News Room

Canadian Dental Care Plan Renewal Deadline Approaches

Know Your Client!   It’s a daily commitment and requirement, especially in the work that financial advisors do with their clients.   It’s imperative that you ask about any significant changes in their lives. Has there been a significant new event:   a move to take a new job or go to university, a marriage or divorce, a new birth, a disability or a death? And, in the case of income tested benefits such as the Canadian Dental Care Plan, (CDCP) do they qualify?  Did they file their tax return on time to get it?  Do you know the deadlines for doing so?  Do you know when coverage ends if your client now longer qualifies?

Brush Up on New Form T661: Scientific Research and Experimental Development Program (SR&ED)

The federal budget of Marsh 2012 included proposed changes to the Scientific Research and Experimental Development (SR&ED) Program. 

Worth Reading: Another Extended Period of Dismal Returns?

American Mike “Mish” Shedlock is a registered investment advisor representative for Sitka Pacific Capital Management, who wrote the following analysis of the markets on November 28, 2012. Do you agree or disagree with his sentiments? 

Report Barter Transactions

Many taxpayers are shocked to learn that the bushel of apples, gaggle of geese, or services of great variety, paid to settle a debt instead of cash, all have a commercial value that may have tax implications.

Lifestyle Column: 10 Neat Things

This week: 10 neat things about seeds.

People in the News: Knowledge Bureau Media Roundup

You may have seen Knowledge Bureau in the news recently. Here is a roundup of our recent media mentions!

Featured Book: Master Your Retirement

Worried about your financial future? You don’t have to be. Have the most income today so you can do all the things you most want to do, have confidence and security knowing that you will never run out of money, and comfort in knowing that your portfolio won’t disappear due to normal market fluctuations. Order by Mar. 4 and receive $5 off.
 
 
 
Knowledge Bureau Poll Question

Does the new government’s 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? What are alternatives in your view?

  • Yes
    8 votes
    9.52%
  • No
    76 votes
    90.48%