Are your clients owed money by CRA? As of March 31, 2025, the CRA holds about 10.2 million uncashed cheques totalling $1.7 billion. In your view, why is this happening? We put that question to our readers last months and as usual, their comments were insightful:
Are you training your team this fall? Now is the time to take advantage of our lowest tuition fees of the year, and enhance your team’s specialized credentials from our Distinguished Master Advisor (DMA™ Designation Program) or Real Wealth Manager™ Programs and introduce new Specialized Credentials to your team’s training plan! Choose from Personal or Corporate Tax, Accounting, Retirement, Small Business Management and Wealth Management streams.
Are you ready to celebrate and network with the best thought leadership in the tax and financial services at the 2024 Acuity Conference for Distinguished Advisors? Don’t miss the final opportunity for early-bird savings and reserve your spot by September 15, your tuition includes the Wine and Cheese Meet & Greet (exclusively for KB Designates), the Opening Reception and Knowledge Bureau Awards Dinner on Sunday, November 10. Then on November 11, you’re invited to join us the beautiful Rialto Theatre for the Acuity Gala for Distinguished Advisors. Details below:
The system is just wrong! Think of the problems your clients are having with CRA and their TFSA audits. The TFSA contribution room on the MyAccount portal does not coincide with actual contributions, yet CRA is giving. Another issue is the lack of use, improper use and/or set up of health spending accounts which are so important to small business owners. How do you make sure that these plans are audit proof? Lastly, there are inheritance/crypto scams out there. . .are you talking to your clients about this? Find out more in this informative Society of Real Wealth Managers Round Table hosted by Doug Buss, CLU, CPCA, CFP, CEA, RWM™, FDFS™ at the September 18 Virtual CE Summit.
Dr. Andreaa Vanacker will share her remarkable story and experiences to help you consider the role of joy and purpose in financial decision-making. You’ll be exposed to a new perspective in encouraging those you influence, to assess their legacy and optimize their most important asset: time. Learn more, only at the Acuity Conference for Distinguished Advisors November 10-12 in Montreal. Register by the September 15 early-bird deadline!
This is an annual favorite book, especially at year end tax planning time, by Jenifer Bartman and Evelyn Jacks from publisher Knowledge Bureau. It addresses a common family secret that plagues millions of Canadians from coast to coast: what to do with the family business at a time when boomers are contemplating retirement. Will the business sell for the millions owners hope for, blow up, or just wind down? Will family relationships survive it all?
New! Get hooked on taxes preparing true-to-life case studies on professional tax software. File simple tax returns confidently. This 20-hour pre-requisite to Knowledge Bureau’s highly acclaimed professional Diploma and Designation Programs is perfect for anyone new to personal tax filing and especially valuable for career development in the tax preparation or financial services. Pre-register now. Canada’s Income Tax Fundamentals Course™ will be available August 31 and you can take advantage of this pre-sale offer, ending this week!
Do you believe Canada’s tax system based, on self-assessment, has suffered under recent changes at CRA and by Finance Canada? If so, what is the one wish you have for tax reform?
Are you training your team this fall? Now is the time to take advantage of our lowest tuition fees of the year, and enhance your team’s specialized credentials from our Distinguished Master Advisor (DMA™ Designation Program) or Real Wealth Manager™ Programs and introduce new Specialized Credentials to your team’s training plan! Choose from Personal or Corporate Tax, Accounting, Retirement, Small Business Management and Wealth Management streams.
Are you ready to celebrate and network with the best thought leadership in the tax and financial services at the 2024 Acuity Conference for Distinguished Advisors? Don’t miss the final opportunity for early-bird savings and reserve your spot by September 15, your tuition includes the Wine and Cheese Meet & Greet (exclusively for KB Designates), the Opening Reception and Knowledge Bureau Awards Dinner on Sunday, November 10. Then on November 11, you’re invited to join us the beautiful Rialto Theatre for the Acuity Gala for Distinguished Advisors. Details below:
The system is just wrong! Think of the problems your clients are having with CRA and their TFSA audits. The TFSA contribution room on the MyAccount portal does not coincide with actual contributions, yet CRA is giving. Another issue is the lack of use, improper use and/or set up of health spending accounts which are so important to small business owners. How do you make sure that these plans are audit proof? Lastly, there are inheritance/crypto scams out there. . .are you talking to your clients about this? Find out more in this informative Society of Real Wealth Managers Round Table hosted by Doug Buss, CLU, CPCA, CFP, CEA, RWM™, FDFS™ at the September 18 Virtual CE Summit.
This is an annual favorite book, especially at year end tax planning time, by Jenifer Bartman and Evelyn Jacks from publisher Knowledge Bureau. It addresses a common family secret that plagues millions of Canadians from coast to coast: what to do with the family business at a time when boomers are contemplating retirement. Will the business sell for the millions owners hope for, blow up, or just wind down? Will family relationships survive it all?
