This Month’s Poll
Should the Old Age Security clawback start at a lower net income than the current $93,454?New Wealth Eroders Facing Canadians
As Canadians plan to take a break from tax for summer holidays, the key eroders of wealth – taxes, inflation and the costs of building wealth – are about to take a bigger bite out of Canadian’s balance sheets. There are three key reasons for this and it’s important to set up some time with tax and financial advisors before hitting the beach, to plan to stay ahead of tax issues and comply with two more filing deadlines as well.
New Canada Disability Benefit is Finally Law
There are 6.2 million persons with disabilities in Canada, 23% of whom live in poverty. The Canada Disability Benefit (CDB) has been created and now passed into law (June 22, 2023) to help. However, exactly when the payment will start and how much will be paid is still a mystery.
July 1 Checklist: New Tax Milestones to Observe
The third quarter of 2023 is about to unfold and with it several milestones: the days are getting shorter again, all but one tax filing deadlines have passed (remember October 31 for the UHT), and there are some payroll remittance changes on the horizon:
June 30 Deadline: Designate Recertification, Canada Day Sale and more!
June 30 is an important date for current and prospective Knowledge Bureau students! Save time and money, act now for Designate recertification, half price CE Savvy Collections, DAC early-bird deadline, and a special Canada Day sale for our specialized credentials programs! As a reminder, our offices will be closed on Monday, July 3 – check out these tuition specials: online registration is always available!
DAC Acuity 2023: Featuring a Tax Planning Powerhouse!
The 2023 Distinguished Advisor Conference (DAC Acuity) takes place November 12 to 14 at the beautiful Banff Springs Hotel. This year out line-up of thought leaders features a tax planning powerhouse…check it out and be sure to register by the June 30 early-bird deadline to save up to $900 on tuition.
Last Chance: Free Lunch & Bold Thinking!
Want to get your blood pumping and your imagination soaring about what the future of the tax, accounting and financial services might look like? This is your invitation to think boldly and re-imagine it! Please join the Society of Real Wealth Managers RWM™ for an open conversation about what’s holding us back in making transformational change on November 12 over brunch at the Banff Springs Hotel on the day the amazing 20th Anniversary DAC Acuity 2023 Conference begins (November 12-14th). Register by June 30 and lunch is complimentary for members.
