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.Introducing the New DAC Acuity 2020
Canada’s longest running conference for top advisors in the tax, accounting and financial services is getting an exciting new mandate. Knowledge Bureau’s highly successful DAC (Distinguished Advisor Conference) will morph into a modern new program called DAC Acuity 2020, and will be held in Niagara Falls from October 28 to 30, 2020.
DAC 2019 New Advisor Award Winner: Steven Furtado
Knowledge Bureau is pleased to announce that Steven Furtado, Mandeville Private Client Inc./Zagari, Simpson & Associates, has been selected as the 2019 winner of the Distinguished New Advisor Award. The award will be presented at the Opening Ceremonies of the Distinguished Advisor Conference (DAC) in Puerto Vallarta, November 10-13.
Farmers and Fishers: Tax Instalments are Due Soon
Farmers and fishers who are required to make tax instalment payments need to do so once per year on December 31. Now is the time to calculate 2019 income and potential instalment remittances, but in the alternative, to consider whether any farming losses are claimable. Will they pass the scrutiny of a tax auditor? With the instalment deadline as a trigger, here are some common questions and answers on how farming loss claims are handled.
Boost Your Tax Knowledge and Earn CE Credits with the Tax in Practice Program
As part of our commitment to your ongoing professional development, Knowledge Bureau has collaborated with Sun Life Financial to bring you Tax in Practice, a free online program about common tax planning issues faced by investors and business owners. The program consists of 10 CE-accredited modules covering a wide range of topics like tax strategies in the sale of a business and use of trusts in tax and estate planning, and that's just naming a few!
Segregated Funds vs Mutual Funds: It Makes A Difference at Year-End
At year-end, planning to make investments in non-registered accounts should be peppered with tax-efficiency, especially when it comes to buying mutual funds. Here’s a primer on what you need to know if you are interested in maximizing tax, retirement and estate planning goals.
Financial Literacy Month: Advisors Can Help Fill Knowledge Gaps
November is Financial Literacy Month, and it’s an important opportunity for advisors to help improve their clients’ financial knowledge and address some of the unique financial planning needs of specific demographics, including women. Specifically, what guidance and education do trends show Canadians need when it comes to financial literacy?
