Real Tax News: Listen to Something Thought Provoking!

Looking for something intellectually stimulating to listen to this Canada Day? Ten new episodes of Real Tax News with Evelyn Jacks and Friends is now streaming. Season 2 features special guests and topics that bring tax and economic trends to life to help you and your clients start new conversations about how tax policy affects investments, demographics, business ownership and succession and retirement. Here’s the storyboard for your listening pleasure:

EPISODE 1 – Tax Filing and Retirement Readiness with Evelyn Jacks

It’s complex; tax filing that is. But it’s the ticket to your retirement readiness. From 18 to 78 and beyond.  

Learn how to pay it forward: A strong start in investing is about taking back the power to build your after-tax wealth in retirement! And, if you think the Canada Pension Plan will do it for you. .think again!  

Learn how to do more for your financial peace of mind. There’s lots of fun tax facts in this issue as well! 

Take a listen. Then find out more about Canadian Tax Filing Fundamentals at learn.knowledgebureau.com/startercourse

EPISODE 2 – The Capital Gains Incentive with Kim Moody

Building personal wealth allows people to better manage financial risks, pursue career opportunities and achieve a higher standard of living. Investing to earn capital gains can accelerate the process. Catch the Real Tax News about the capital gains tax incentive that savvy investors are tapping into with Evelyn Jacks and special guest Kim Moody, who will decipher some of the tax jargon and the big benefits. 

EPISODE 3 – Big Bang Tax Reform with Dr. Jack Mintz

Don’t you think it’s time for a major tax reform to remove economically damaging high marginal tax rates on middle and upper income earners? Raise your awareness about the powerful tax policies that could raise your standards of living. 

EPISODE 4 – Tax and the Family Business Time Bomb with Jenifer Bartman

Heading into 2026, there are huge financial concerns for Canadian family small business owners: persistent cost pressures, a shifting political and economic landscape, and the urgent need for leadership transition.

Some would say, in the negative that Canada risks losing control over its economy if the transition of small businesses “the silver tsunami” doesn’t go well. Some would call it a succession crisis with over $2 Trillion in business assets at risk over the next decade.  

EPISODE 5 – Master Your Tax Efficient Retirement With Doug Nelson

The most common question people have when thinking about their retirement is “Will I have enough?” But reframing that question to “How Much is Enough” can help people focus the process of getting to their ideal number and then discover a new chapter that begins with “What is the Purpose of this Wealth? That’s why Mastering Your Retirement early in life is so important. 

EPISODE 6 – Giving To Charity With Tax Benefits - With Michael Flux

Michael Flux is a wealth advisor at Connor, Clark and Lunn Private Capital with 23 years of experience working with clients in helping them make strategic philanthropic decisions. He is a CFA, CFP, and an MFA-P. 

• What are the benefits of philanthropy for you, your clients and the advisors you work with?
• Can anyone be a philanthropist? 
• How do you open your conversation with your clients about philanthropy - with tax or philanthropic giving? 
• What are Donor-Advised Funds and why are they so popular?
• What are other ways to give?
• People who are more intentional about their giving tend to give more, and more frequently. How can giving be better planned and democratized?
• What does success look like in your view?

EPISODE 7 – Wealth Transition Planning with Larry Frostiak

Today we are talking about a very important topic for all families in an aging population – wealth transition planning. It’s more difficult than you may think and older generations – the boomers, the Gen Xers and their adult children – may not be having clear or timely enough discussions. This has personal implications, but also tax implications.

EPISODE 8 – Women And Their Money with Esther Findlay

Women are highly successful business owners and entrepreneurs, often outperforming men in areas like revenue generation and job growth. Women focus on sustainable, long-term growth and high-efficiency teams, even while overcoming significant obstacles in securing venture capital funding.  

Most importantly, as of 2023, women controlled an estimated $60 trillion in assets under management (AUM), and that is equal to about 34 percent of global AUM.  

Yet financial services firms are only now starting to recognize the unique goals and preferences of female investors and that’s the subject of our conversation today. To help us understand these issues we have a very special guest today, my friend, Esther Findlay

EPISODE 9 – Alternative Investment Strategies - With Aaron Dubnicoff

Enter alternative assets—a diverse array of investment opportunities spanning private equity, real estate, cryptocurrencies, renewable energy projects, and collectibles. These assets are increasingly accessible to retail investors now. And we have a special guest that can help us understand alternatives better today Geoff. Today we’ll drill down deeper with my friend Aaron Dubnicoff of Arrow Capital Management Inc. 

Aaron Dubnicoff is the Managing Director of Sales at Arrow Capital Management Inc. where he has been educating investors and their advisors for the last five years on the challenges of navigating a complex global economic environment. He is a graduate of the University of Winnipeg.

EPISODE 10 – Automatic Tax Filing: Good or Not Good? With Gillian Petit

Today we are talking about a new initiative coming soon to taxpayers across Canada from their tax department the Canada Revenue Agency: Automatic Tax Filing.  

This is an initiative that has the potential to substantially alter our self-assessment system of taxation. The plan is for Automatic Tax Filing, to begin in earnest in 2027, if the government’s proposals get Royal Assent, which is expected. The government will then initiate a pilot project in the fall of 2026. 

CRA will have the discretionary authority to fill in and file a tax return for an identified individual. This new system is aimed at getting more government benefits like the Canada Child Benefit or new Groceries and Essentials Benefit out to low or nil income Canadians with simple returns.  

By March of 2029, for the 2028 tax return, it’s anticipated that 5.5 Million returns will be filed for eligible individuals.  

Check out Real Tax News wherever you get your podcasts or at

podcast.knowledgebureaureport.com

Then become a Tax Pro by starting your DMA-Specialist program. There are 5 streams of certificate courses to choose from:

DMA - Personal Income Tax Services Specialist

DMA - Retirement and Estate Planning Specialist

DMA - Corporate Tax Services Specialist

DMA - Accounting Services Specialist

DMA - Small Business Services Specialist