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.

The Art and Science of Retirement Planning

Doug Nelson is author of the newly released Master Your Retirement and shares these wisdoms for retirement income planning. 

Claiming Debt Forgiveness

Previously undeducted resource allowances carried forward may have to be reduced under the debt forgiveness rules.

People in the News

Knowledge Bureau's authors have been well represented across the media this past week – television, radio, print, and live events.

Financial Fotographs: Just Coffee

Kevin Gebert, author of Financial Fotographs, shares a brief excerpt from his chapter entitled “Just Coffee”.

Advise Clients on How to Give to Charities Tax-Efficiently

Expand your career with a solid understanding of strategic charitable planning and assist your clients with philanthropic goals as part of an overall wealth management plan. Enrol in Investment Strategies in Charitable Giving and save $50.

Do Your Clients Know How Much “Real Money” They Can Spend?

Help your clients better plan their spending for the “must haves” with the Cash Flow Calculator. Map out discretionary spending and saving money more purposefully in the right accounts for emergencies and future wants like security in retirement or the best education for the kids.
 
 
 
Knowledge Bureau Poll Question

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

  • Yes
    8 votes
    14.81%
  • No
    46 votes
    85.19%