Helping First Nations, Inuit and Metis with Tax Filing
The Canada Revenue Agency is trying to reach out to Canada’s First Nations, Inuit and Metis to encourage them to file their tax forms on time and could use your help to make sure these communities get all the tax benefits they are entitled to. But filing tax returns are not always easy, especially when there is income on and off the reserve.Inter-Spousal Loans: A Rare Income-Splitting Opportunity
With the recently proposed tax reforms, more doors continue to close on opportunities for income-splitting between spouses. However, there is still one key strategy—the inter-spousal loan—that can minimize tax where one person in the couple earns significantly more than the other.
Please Help Us Thank Our DAC 2017 Sponsors
Last week, the 14th Distinguished Advisor Conference (DAC) took place in beautiful Kelowna. Please help us thank and acknowledge the incredible sponsors that helped bring this event to fruition, and the many Knowledge Bureau graduates who have offered their ongoing support - check out all the incredible speakers, networking and fun in the photo gallery!
Critical Financial Education on Family Business Tax at November CE Summits
The tax proposals introduced on July 18, 2017, are complex and continue to evolve, promising some mind-numbing complexing for business clients. Tax and financial advisors need to gain a thorough understanding of the intricacies of these proposals in order to reduce the impact on their clients. The November CE Summits will address this need, in a focused session featuring family business tax expert Larry Frostiak. Note - Registration ends today, November 15.
The Paradise Papers, Pre-Budget Consultations and The Real Tax Gap
This week brought more controversial tax news to Canadians: the Paradise Papers and a new tax “consultation”; this time in advance of the 2018 Federal budget. The elephant in the room in both these stories is the unfinished “consultation” on the massive tax changes proposed for private businesses.
BEST DAC EVER: The Advisor’s Role at the Crossroads of Change
The Distinguished Advisor Conference was an outstanding success with all of the speakers delivering thought leadership with passion and conviction to the theme: Financial Advice at the Crossroads of Change.
Innovate or Die: How “Leadapreneurs” Are Transforming Economies
In one of the most talked-about and ground-breaking sessions at this year’s Distinguished Advisor Conference, futurist Jan Bartscht, brought a stark message to the approximately 200 delegates in attendance: you must innovate or die in a stark business reality: 40 per cent of major companies will not survive the digital disruptions of the next five years.
