News Room

Helping First Nations, Inuit and Metis with Tax Filing

The Canada Revenue Agency is trying to reach out to Canada’s First Nations, Inuit and Metis to encourage them to file their tax forms on time and could use your help to make sure these communities get all the tax benefits they are entitled to. But filing tax returns are not always easy, especially when there is income on and off the reserve.

Global Sweet Spots Include Canada

Canada’s economic growth is poised to be in a sweet spot.

Onus of Proof on CRA

The Tax Court of Canada recently allowed an application for an extension to serve a notice of objection to an assessment. Perhaps the most interesting aspect of the case was the dismal performance of the Canada Revenue Agency (CRA).

Evelyn Jacks: Back to Retirement Planning School

The fall “back to school” time provides a great opportunity enhance knowledge-based careers.

The Delusionary Testator

It is not uncommon for elderly people to form delusionary beliefs about those who should rightfully be named in their will.

21 Distinguished Speakers Think BIG

There are big sweet spots for advisors and clients who focus on the right issues in the financial services, and 21 influential movers and shakers from both sides of the Canada – US border will embellish on them this fall at the annual Distinguished Advisor Conference to be held in the Texas Hills, near Austin, November 9 – 12.

Spotlight: Winning With Women

In Canada, it’s estimated that $3.2-trillion in total assets and $1.1-trillion in financial wealth alone will be controlled by women, based on figures compiled by research group Investor Economics.
 
 
 
Knowledge Bureau Poll Question

Should the Old Age Security clawback start at a lower net income than the current $93,454?

  • Yes
    11 votes
    17.74%
  • No
    51 votes
    82.26%