Helping First Nations, Inuit and Metis with Tax Filing
The Canada Revenue Agency is trying to reach out to Canada’s First Nations, Inuit and Metis to encourage them to file their tax forms on time and could use your help to make sure these communities get all the tax benefits they are entitled to. But filing tax returns are not always easy, especially when there is income on and off the reserve.CRA Pushes SimpleFile
CRA is hoping that two million taxpayers will opt to use their new “SimpleFile” services - by phone, by mail or digitally – to have their tax returns filed “automatically by the Canada Revenue Agency (CRA). The goals is to help more vulnerable people receive access to over $3 Billion in tax credits and benefits. Unfortunately, however, using the system is anything but simple. It may in fact be a very stressful and frustrating exercise. However, CRA believes that will improve exponentially. Check out what’s to know about SimpleFile:
Show Me the Money: Motivating Gen Y and Z to Invest
The one thing we must all pay for in advance is our retirement. It’s a consistent message from tax and financial professionals to clients of all ages. Yet, despite all of the advice, millions of Canadians are ill prepared for the years when their ability to earn income, actively, ends. The trick is to start early and put away a little, regularly. That’s why it’s important to engage Gen Y and Z in future planning conversations. How to do it? Show them the Math!
The 2025-26 Advanced Tax Planning and Compliance Summits
Stand Apart! Enrol now for your one stop, year round tax updating solution. Knowledge Bureau’s Live Virtual CE Summits for 2025-2026 start the day after the November 4 federal budget. In a series of four full day events you and your team will have the knowledge, skills and confidence to apply tax preparation and planning expertise to solve tax compliance issues for clients. It’s the pre-eminent tax training choice for Canada’s Tax Preparers and Financial Advisors.
Embrace A Return on Life: September 25 at 11 a.m. CT
Financial professionals and thought leaders are gathering for a compelling Meeting of the Minds session tomorrow: “ROI or ROL: Redefining What Real Wealth Means to You.” This complimentary, one-hour virtual event explores a powerful shift in wealth management — move beyond Return on Investment (ROI) towards Financial Peace of Mind – a Return on Life. It’s about aligning financial strategies with purpose and helping clients achieve true peace of mind.
Acuity 2025: Come away with a Leadership Mindset
The 2025 Acuity Conference is proud to feature keynote speaker Kim G.C. Moody FCPA, FCA, TEP, FDFS™. In his session, “Having a Leadership Mindset”, Kim will share why professionals must think beyond technical expertise to lead with vision, courage, and purpose. See the full agenda and register by the September 30 early-bird deadline on the official conference site!
