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Transitioning Our Economy Forward: Investing for Impact
We might be distracted by the political, tax and economic shocks dominating the daily news. But from an investment point of view, advisors may be missing something important. The very definition of “wealth maximization” as we have commonly known it, is not resonating there is a reason why: “business as usual” has eroded value and requires a shake up to build the economy we need in the future. The answer, for some, is “impact investing”, and there has never been a better time to consider this.
Happy Landings: The Theme of DAC 2025
Where are the Happy Landings in this new Era of Risk and Reward? That will be the focus of the 2025 Acuity Conference for Distinguished Advisors November 23-26 in Puerto Vallarta, Mexico. It may in fact, be the most important conference you attend this year. Canada’s only multi-disciplinary gathering, appropriately in Mexico, will bring thought leaders together to ponder our New Era of Risk and Reward.
Let’s Keep it Real: Finding Financial Peace of Mind in Volatile Times
The news can be jarring for your clients. In these volatile times, tax accounting and financial advisors do important work, together. A special shout-out goes out today to our highly educated, skilled and experienced certificate and designation holders working hard to help their clients make sense of events that trigger financial decision-making, especially to the RWMs™. Here’s why.
Ineligible Medical Expense Claims & Some Eligible Claims
While taxpayers can claim a variety of medical expenses, there are certain costs related to health that are not eligible for claims. The Canada Revenue Agency (CRA) outlines these exceptions in their Medical Expense Guide RC4065. The list includes:
Plan Right: Reduce Your Tax Refund
Employers are required by law to deduct taxes from your pay and remit them on your behalf. That means the first dollars you earn every day go to the federal and provincial governments. Worse, the tax tables employers must use are skewed against you too. Consider how sizable the average tax refund in Canada is: about $2,200 or approximately $184 a month. That’s money you could be putting to use for your own financial future, rather than waiting until four or five months after the end of the year for it.
