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.
As Canada’s head office economy continues to contract, the responsibility for economic growth, innovation, and leadership is increasingly falling to small- and mid-sized businesses. This shift presents both a challenge and an opportunity. And, it’s exactly why the DMA – Small Business Services Specialist Program should be a critical part of your professional development library. Designed to equip professionals with the tools to support sustainable business growth and succession, this online designation program prepares you to develop leadership skills from the ground up as Corporate Canada is experiencing a disturbing trend. Here’s more:
Advisors often promote holding corporately owned insurance policies because it provides clients with the ability to fund their policies using lower corporate tax dollars. Proceeds are also received tax free on death. But there are important pitfalls, says Leanne Rodrigo, CPA, CA, a special guest Faculty Member at the Acuity Conference for Distinguished Advisors (DAC), November 23-26, 2025 in beautiful Puerto Vallarta. Early bird registration ends June 30 . There are many things to think about:
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!
With the personal tax filing deadline behind us, now is the time for a second look—especially when it comes to medical expense claims and eligibility for the Disability Tax Credit (DTC). Many Canadians with disabilities, or those who care for them, may have overlooked or under-claimed important tax benefits during the initial rush to file. Post-tax season is the perfect opportunity to review, adjust, and plan for maximum tax efficiency going forward. One area worth special attention is the intersection of attendant care expenses and the DTC—a combination that, if not claimed carefully, can leave tax savings on the table.
Knowledge Bureau is proud to introduce new micro-credentials in Small Business Services through a new CE Mastery Program, designed to give business owners and their teams the financial confidence and knowledge needed to drive better outcomes — both in the business and in life.
In a rapidly evolving tax and estate planning landscape, one topic has stood out for its complexity and controversy: Bare Trusts. These once quietly used tools for holding family cottages, minimizing probate, or preserving privacy have now found themselves under the microscope of new CRA reporting requirements.
As Canada’s head office economy continues to contract, the responsibility for economic growth, innovation, and leadership is increasingly falling to small- and mid-sized businesses. This shift presents both a challenge and an opportunity. And, it’s exactly why the DMA – Small Business Services Specialist Program should be a critical part of your professional development library. Designed to equip professionals with the tools to support sustainable business growth and succession, this online designation program prepares you to develop leadership skills from the ground up as Corporate Canada is experiencing a disturbing trend. Here’s more:
Advisors often promote holding corporately owned insurance policies because it provides clients with the ability to fund their policies using lower corporate tax dollars. Proceeds are also received tax free on death. But there are important pitfalls, says Leanne Rodrigo, CPA, CA, a special guest Faculty Member at the Acuity Conference for Distinguished Advisors (DAC), November 23-26, 2025 in beautiful Puerto Vallarta. Early bird registration ends June 30 . There are many things to think about:
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!
With the personal tax filing deadline behind us, now is the time for a second look—especially when it comes to medical expense claims and eligibility for the Disability Tax Credit (DTC). Many Canadians with disabilities, or those who care for them, may have overlooked or under-claimed important tax benefits during the initial rush to file. Post-tax season is the perfect opportunity to review, adjust, and plan for maximum tax efficiency going forward. One area worth special attention is the intersection of attendant care expenses and the DTC—a combination that, if not claimed carefully, can leave tax savings on the table.
Knowledge Bureau is proud to introduce new micro-credentials in Small Business Services through a new CE Mastery Program, designed to give business owners and their teams the financial confidence and knowledge needed to drive better outcomes — both in the business and in life.
In a rapidly evolving tax and estate planning landscape, one topic has stood out for its complexity and controversy: Bare Trusts. These once quietly used tools for holding family cottages, minimizing probate, or preserving privacy have now found themselves under the microscope of new CRA reporting requirements.
