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.

Bootcamps: Year-End Planning, Corporate Tax, and TaxCycle Software

Especially for tax practitioners and wealth advisors, you are invited to a unique professional development opportunity.

Experience Your “True Wealth” Potential

Use your Personal Brand to build an Empowered Presence that can generate more relationships, more influence, more money. This new release from Catherine Bell will be available at the end of October. Pre-order your copy today!

Maximize the Impact of Charitable Donations

Ensure your clients’ gifts complement their overall wealth management strategy in a tax-effective manner. Enrol in Investment Strategies in Charitable Giving by October 23 and save $200.

Need Fast Answers to Your Clients’ Tax Questions?

Get the information you need with just a few clicks – definitions, tax facts, examples, tips and traps, plus interview checklists and questions to ask your clients – with EverGreen Explanatory Notes.

Momentum is Coming. . .But Not ‘Til Next Year

Tiff Macklem, Senior Deputy Governor of the Bank of Canada, told the Economic Club of Canada in Toronto last week that the Canadian economy needs annual growth of at least 2.5% to put a meaningful dent in the remaining slack in the Canadian economy.

RDSP Planning for the Disabled Smart Year End Move

Registered Disability Savings Plans (RDSPs) have been around since 2008 and they remain a lucrative savings plan for the disabled.
 
 
 
Knowledge Bureau Poll Question

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

  • Yes
    7 votes
    14.58%
  • No
    41 votes
    85.42%