This Month’s Poll
Should the Old Age Security clawback start at a lower net income than the current $93,454?Understanding Synthetic Dispositions – Forward Sale, Securities
In the May 8 issue of KBR, the article “Understanding Synthetic Dispositions” explained the concepts of synthetic dispositions and their tax implications. In this issue, we provide an example involving the forward sale of securities.
Understanding How to Work with CRA, Post-Season
Taxpayers and their advisors must prepare documentation and filings that follow both the laws created by the Department of Finance and the interpretation of the law by CRA. This has been proven again and again in the Courts. That’s why taxpayers and their advisors must understand the rules and how to comply with them, not just during tax filing season, but in its aftermath, too.
Focus on Future Grads
Use a TFSA and RESP strategy for your child's future education.
Be Certified In CRA Audit Defence – Registeration Extended to Noon May 17!
Hurry – Calgary is sold out (put your name on the waiting list), but there is still room in Winnipeg, Vancouver, and Toronto.
Must-Have Financial Education for a New Generation
A perfect grad gift, The Smart, Savvy Young Consumer is about launching a financial life with the knowledge and skills to make responsible decisions. Give your clients and the new graduates in your life the gift of knowledge: Buy 3, Get 1 Free! Use PromoCode: KBRSPECIAL.
Advise Your Clients on Business Valuation Issues
Earn your certification in Business Valuation for Advisors and become a valuable resource to your clients when considering business valuation issues. Understand the notion of value, company specific and market based approaches for estimating value, the key stages of the business transaction process, value and investment transactions, and the implications of financial performance on value.
