research on the financial literacy of seniors.
