Opportunity: Canadian Dollar Stabilizes, Somewhat
Things have started to turn around for the Canadian dollar in the second quarter of 2025. It hit a 22 year low in January of 2025. Investors and property owners, who have been swooning at the high burn rate in their travel plans and property maintenance abroad, may wish to consider recent more positive trends and consider some risk mitigation opportunities now that the dollar is stabilizing somewhat.Avoid Tax Traps: Estimate Your 2018 Taxes Due
The June 15 tax filing deadline for proprietorships is just around the corner. But, there’s another problem soon to befall delinquent taxpayers: the tax collector is coming if you haven’t paid up, and you can expect a “no excuses” approach.
Staying Prosperous: Market Performance Outstrips Government Transfers
Significant gains in transfer payments combined with good market income growth translated into an increase in median income for Canadian households, to $57,000 in the period 2000 to 2016. There is a message in the numbers for pre-retirees, and in particular women: be proactive about tax-efficient investing now or risk poverty in retirement.
The Impact of Change: Retirement Planning Services Must Evolve
The transformation of the CPP, new income splitting rules for family business and more are changing the retirement planning game, and a new study shows that clients find the most value when their tax or financial advisors make retirement-related services a priority.
Still Confused About CPP? Understanding Key Changes
Understanding CPP changes is something Canadians continue to struggle with. Here is some history, and key guidelines to share with your clients and guide you in leading them towards tax-efficient income planning decisions in 2018 and beyond.
Sneak Peek! Start Your Career Filing Personal Tax Returns
Now that it’s May, a whole new tax season – 2018 - has begun! It’s prime time to “spring into studies” and enhance your career with knowledge and skills in personal tax consultancy. Why? Artificial intelligence and software solutions can’t replace the true value of specialized advice.
June 15 Filing Deadline for Proprietorships: Brush Up on Tax Change Now
Small businesses in Canada are responsible for employing 8.2 million Canadians, which is 70.5 percent of the total labour force.1 Recent tax changes impacting small-business owners require broader, deeper tax knowledge for accurate, audit-proof returns. It’s time to brush up on audit-proof tax filing skills now in advance of the June 15 final filing deadline.
