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:

When Should You Draw from CPP?

Should you draw from the CPP early?

Winn$tock – Think Big for a Great Cause

Just a few more days until Winn$tock and to join Knowledge Bureau in helping raise $100,000 in support of The Movement Centre of Manitoba.

Update: Three Tax Filing Deadlines Include T1135 Form

On February 28, 2014, CRA – recognizing the difficulties of meeting the filing requirements necessary for the completion of form T1135 – Foreign Income Verification Statement required by Canadian Taxpayers – eased the reporting requirements and extended the filing due date to July 31, 2014.

Canada Responsible for Own Economic Growth

Canada has weathered the global financial crisis well because of its inflation policies, a resilient financial system, and timely fiscal stimulus.

Director Held Personally Liable

Can directors and officers be held personally responsible for the actions or omissions of their companies? The answer was yes in the case of Shoppers Drug Mart Inc. v 6470360 Canada Inc.

Evelyn Jacks: Poverty and Real Wealth Management: It Begins with Tax Literacy

Can the principles of Real Wealth Management™ apply to family units affected by the dark cycles of poverty, or a profound lack of trust in the family?  This is a question I was recently asked and happy to respond: yes.
 
 
 
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%