News Room

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?

The Burden of Proof

The Tax Court of Canada (TCC) recently decided that, although a relevant factor, prior convictions in criminal proceedings resulting from plea bargains are not determinative of the relevant facts and issues in a subsequent civil tax appeal.

Evelyn Jacks: Online Commerce Demands Principles For Financial Literacy

Canadians are increasingly transacting online and tracking the path the money takes – into and out of various accounts – and credit arrangements can be complicated, frustrating at times, and difficult to track.

Grad Spotlight - Lori Campbell, MFA

Lori Campbell earned her MFA-Succession and Estate Planning Specialist designation in 2012 and has been a frequent delegate of the Distinguished Advisor Conference over the last seven years. We are pleased to have Lori as one of our distinguished grads.

How Much Is the Credit for Charitable Donations?

The donation credit is non-refundable and reduces taxes payable. For those who have donated in the past, the credit can be close to 50 cents on the dollar, depending on how much you give. First-time donors can get an extra 25% credit for cash donations up to $1,000.

How to Reduce or Eliminate Repayments of Social Benefits in 2014

Taxpayers who receive Employment Insurance or Old Age Security benefits in 2014 may be required to repay all or part of those benefits, depending on their income level. However, there are ways to reduce or eliminate those repayments.

Provide Holistic Wealth Management Advisory Services to Your Clients

Advise affluent families seeking tax-efficient investment planning. Enrol today in Tax Strategies for Financial Advisors and save $50. Earn 30 FPSC-approved CE credits.
 
 
 
Knowledge Bureau Poll Question

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?

  • Yes
    2 votes
    100%
  • No
    0 votes
    0%