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.

New Course Released: Intermediate Tax Preparation

Keeping up-to-date on what’s new in tax and refreshing your skills in time for tax season is critical. Ensure your knowledge and tax skills are current with Intermediate Tax Preparation.

Worried About Your Financial Future?

If you want to 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, you need to read Master Your Retirement. Pre-order the new edition today!

Hone Your Bookkeeping Skills for a Variety of Businesses

Move your skills beyond basic transaction data entry to developing a complete set of books for a variety of different companies with Advanced Bookkeeping for Multiple Businesses.

Link Clients’ Trigger Questions to Financial Results

The Financial Assessment Calculator will help you assist your clients in making decisions about spending and saving to meet financial goals now and in the future.

THINK BIG! Find the Sweet Spots in Wealth Management

Our 11th annual Distinguished Advisor Conference will have us thinking BIG. Join us November 9-12 in beautiful Horseshoe Bay, Texas. Receive best rates on pre-registration when you reserve your spot by February 15.

Pre-Filing Audits: CRA Targets Tax Pro Errors

On January 17, 2014, CRA announced a new Registration of Tax Preparers Program (RTPP) under which it intends to have all tax practitioners register and be assigned a new PIN number so that CRA can target those with high error rates and intervene with “pre-assessment” visits to promote accuracy during tax season.
 
 
 
Knowledge Bureau Poll Question

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

  • Yes
    10 votes
    17.54%
  • No
    47 votes
    82.46%