Help Clients Recover Millions
Are your clients owed money by CRA? As of March 31, 2025, the CRA holds about 10.2 million uncashed cheques totalling $1.7 billion. In your view, why is this happening? We put that question to our readers last months and as usual, their comments were insightful:
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New! CE Master Micro-Credentials: Specialized CE for Experienced Pros
Today’s most successful advisors and tax professionals know that ongoing education is not just about compliance—it’s about leadership, specialization, and delivering better client outcomes. For practitioners who seek to diversify their knowledge across multiple financial disciplines, Knowledge Bureau’s CE Master Micro-Credentials offer a focused, practical path to sharpen expertise and stand out in an increasingly competitive and regulated industry. . .at a special introductory offer for the month of July.
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Household Debt: Larger Than Canada’s Overall GDP
It’s almost the halfway mark in the year 2025! How prepared are Canadians for uncertainty and volatility ahead? StatsCan is reporting that our debt to income ratio worsened in the first quarter of 2025. There is an opportunity for advisors to start year end tax planning early to engage clients in solutions to pay down debt. Online certificate courses leading to the DMA (Distinguished Master Advisor) designation can help shore up knowledge on tax, accounting and budgeting as well as business forecasting and planning gaps this summer. Here’s the backdrop:
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