As Canada transitions into a new economic era under the new government's evolving tax policies, financial professionals face unprecedented challenges and opportunities. To navigate this shifting landscape, staying informed isn’t just beneficial—it’s essential. That's why CE Summits – Advisory Diploma is a must-attend professional program for tax advisors, financial planners, and professionals dedicated to delivering exceptional value to their clients amongst complexity. These sessions are led by expert faculty Evelyn Jacks, Doug Nelson, Carol Willes and Ruth Horst on May 21 – register by the May 15 early-bird deadline!
No time to wait for hours on hold with the CRA? Expand your tax season toolkit with Knowledge Bureau’s suite of immediately implementable tools including EverGreen Explanatory Notes and the Knowledge Bureau Tax Planning Calculators. These tools are designed to provide you with answers to trigger questions your clients have about tax efficiency and the important financial decisions they need to make.
Tax season is now in full swing, according to the most recent 2022 season filing statistics from the CRA. As of March 7 almost 2.5 million returns had been filed, with over 95% through electronic filing methods E=File and Netfile. As we approach the height of the season, does you team have the necessary resources to deal with the demands?
Did you know the federal government intends to double the Home Accessibility Tax Credit for tax year 2022? This week’s tax tip is relevant to caregivers and those age 65 or older. You may even be eligible to make a claim this year. Here’s what you need to know:
If you need answers to complex questions your high net worth families are asking about their income and capital after personal, corporate, trust and cross-border taxation, or when new triggers are driving financial decisions your clients want to make, working with a Real Wealth Manager (RWM™) can help you answer and execute on them. This is particularly so in today’s complex world when financial peace of mind – and answers to tough questions – both are more difficult to come by.
Do you have complex tax questions difficult to find on the CRA website? Are you too busy for long wait times on the phone with the CRA? At Knowledge Bureau we have a great solution to help you save time and money and answer more tax questions from your clients with confidence. It’s called Evergreen Explanatory Notes, your fast guide to issues, answers, explanations, client interview guides case studies, tax court cases, plus a fast way to link directly to all pertinent CRA forms, guides, folios, the Income Tax Act and much more!
For Canadian tax purposes there are basically two kinds of trusts: testamentary and inter vivos. A testamentary trust is one that arises on and in consequence of an individual’s death. An inter vivos trust is any trust other than a testamentary trust. Trusts have been thrust into the spotlight recently with new tax filing requirements. Knowledge Bureau has launched a new course to help advisors educate their clients. Here is a primer of what you will learn:
Does the new government’s promise, expected soon, to cut the lowest personal income tax rate by 1% to 14%, go far enough to help Canadians impacted by high costs? What are alternatives in your view?
No time to wait for hours on hold with the CRA? Expand your tax season toolkit with Knowledge Bureau’s suite of immediately implementable tools including EverGreen Explanatory Notes and the Knowledge Bureau Tax Planning Calculators. These tools are designed to provide you with answers to trigger questions your clients have about tax efficiency and the important financial decisions they need to make.
Tax season is now in full swing, according to the most recent 2022 season filing statistics from the CRA. As of March 7 almost 2.5 million returns had been filed, with over 95% through electronic filing methods E=File and Netfile. As we approach the height of the season, does you team have the necessary resources to deal with the demands?
Did you know the federal government intends to double the Home Accessibility Tax Credit for tax year 2022? This week’s tax tip is relevant to caregivers and those age 65 or older. You may even be eligible to make a claim this year. Here’s what you need to know:
If you need answers to complex questions your high net worth families are asking about their income and capital after personal, corporate, trust and cross-border taxation, or when new triggers are driving financial decisions your clients want to make, working with a Real Wealth Manager (RWM™) can help you answer and execute on them. This is particularly so in today’s complex world when financial peace of mind – and answers to tough questions – both are more difficult to come by.
Do you have complex tax questions difficult to find on the CRA website? Are you too busy for long wait times on the phone with the CRA? At Knowledge Bureau we have a great solution to help you save time and money and answer more tax questions from your clients with confidence. It’s called Evergreen Explanatory Notes, your fast guide to issues, answers, explanations, client interview guides case studies, tax court cases, plus a fast way to link directly to all pertinent CRA forms, guides, folios, the Income Tax Act and much more!
For Canadian tax purposes there are basically two kinds of trusts: testamentary and inter vivos. A testamentary trust is one that arises on and in consequence of an individual’s death. An inter vivos trust is any trust other than a testamentary trust. Trusts have been thrust into the spotlight recently with new tax filing requirements. Knowledge Bureau has launched a new course to help advisors educate their clients. Here is a primer of what you will learn:
