This Month’s Poll
Do you agree with the government’s plan to introduce the new Canada Groceries Essentials Benefit (CGEB)?New Gift Planning Designation for Advisors Now Available
The Canadian Association of Gift Planners (CAGP), Knowledge Bureau and Spire Philanthropy are pleased to announce that all three online courses in the MFA-P™ - Philanthropy designation program are now available. The program has been developed over the past year by some of the most experienced leaders in charitable giving. Graduates with these specialized credentials in strategic philanthropy, will be well equipped to pursue new opportunities to build trust by better understanding their clients’ values and critical personal causes.
Year-End Tax Filing Deadlines: Help Your Clients Minimize Tax
There are some important reasons to talk to your clients over the next 10 days, from a tax point of view. Advisors who want to enhance their value propositions will want to discuss the 16 tax compliance and planning milestones that may impact their finances now until the end of the year.
Mark Your Calendar: Early Registration Deadlines for your CE/CPD
September marks the start of a new school year. Please be sure you mark your educational calendar for continuing professional development and staff training needs this fall. For your clients, consider the tax filing milestones described above.
Standards of Conduct and Proficiency Requirements
If you are new to Knowledge Bureau, it may be important for you to understand the Standards of Conduct and Proficiencies we have for our esteemed designates who are professionals in their fields.
Wealth Preservation Strategies: Time to Shore up Knowledge on Inflation and Taxes
Inflation rose in June and again in July to reach the Bank of Canada’s 2% target inflation rate for the second time in the second consecutive quarter. Why is that important? This article explores the effect of inflation and taxes on prices and asset values, as well as why savers and their team of advisors from the tax and financial services need to pay attention at a time when recession fears are rising.
The DTC: When Someone in the Family is Very Sick
When someone in the family is very sick – and markedly restricted in their daily living activities — the tax system can help with some financial relief to pay for the costs of care. One of the most lucrative of the various tax provisions is the Disability Tax Credit (DTC). In fact, it can amount to over $2,000 a year in some cases. But, claiming it is subject to significant scrutiny by the CRA, so it’s worth a trip to see a DFA-Tax Services Specialist™ for help. Here’s what you need to know:
