News Room

Helping First Nations, Inuit and Metis with Tax Filing

The Canada Revenue Agency is trying to reach out to Canada’s First Nations, Inuit and Metis to encourage them to file their tax forms on time and could use your help to make sure these communities get all the tax benefits they are entitled to. But filing tax returns are not always easy, especially when there is income on and off the reserve.

Advise Affluent Families Seeking Tax-Efficient Investment Planning

Establish a strategic and tax-efficient investment income plan that will result in capital accumulations placed in the right hands within the family. Enrol in Tax Strategies for Financial Advisors and earn 30 FPSC-approved CE credits.

DAC: Catch the Early Bird by June 30 and Save $550

Experience an incomparable educational experience at the Distinguished Advisor Conference (DAC) in the beautiful Texas Hills as you gain perspective and insight from outstanding thought leaders in the tax and wealth advisory industries.

Powerful Tools to Document Your Client Experience

Provide comprehensive client services through the accumulation, growth, preservation, and transition stages using the 14 innovative calculators in the Client Relationship Toolkit. Try them free!

July 1 - Anti-Spam Legislation Soon the Law – Are You Ready?

Starting July 1, 2014, the new Canada Anti-Spam Law requires businesses to obtain consent from their clients to continue sending email communications.

Online Security an Issue In General, Not Just With Filing Online

Did the Heartbleed security error cause concern about filing online with CRA? 64% of KBR readers said ‘no.’

Minimizing Instalment Payments

The second quarterly instalment for 2014 will be due on June 15. It’s important to minimize that payment and keep your clients’ money invested.
 
 
 
Knowledge Bureau Poll Question

Should the Old Age Security clawback start at a lower net income than the current $93,454?

  • Yes
    10 votes
    17.54%
  • No
    47 votes
    82.46%