November 2025 Poll
Do you believe the November 4 Federal Budget addressed the key financial issues your clients need to see from their Finance Department and the CRA?Tax Efficient Rip – The Key Is the Marriage of Two Precious Skills
To marry tax and financial planning competencies is a critical key to success for professionals working with Boomers. They are interested not only in how to fund income requirements into their future, but also in continuing to accumulate savings while preserving, growing and transitioning wealth tax efficiently to the next generation.
Retirement, Estate and Cross-Border Planning After the Federal Budget
If you are working as a professional in the tax, bookkeeping or financial services, it is critical to know the upcoming federal budget changes and their effect on personal, corporate and cross border planning in 2017, 2018 and beyond.
People in the News
Bring Your Relations with Customers to a Higher Level - Rick Green, Master Financial Advisor, AB
Life Purpose
"Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort." Franklin D. Roosevelt
Are Legal Fees Paid to Collect Severance Tax Deductible?
Leaving a job can be a painful experience if it’s not your idea. Often legal challenges erupt. That can be costly. . .but can the CRA provide any relief when legal fees skyrocket?
Uber Drivers and Salespeople: Claiming Automobiles is Tricky
What do commissioned sales people and Uber drivers have in common? They each will want to know the difference between an automobile, a passenger vehicle and a motor vehicle, especially if they are keen on claiming all the deductions possible against their income this tax season. Especially when using a car for salaried work, commission sales or self-employment, it pays to file an audit-proof return, as these claims are often audited.
