Finance Canada Releases Draft Legislation January 29
February 27, 2026 is the last date to comment on a raft of draft legislation released at the end of January covering provisions from the November 4, 2025 Federal budget, the Fall 2024 Economic Statement, amendments from Budget 2021 regarding Hybrid Mismatching Arrangements, technical changes to two investment tax credits, dating back to 2022 and 2023, as well as corporate changes regarding the Global Minimum Tax. The key measures to note appear below:Last chance! Enter the Financial Trivia Contest to Win Free Registration to the DAC
How’s your luck? Give it a try for a chance to win a free registration to the Distinguished Advisor Conference (DAC) in the spectacular wine country of BC.
DAW: Cross Border Tax and Continuity Planning with Business Owners On Tap
The Federal Budget has put an emphasis on positioning Canada for success in the innovation economy of tomorrow. With so many businesses poised to change hands soon, advisors must be thinking about preparing the next generation of leaders for the new economy, despite disruptive trends and significant tax changes. The continuity, and even survival, of these companies could depend on your help.
DAC 2017: Don’t Miss Canada’s Pre-Eminent Educational Event for Top Wealth Advisors
The Distinguished Advisor Conference has established its reputation over the past 14 years as the most comprehensive and strategic educational conference available to tax and financial advisors. Experts and visionaries from all sides of the financial services industry will help you refresh your vision and mission, and execute on the strategic and technical skills required to serve your clients in this time of significant change.
People in the News
Stay up-to-date with the constant changes in the industry: Dean Cockell, MFA™, Manitoba
Life Purpose
“When you reach the end of your rope, tie a knot in it and hang on.” Franklin D. Roosevelt
14 Tax Tips for Spouses and Common-Law Partners
Whether you live in a conjugal relationship is an important tax issue, as it affects many provisions on the return. Failure to report your status properly can, in fact, lead to expensive penalties. So, if your relationship status changed in 2016, consider discussing the following checklist with your advisor. It’s a “baker’s dozen plus one,” chocked full of potential tax filing provisions for couples that can save you time and money, especially on a tax audit:
