Micro-Courses Have a Big Impact
Today’s financial advisors is an education, an advocate and a steward of client resources. But tax laws are in continuous flux, regulations evolve, and client expectations shift in response to complex life events. For today's advisors, continuing education isn't something that happens once a year to meet CE Credit requirements. It's an ongoing part of delivering confident, informed advice. That's where CE Master Micro-Credentials come in, together with a July 31 tuition offer.
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Record Number of Tax Returns Filed in 2026
It looks like tax season 2026 could be the biggest one we’ve seen in the history of filing in Canada, proving once more that Canadians are extremely tax compliant and that filing a personal tax return is the most important triggers for long term wealth planning in this country. But there is a shortage of qualified people and now is the time to do something about that before tax season 2027.
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Women, Wealth and Tax Knowledge
Women control an increasing share of global wealth. From 2018 to 2023, global wealth increased by an amazing 43% but women’s share increased by an even more impressive 50%. For financial advisors it means your female clients are going to be more important to your business than ever; for tax advisors, there is an opportunity to engage during important life events.
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CPP Contributions Going Down
Canadians may see a small increase in their take-home pay beginning in January 1, 2027 thanks to a reduction in Canada Pension Plan (CPP) contribution rates, but most people won’t notice a lot of new cash flow. However, this does represent a significant policy change. It’s one tax and financial advisors should consider, as it will affect payroll deductions, T4 reporting, and year end tax planning, especially in discussions about retirement options with clients.
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Mid-Summer Tax & Financial Milestones
Midsummer happiness abounds across Canada as families take the time to recharge, enjoy the long summer days, music festivals and update tax, financial and educational milestones to get ready for a busy fall. It’s high time, in fact, to mark your calendar! To help, here’s Knowledge Bureau’s mid summer Tax and Investment Milestone Checklist. Feel free to share it with your friends, colleagues and clients:
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