News Room

AUTHREP Changed July 15

Since July 15, the "Authorize a Representative" service in EFILE, accessed through tax software, will no longer be available. Tax professionals must now use the Represent a Client (RAC) portal to request online access to a client’s account.

Life Expectancy and the OAS Postponement Issue

According to a Canadian Institute of Actuaries (CIA) study published by advisor.ca, the life expectancy of a 60-year-old male today has increased by 2.9 years (from 24.4 to 27.3 years), while the life expectancy of a 60-year-old female has increased by 2.7 years (from 26.7 years to 29.4 years).

Back to School Tax Tips for Students

With back-to-school just around the corner, there are several important recent tax issues for students that will be helpful to keep in mind for the year ahead.

Good News: Knowledge Bureau Secures More Rooms in Ojai for DAC 2013

It’s not too late – call us today to reserve your spot at the Distinguished Advisor Conference. We have been able to secure a small block of additional rooms at our spectacular venue. Please call today to register for the 10th annual Distinguished Advisor Conference, November 10-13.

DAC 2013: Charlie Spiring – Your Momentous Future…Why Adaptability Matters

If you are intent on building your firm to new heights, you won’t want to miss this inspirational story: Charlie Spiring will take you into the future with his inspirational Wellington West story and the lessons that he has learned.

Corporate Tax & Year-End Planning Bootcamp

The detailed agenda for the November 1-6 cross-Canada tour of our Corporate Tax & Year-End Planning Bootcamp is now available. Don’t miss this comprehensive one-day event which will teach you and your team to confidently prepare T2 returns and plan the integration of personal/corporate tax efficiencies. To join us, reserve your spot by September 30.

MASTER Your Investment in the Family Business

Are you working with the owner or a member of a family business? Are you wondering how you can best advise the family on how to use the business opportunity to provide for retirement income? Learn how to protect one of your client’s most valuable assets with MASTER Your Investment in the Family Business. . .a great take-away from your next “lunch and learn” client seminar!
 
 
 
Knowledge Bureau Poll Question

Do you believe Canada’s tax system based, on self-assessment, has suffered under recent changes at CRA and by Finance Canada? If so, what is the one wish you have for tax reform?

  • Yes
    357 votes
    70.69%
  • No
    148 votes
    29.31%