Fall Federal Budget: Will Spending Be Cut?
Canada has historically presented an annual budget since Confederation in 1867, even through periods like World Wars and the Great Depression, but we have recently experienced the longest period without a full federal budget in our history. By the time the next one is brought down, expected in October 2025, it will have been 18 months since the controversial April 2024 budget which introduced the doomed capital gains inclusion rate hikes. What can we expect?Find the Answers to Your Clients’ Tax Questions Fast
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DAC 2013 – Day 1: Global Wealth Management and New Economic Trends
Knowledge Bureau president Evelyn Jacks’ presentation started the first day of DAC 2013, the most successful conference in the 10 year history of this exclusive event for Canadian wealth advisors from coast to coast.
DAC 2013 – Day 2: Make Better Collaborative Decisions While Deepening Client Relationships
Collaborative decision-making was the name of the game for Day 2 of DAC 2013 in Ojai, California.
DAC 2013 – Day 3: Go Back to the Future – Reaching Higher for Bigger Success
Collaborative wealth management — Reaching Higher for Bigger Successes — was the theme for the final day of DAC 2013. The day started with a grim picture of aging demographics.
DAC 2014 RFPs Now Being Accepted
Knowledge Bureau is now accepting RFPs for speakers and topics for the Distinguished Advisor Conference 2014 in the beautiful Texas Hill Country. The theme is Think BIG: Find the Sweet Spots in Wealth Management. Speakers and sponsors are requested to reply by December 15.
Part 2: Reporting Segregated Funds: Guarantees at Maturity
Your client owns segregated funds in non-registered accounts with guarantees at maturity. How is this treated on the tax return in the case of a withdrawal?
