Cryptocurrency Explained: A Simple Guide for Beginners
It’s tax audit season and if you’re trading in crypto currencies, rest assured, CRA is on it. So is Finance Canada. Here’s an update on what’s in the latest legislation from the April 28 Spring Economic Update, that is in first reading now, and the tax reporting issues advisors and their clients need to be up-to-speed on.
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Distinguished Designates Connect at Inaugural Event
The Society of Distinguished Designates welcomed members, graduates, and guests to its recent inaugural networking event on May 13, bringing together professionals from across the tax, accounting, wealth management, and financial services community for an evening focused on collaboration, continuing education, and the future of advisory practice.
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May 27 CE Summit: Last Chance to Register for Critical Retirement & Estate Planning Updates
What’s new for tax and financial advisors to be aware of post-tax season that impacts planning in 2026 and beyond? Don’t miss the critical tax law updates stemming from the Spring Economic Statement, retirement income planning, rules for death of a taxpayer and estate planning strategies and T3 filing tips. Check out the agenda below and register now for the May 27 CE Savvy Summit.
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Scaling Your Financial Services Practice Post-Tax Season
Now that the height of tax season is over, many tax and financial advisors are turning their attention back to a growing challenge: how to build a stronger, more scalable business in one of the most difficult environments Canadian entrepreneurs have faced in decades. In fact, today, 55% of Canadian SMEs say they would not recommend starting a business, according to a CFIB Report.
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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.
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