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:
While the government has stated that the new capital gains inclusion rules will not apply to the sales of a principal residence, which qualify for a principal residence exemption, the reality is that there are some important exceptions. Consider the following and join us on May 22 for the CE Savvy Summit to have a peer-to-peer learning experience, earn 15 CE Credits and obtain access to a comprehensive Retirement and Estate Planning Certificate course and recorded presentations that cover the details.
Did you know that CRA has spent close to $9 million on its Community Volunteer Income Tax Programs? CVITP grants have been providing in 3700 funding agreements to community organizations that offer free tax clinics. There is a natural symbiotic referral relationship between certified tax pros and the non-for-profit volunteers, who must pass on more complex returns and returns for those with higher incomes. Knowledge Bureau can help by providing training at special rates to volunteers who wish to upskill with professional certification.
Are you ready to take the next step and help your clients experience financial peace of mind while recent budget announcements, inflation and more are weighing heavily on Canadian taxpayers. Delivering confident advice has never been more important! Take advantage of an exclusive Program Offer and save $500 on Real Wealth Management™ Program tuition until May 31. Experience the education first by taking a risk-free Orientation, which includes a recording of a live RWM™ round table discussion.
Well, if we could all arrange to pass away before June 25th that would be very tax efficient! But that’s neither advisable nor desirable so we have to think about the post-budget estate planning realities. Does it make sense to set up testamentary trust anymore? Death is a large deemed disposition. Should we consider realizing some gains along the way? What has happened to the ability to make charitable donations on death? And what to do about the cottage? Find out more when you join us at the May 22 CE Summit.
Check out the recording of the live round table session featuring practicing members of the Society of Real Wealth Managers™ and learn more about how a Real Wealth Management approach can help your clients achieve financial peace of mind through the collaborative multi-stakeholder strategies aimed at building sustainable inter-generational wealth after taxes, fees and inflation. With recent budget announcements, inflation and more weighing heavily on Canadian taxpayers, having the ability to deliver confident advice has never been more important! Register now for the Orientation and consider enrolling in the Designation Program at a special tuition rate, only until May 31.
A new credential is available through Knowledge Bureau and it’s important because it will engage Millennials, GenX and Boomer co-horts in planning around their financial nemesis: taxes. The thoughtful role of the DMA™ Retirement Income Services Specialist is critical in achieving required after-tax outcomes that can skillful lead to greater financial peace of mind of retirees, and those saving for retirement. Plus, a comprehensive online program orientation is available to check out the curriculum risk-free!
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?
While the government has stated that the new capital gains inclusion rules will not apply to the sales of a principal residence, which qualify for a principal residence exemption, the reality is that there are some important exceptions. Consider the following and join us on May 22 for the CE Savvy Summit to have a peer-to-peer learning experience, earn 15 CE Credits and obtain access to a comprehensive Retirement and Estate Planning Certificate course and recorded presentations that cover the details.
Did you know that CRA has spent close to $9 million on its Community Volunteer Income Tax Programs? CVITP grants have been providing in 3700 funding agreements to community organizations that offer free tax clinics. There is a natural symbiotic referral relationship between certified tax pros and the non-for-profit volunteers, who must pass on more complex returns and returns for those with higher incomes. Knowledge Bureau can help by providing training at special rates to volunteers who wish to upskill with professional certification.
Are you ready to take the next step and help your clients experience financial peace of mind while recent budget announcements, inflation and more are weighing heavily on Canadian taxpayers. Delivering confident advice has never been more important! Take advantage of an exclusive Program Offer and save $500 on Real Wealth Management™ Program tuition until May 31. Experience the education first by taking a risk-free Orientation, which includes a recording of a live RWM™ round table discussion.
A new credential is available through Knowledge Bureau and it’s important because it will engage Millennials, GenX and Boomer co-horts in planning around their financial nemesis: taxes. The thoughtful role of the DMA™ Retirement Income Services Specialist is critical in achieving required after-tax outcomes that can skillful lead to greater financial peace of mind of retirees, and those saving for retirement. Plus, a comprehensive online program orientation is available to check out the curriculum risk-free!
