October 1 - Important Changes Coming to VDP

Effective October 1, 2025, important changes will be made to the Voluntary Disclosures Program (VDP) at the CRA in order to make it easier for taxpayers to correct unintentional filing errors or omissions. The details on how the changes will affect your clients are being discussed in the CE Summit held September 17 and this course is now available for online enrolment and CE accreditation, after the virtual event. Here are some highlights of the changes.

Kareen Rekowski earned her MFA-Succession and Estate Planning Specialist™ designation in 2013 and is on her way to achieving her DFA-Tax Services Specialist™ designation. We are pleased to have Kareen as one of our distinguished grads.

The deadline for making your final RRSP contribution for the 2013 tax year is quickly approaching – Monday, March 3.

I do about 200 trades a year. Can I assemble all trades into one final total instead of having to input each one, one line at a time?

Expand your specialized wealth management knowledge with the Master Financial Advisor™ program. Find out how you can attend the Retirement and Succession Planning Bootcamp at no charge.

Financial Fotographs, the book that is making money management a function of the family unit, was officially launched February 2 at Coyote Creek Golf Course in Surrey, BC.

At some time in the lifecycle of a business, the owner/manager must deal with the sale or succession of their business. In Accounting for Business Transitions, understand the business issues involved and know what financial information is required to make decisions during the sale or transfer of the business.