August 2025 Poll
A public consultation on whether the CDIC’s deposit insurance limit should be raised to $150,000 per deposit category is underway. Do you agree?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.
Poyser Discusses Reportable Transactions, Family Dissention and Family Asset Transitions
John Poyser will challenge professional advisors to open their dissenting issues – with CRA, within family wealth discussions, and when preparing the transition of cottage and business assets to the next generation in a compelling program of tips and traps all tax and wealth advisors need to be aware of.
Rowell Teaches T1135 and Other Audit-Prone Tax Issues
Tax audit season has begun and you need to be prepared to represent your clients with competence, confidence and a winning attitude by knowing what will be audited, what can be defended, and how to astutely position your advocacy for your client’s best after-tax position.
What is the Age Amount?
The Age Amount is a non-refundable tax credit found on Line 301 of Schedule 1 of the federal tax return (provincial amounts may vary).
Part 3: The Art & Science of Retirement Planning
Doug Nelson, author of Master Your Retirement, looks deeper into the questions you should ask yourself when considering each of the seven retirement plan components.
