CRA’s Callback Service for Tax Pros Pilot
Are you a tax professional with years of experience? Have you ever felt frustrated after calling the CRA, having spent hours on hold, wasting your client’s or employer’s time, only to speak to CRA agents who aren’t qualified to answer your questions? The Auditor General of Canada was equally displeased in a scathing report last fall on wait times and accuracy levels at the CRA. Now a new CRA callback service may come to the rescue this tax season. Here is my experience with the pilot project so far:Real Wealth Management: The key to sustaining family wealth
The Boomers are the wealthiest generation in Canada’s history. And as such, they have complex financial problems that require the expertise of a highly skilled financial advisor.
Financial Trivia Contest: Another chance to win a free registration to DAC!
Try our trivia question and get in on a chance to win a free registration to the Distinguished Advisor Conference (DAC) in the spectacular wine country of BC. Meet Canada’s top advisors and reflect with them on this year’s theme, Canada 150: Financial Advice at the Crossroads of Change.
People in the News
Increase your knowledge and value proposition with DFA - Tax Services Specialist™ designation—Chad Kruger, Alberta
Little-Known Tax Relief for Student Loans
Student loan indebtedness is a burden that often haunts graduates for many years after they have completed their post-secondary education. According to a Statistics Canada report from 2012, the average university student’s debt is $21,700. Fortunately, there is some relief on the tax return.
2017 Provincial Budget Roundup: Part 2
This is the second in the Provincial Budget Roundup series. This week, we present a brief summary of the tax provisions from the western and prairie provinces:
Should You Take Your CPP Early or Late?
Are you thinking about retiring soon? One important consideration in this process is whether you should start your Canada Pension Plan benefits early or late. Now that tax season is over for most people (proprietors have until June 15 to file their returns), this is a question tax specialists and their pre-retiring clients should be discussing sooner rather than later. In fact, anticipating the after-tax consequences of this decision can help spur on broader retirement planning activities.
