Record Number of Tax Returns Filed in 2026
It looks like tax season 2026 could be the biggest one we’ve seen in the history of filing in Canada, proving once more that Canadians are extremely tax compliant and that filing a personal tax return is the most important triggers for long term wealth planning in this country. But there is a shortage of qualified people and now is the time to do something about that before tax season 2027.Canada 150: Financial Advice at the Crossroads of Change
After the highly acclaimed DAC 2016 in San Diego, the location of the 14th Distinguished Advisor Conference (DAC) was announced. Following tradition, advisors will be visiting a retirement haven that their clients frequent; this time in beautiful Kelowna, B.C., November 5-8, 2017.
Cross-Border Taxation Issues after Election in U.S.
With the U.S. election results and the subsequent crash of the Canadian immigration site, now is likely a great time to brush up on the rules for cross-border taxation and for U.S citizens living in Canada. Knowledge Bureau covers the subject in its online Cross Border Taxation Course and will also devote a half day to the subject in the May edition of the Distinguished Advisor Workshops.
Life Purpose
"I always like to look on the optimistic side of life, but I am realistic enough to know that life is a complex matter." Walt Disney
After Trump Win: An Opportunity for Advisors to Lead
The Trump win in the US provides an opportunity for professional financial advisors and their clients to come together and review strategies for meeting financial goals in anticipation of global change. Having a great Plan “A” for financial decision-making is critical anytime; but in times of great change a smart and insightful Plan “B” can make all the difference in getting the right long term results.
Three Must-Do Year End Tax Tips
Are you managing your assets with tax efficiency? This year make sure both you and your spouse review your personal net worth statements to ensure your tax advantages are taken advantage of. Here are three tips to consider.
Donations of Flow-Through Shares
This is the time of year that high net worth clients are looking for one more tax saving opportunity before year end. Donations of flow-through shares, commonly available from corporations in the oil & gas, mining and renewable energy sectors, will still be allowed. However, many tax and financial advisors will want to brush up on their knowledge of the subject first.
