Did you know that the Disability Tax Credit is not only lucrative when it is claimed on the tax return, but it is required to enable fifteen other provisions on the return. There is so much money left on the table when this provision is missed. Here are the additional provisions, and why working with a DMA™ Personal Tax Services Specialist is so important. In fact, it’s not too late to get this credential yourself before the start of the tax season.
For seasoned advisors and tax professionals, continuing education isn’t just a box to check—it’s a tool for leadership, specialization, and stronger client outcomes. That’s why Knowledge Bureau has introduced CE Master Micro-Credentials: curated, high-impact CE collections designed to help you sharpen your skills across financial disciplines—and stand out in a competitive, increasingly regulated space. Consider the experience of recent grads and then try it yourself! Enrol this July and receive a special introductory discount.
Since 2017, the adoption of Electric Vehicles (EVs) has surged in popularity. Our current government is poised to follow through on a mandate that will require that hybrids and EVs make up 20% of new car sales (passenger cars, SUVs and trucks) in 2026 with the goal of 100% by 2035. There are some important tax issues to consider in this ambitious mandate, including, what this will do to the value of fuel-based autos, the CCA write-offs available and most important from an audit standpoint, how to track the receipting for the costs.
At the 2025 Acuity Conference for Distinguished Advisors November 23-26 in Puerto Vallarta, a multi-disciplinary audience of top advisors will have the opportunity to learn from one of Canada’s most experienced wealth strategists, author, and Head of BCV Private Client Group: Douglas V. Nelson, RWM™, MFA™, CFP®, CLU, TEP. In a dynamic session built around real-world results, Doug will demonstrate how to build resilient, tax-efficient retirement portfolios, a necessary strategy in today’s volatile markets.
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:
Periodically the Canada Revenue Agency (CRA) will embark upon a campaign with slogans to the effect that tax filing is simple. With over 20 years of experience in professional personal tax preparation - and still learning more every year – that’s perplexing as the majority of tax returns are far from simple. But completing an introductory tax prep course is foundational for everyone. It will maximize the relationship between the tax filer and the CRA, their financial pros and their investment decisions. Fortunately help is here, now.
Today’s most successful advisors and tax professionals know that ongoing education is not just about compliance—it’s about leadership, specialization, and delivering better client outcomes. For practitioners who seek to diversify their knowledge across multiple financial disciplines, Knowledge Bureau’s CE Master Micro-Credentials offer a focused, practical path to sharpen expertise and stand out in an increasingly competitive and regulated industry. . .at a special introductory offer for the month of July.
For seasoned advisors and tax professionals, continuing education isn’t just a box to check—it’s a tool for leadership, specialization, and stronger client outcomes. That’s why Knowledge Bureau has introduced CE Master Micro-Credentials: curated, high-impact CE collections designed to help you sharpen your skills across financial disciplines—and stand out in a competitive, increasingly regulated space. Consider the experience of recent grads and then try it yourself! Enrol this July and receive a special introductory discount.
Since 2017, the adoption of Electric Vehicles (EVs) has surged in popularity. Our current government is poised to follow through on a mandate that will require that hybrids and EVs make up 20% of new car sales (passenger cars, SUVs and trucks) in 2026 with the goal of 100% by 2035. There are some important tax issues to consider in this ambitious mandate, including, what this will do to the value of fuel-based autos, the CCA write-offs available and most important from an audit standpoint, how to track the receipting for the costs.
At the 2025 Acuity Conference for Distinguished Advisors November 23-26 in Puerto Vallarta, a multi-disciplinary audience of top advisors will have the opportunity to learn from one of Canada’s most experienced wealth strategists, author, and Head of BCV Private Client Group: Douglas V. Nelson, RWM™, MFA™, CFP®, CLU, TEP. In a dynamic session built around real-world results, Doug will demonstrate how to build resilient, tax-efficient retirement portfolios, a necessary strategy in today’s volatile markets.
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:
Periodically the Canada Revenue Agency (CRA) will embark upon a campaign with slogans to the effect that tax filing is simple. With over 20 years of experience in professional personal tax preparation - and still learning more every year – that’s perplexing as the majority of tax returns are far from simple. But completing an introductory tax prep course is foundational for everyone. It will maximize the relationship between the tax filer and the CRA, their financial pros and their investment decisions. Fortunately help is here, now.
