Understanding the OAS Clawback
Seniors don’t take kindly to the clawback of their OAS (Old Age Security) especially in these inflationary times, but this can happen, especially if there was an unusual receipt of income during the past calendar year. Here’s what you need to know to explain the consequences for 2025 and 2026:Prepare to Deliver Collective Re-Assurance During Uncertain Times
Learn the skills to develop strategies for accumulation, growth, preservation and transition of sustainable wealth.
DMA-Business Transition Services Specialist Designation
The demand for skilled talent is high among Canadian finance leaders, with a limited supply of skilled talent.
Grads and Designates: Official Transcript Study Term January 1 – March 31
VIP Transcripts coming April 3! Check out your official transcripts in the Graduate Lounge.
Update On Trust Tax Filings
On March 3, 2025 CRA issued an update on the confusing trust filing requirements for tax year 2024. What’s important to know is that when filing of the T3 return, and the T3SCH15 Beneficial Ownership Information of a Trust form is required, the deadline is coming up soon: March 31, 2025.
Provincial Budget Round Up – Some Tax Cuts, But for How Long?
It’s provincial budget time and in this Special Report, Knowledge Bureau Report covers the highlights of five of them released since the beginning of February.
CRA Service Levels: A Challenging Year Ahead
It could be a challenging year for the CRA with all the changes and postponements to the April 16, 2024 federal budget.
