News Room

CPA Indexation for 2026 Personal Amounts

The Consumer Price Index numbers for September have been released and that number is used to calculate the indexation rate for personal amounts and tax brackets. Although the federal government has yet to announce the new tax figures, we’ve done the math to estimate the numbers. It’s important information for year end tax planning purposes, a subject we will also cover in depth on November 5 at the live virtual CE Summit. Read on to learn more.

CRA Wants a Share of the Sharing Economy

In the recent federal budget, the federal government continued its commitment to supporting and funding innovation to grow Canada’s economy and build a strong middle class. There is evidence all around us that technology is fueling new enterprises all over the globe, in what has become known as “the sharing economy.”

Investors and Executors: T3 Slip Deadline is March 31

With recent changes to the taxation of trusts, more beneficiaries may find themselves reporting trust income personally, when they are in a lower tax bracket than the trust itself. Executors, too, need to be informed about the best planning strategies. For these reasons, tax advisors must prepare themselves to answer questions about trust filing and planning.

Cross Border Taxation: The Trump Factor

Tax and financial advisors need to pay attention to cross-border taxation issues for Canadian clients who have real estate or financial assets in the US, and for US citizens who live in Canada or face the real possibility of legal action for any failure to report to either government. The Distinguished Advisor Workshops (DAW) being held in six cities May 29 to June 6 will cover the most pressing questions advisors have in this area, together with detailed analysis of the March 22, 2017, federal budget.