Tax Avoidance, Financial Stress & Well Being
Earlier this month, Statistics Canada published a report titled Stretching the Loonie: a time series analysis of financial difficulty and quality of life. The report is based on a nation-wide survey and the results are concerning. They reveal a serious trend and it is possible this is contributing to the late filing trend we are seeing this tax season.Donating Public Shares with Accrued Gains
Budget 2016 eliminated the proposed change to exempt from capital gains tax, the gains made on the disposition of real estate or private corporation shares when the proceeds are donated to charity.
DAC: It’s Not Too Late to Join Us to Earn 15 CE Credits
Top guns know. . .be on the ground with DAC delegates on the eve of the American election and hear expert commentary about the fallout of this controversial and exceptional time. It’s not too late to join close to 200 delegates in San Diego Nov 6 – 9; there are a few spots left.
Coming Soon: Fall Distinguished Advisor Workshops
Register by October 21 for early bird rates for Distinguished Advisor Workshops – fall edition. October marks the official start of “year-end tax planning season,” and this year there are lots of planning concerns for business owner-managers, real estate owners and succession planning. Top industry experts will enlighten you, so you can add value to your client relationships.
Be Prepared When It Comes to Final Returns
Death is never timely, yet it comes to at least 1% of the population each year. Brushing up on filing requirements and planning opportunities in the year of death can save families thousands of dollars. Now is a great time to take Knowledge Bureau’s Final Returns on Death of a Taxpayer course so you can plan the after-tax consequences of deemed disposition of assets at death for your clients and their heirs.
Life Purpose
"I think self-awareness is probably the most important thing toward being a champion." Billie Jean King
Beef Up Your 2017 Canada Child Benefit Now
It’s unclear whether Canadians are really getting more from their Canada Child Benefit in 2016 over the Universal Child Care Benefit and family income splitting. That’s the subject of our October poll. However, at this time of the year there is lots a tax specialist can do to make sure your family maximizes the credit.
