Register by Feb 15 and Earn New Specialized Credentials as a Distinguished Master Advisor™!
The DMA™ Distinguished Master Advisor is a technical specialist in one or more financial disciplines: personal tax, corporate tax, accounting, or small business management and business transition services. Register by February 15 to earn new specialized credentials that build confidence, bring new solutions and build new networks!
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New! Earn a New Certificate in Lifecycle Transitions Planning
Especially for experienced financial services professionals as part of a comprehensive workplace training plan! Earn a new Certificate in Lifecycle Transitions Planning. Choose 15 cool new interactive mini-courses – one hour in length - from a selection of 80 modules. There’s one important focus: to help you engage more effectively in tax-efficient wealth management conversations during this period of significant – and potentially expensive – tax change in Canada. Here’s what you need to know:
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Investigative Tax Prep: Top Ten Changes to Probe
Tax season 2025 has started with a focus on the increased income levels some taxpayers may report due to proposed changes in capital gains tax laws. But aside from this there are new questions to probe with clients to ensure the family’s tax returns are filed to their very best benefit, given change in their life and financial events as well. Here are top 10 queries to add to your interview checklist:
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CRA Relationship with Business Owners: It’s Now Digital
CRA has put business owners and their representatives on notice that starting in the spring of 2025 their relationship is a digital one. Specifically, CRA will transition to online mail as the default for business correspondence through the My Business Account portal, rather than communicating through the mail. That could mean two things for professional tax advisors: an increase in business from small business owners who want them to the digital relationship for them and second, extra vigilance for communication exchanges for those who Represent a Client.
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Student Loan Forgiveness
Each year Canada writes off millions in unpaid student loans. This is a generally under-reported story but the money we, as Canadians, lend to students and never see again is significant, as explained below. Further, in an effort to ease the burden on students the government eliminated interest on student loans in 2023. Despite the government’s best efforts to make repayment easier, defaults continue. This year, though, the federal government is pivoting to provide some new incentives.
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