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.

Complex Exit Strategies?

Join us in the beautiful Texas Hills for the Distinguished Advisor Conference, November 9-12, 2014. Think strategically with succession planning experts and top wealth advisors. Experience education differently at DAC!

Feds Sell Billions of First Ever 50 Year Bonds

When Finance Minister Joe Oliver announced on April 28 that the Government of Canada would issue $1.5 billion in first-of-a-kind 50-year bonds, maturing on December 1, 2064 with a yield of 2.96 per cent, he hoped for strong demand and the placement of at least $750 million.

Path to Bachelor’s Degree Required for Out-of-Country Tuition Tax Credits

The Tax Court of Canada (TCC) recently had to decide whether a taxpayer who attended a “university outside Canada” qualified to claim the tuition fee tax credit, under paragraph 118.5(1)(b) of the Income Tax Act (the Act).

Evelyn Jacks: Should Top Incomes Be Subject To Higher Taxes?

As provinces in Canada attempt to add surtaxes to top earners in Canada, the most recent being Ontario in its defeated May 1 budget, a debate on whether top incomes should be subject to more tax continues. 

You’re Invited: Come Think With Us About Change

Don't miss the one-day May Distinguished Advisor Workshop in a city near you May 21-June 3. The theme is CHANGE...change in relations with CRA and change within the family as clients copy with life transitions. How can you be the best advocate and steward for your client? Earn 10 CE/CPD credits – register today!

Jacks To Focus on 2014 Budget Changes & Wealth Management Trends

Evelyn Jacks will kick off the Distinguished Advisor Workshops next week by helping tax and wealth advisors prepare their clients for recent budget changes and global wealth management trends that will affect planning in 2014-2015. 
 
 
 
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%