Connect, Contribute and Collaborate with the Society of Distinugished Designates at the Manitoba Club
As technology, regulation, and client expectations rapidly evolve, the role of the distinguished advisor is changing too. AI agents, CRA digitization, and increasingly complex client needs are reshaping the future of tax, accounting, and wealth advisory services. Join fellow professionals and leaders for an interactive discussion on how to evolve your practice beyond transactional work into deeper, year-round inter-advisory relationships that deliver greater value to clients and stronger opportunities for growth.
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Fuel Excise Tax on Hold But Inflation is Not
The U.S.-Israel war on Iran has thrown global oil prices into turmoil and there is plenty of fallout for consumers. Travelling to Europe this summer? That’s in jeopardy, as jet fuel may run out. Looking for relief at the pumps instead? The recently announced suspended federal excise tax on gasoline, unleaded aviation gasoline, diesel fuel and aviation fuel here in Canada will soften the blow, but only temporarily: it will be zero from April 20 to September 7, 2026. Here’s what you need to know:
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Tax Filing for Newcomers in Canada
Canada Revenue Agency (CRA) has issued updated guidance for 2026 to assist new residents in efficiently navigating their initial tax season, something professional advisors may wish to take more time to cover with immigrants to Canada. Filing a tax return is not only a legal obligation for residents but also serves as an entry point to vital benefits and credits that can substantially aid individuals and families as they establish their lives in Canada. Further, it’s important for people to know that it’s a requirement to report world income in Canadian funds on the T1.
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Mark Your Calendar for the April 28 Spring Economic Statement
Mark your calendar for the April 28 Spring Economic Statement and KBR’s Special Report. One cannot help but wonder what taxing provisions may be buried in its pages, coming just two days before the tax filing deadline. This important statement is a touch base on Canada’s finances, bridging two federal budgets and this deserves the full attention of taxpayers and their advisors. Here’s why:
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May 27 CE Summit: Critical PD on Spring Economic Statement & Retirement Income & Estate Planning
Retirement planning has become significantly more complex with new T1, T2 and T3 filing requirements for many of your clients. For these reason, Knowledge Bureau’s May 27 CE Savvy Summit is a critical – and cutting edge - professional development day for advisors in the tax and financial services industry. Learn from award winning tax educator Evelyn Jacks, who will decipher the April 28 Spring Economic Statement (SES); bestselling retirement author Doug Nelson on “Retirement Income Layering at Every Life Stage,” and Leanne Rodrigo’s detailed Estate Planning on Death of a Taxpayer – including corporate owner-managers, plus the latest news on new bare trust filings, inter vivos and Graduate Rate Estates (GRE). Not to be missed: learn T3 Filing fundamentals with Ruth Horst. Here’s the must-know agenda overview: Register by May 13 for early bird tuition rates.
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