News Room

Mark Your Calendar: Critical Deadlines for May and June

Tax season never truly ends, it seems, as there are many more upcoming tax filing, investment planning and education milestones to discuss with your clients over the next six months. Check out our handy checklist below and then test yourself – what are the conversation openers you’ll use and with which clients? It’s your opportunity to shine with every member of the household:

NEW!  It’s Financial Education Time!  Win a $100 Gift Certificate.

This Week:  It’s a Tax Quiz:  Win A $100 Gift Certificate

Mark Your Calendar: CE Events

Fall is the perfect time to focus on professional development. Take advantage of a number of upcoming live events and earn valuable CE credits with Knowledge Bureau.

2015 Tax Brackets and Personal Amounts Announced

This week CRA announced the indexation factor for 2015 (1.7%) and the resulting federal brackets and rates for 2015.  Tax rates, of course, remain unchanged.

Year End RRSP Review:  Overcontributions?

How many times have you prepared a return for a client who has made an RRSP contribution (either to their own or their spouse’s RRSP) but really should not have?

CRA’s Attempt to Grab $6 million Denied

The British Columbia Supreme Court (BCSC) recently made a ruling that was not only favourable to the taxpayer, but also set a welcome precedent for future taxpayers that enter into transactions with unintended tax consequences.

Kick Start 2015 Financial Plans

When it comes to family tax essentials you need to grasp in building wealth for your future, there is Both good news and bad news in the new Family Tax Cut provisions.
 
 
 
Knowledge Bureau Poll Question

Do you agree that public trustees, guardians and departments supporting Indigenous Services should be able to certify impairments for the Disability Tax Credit?

  • Yes
    13 votes
    17.81%
  • No
    60 votes
    82.19%