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.

DAC 2013: John Poyser – Preservation: It’s About the Crystal Ball

Why have the financial and legal advisory communities done such a poor job of committing their clients to a deep and effective estate planning process?  

Act as Power of Attorney for a Loved One with Confidence

You, like millions of others, may have to handle financial affairs for a loved one at some stage or another. You may already be doing so. One way or the other, you have an important responsibility. Join us in Calgary for Attorney School, August 30, 2013 for only $99.

Cut the Crap and Manage the Bull

Do you want financial freedom on your own terms. Learn how to develop the Winner’s Mindset in Managing the Bull – a must-read, inspiring, informative, and impactful book by a celebrated author, David Christianson, who was just named a Fellow of FPSC. Buy 3, Get 1 Free.

Advisors: Earn Meaningful CE with Tax Strategies for Financial Advisors

Develop a strategic and tax-efficient investment income plan with your clients that will increase returns. Now qualifies for 30 FPSC CE credits. Enrol before July 15 and save $200...we'll even pay the sales tax! Call 1-866-953-4769.

Expert Panel: The Advisor’s Opportunity with Money Savvy Kids

Affluenza is a problem!  What challenges do advisors face in building wealth for the children of their clients, especially in the case of high net worth clients?  

Get Quick Answers on RRSP Contributions

The RRSP is the most versatile vehicle available for tax planning for most Canadians although it is often poorly utilized. The RRSP Savings Calculator provides quick answers about the potential tax savings that can be obtained through an RRSP contribution as well as the consequences of borrowing to make that contribution.
 
 
 
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
    358 votes
    70.75%
  • No
    148 votes
    29.25%