News Room

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.

Make Better Investment and Vacation Decisions in the U.S.

Get the inside story on how to preserve your wealth while enjoying your cross-border travels, hassle-free. Pick up your copy of Canadians & The IRS. Makes a great gift for friends, family, and clients.

Become The Key Advisor In Your Clients’ Most Important Life Events

Expand your expertise in the concepts of Real Wealth Management™ and provide holistic wealth management advisory services to your clients. Enrol in the newly updated Elements of Real Wealth Management today, the first in the MFA–Retirement Income Specialist™ Designation program.

DAC: Think BIG! Don’t Miss The Early Bird Registration – June 30

Experience education differently at DAC! Think strategically with succession planning experts, economists, portfolio management specialists, tax and legal advisors, celebrities, and marketing experts November 9-12, 2014.

File Form T1135 By July 31

It’s important to file the new Form T1135 – Foreign Income Verification by July 31 this year. The Departments of Finance and CRA have been prolific in their steps to close down tax loopholes and this new form is a cornerstone of these activities. 

Tax Remittances: Proactivity Key to Due Diligence Defence

Due diligence was a big topic at the Audit Defence Bootcamp this past week, as the burden of proof in establishing a due diligence defence rests with any appellant to a CRA challenge.

Partners Beware: Mandatory Retirement Is Okay

The Supreme Court of Canada recently held that a partnership’s mandatory retirement policy was not arbitrarily discriminative, as a partner is not an employee.
 
 
 
Knowledge Bureau Poll Question

Should the Old Age Security clawback start at a lower net income than the current $93,454?

  • Yes
    7 votes
    14%
  • No
    43 votes
    86%