News Room

New Tax Changes for Caregivers: Alberta Budget

Alberta Finance Minister Nater Horner delivered his second consecutive deficit budget on February 26. The deficit is large at $9.4 billion, which the government attributes largely to declining oil revenues. The document is called Fiscal Plan 2026-2029 meaning that this is a three-year fiscal pan, rather than the typical one-year projection.

Mark Your Educational Calendar

It’s time to put your professional education plan in place and to map out how you will achieve your CE/CPD credits this fall.

Government Plans for Canadian Retirements: Why Action is Required and How We Can Win

Are the proposed costs of the new CPP increasingly unsustainable? Are they the answer to retirement security for Canadians?

Expand Your Value Proposition to Business Owners

Estate Planning with Life Insurance is an important cornerstone of family wealth planning, but with recent tax changes, a professional update is required for any tax and financial advisor working with high-net-worth families.

Life Purpose

"The function of education is to teach one to think intensively and to think critically. Intelligence plus character - that is the goal of true education." Martin Luther King, Jr.

Average Refund Is $1678 - 84% File Online

Electronic filing is all the rage in Canada, as close to 750,000 more people chose to file their returns electronically in the 2016 tax filing season, for the 2015 T1 returns. One compelling reason: the average tax refund of $1678 hits your bank account sooner when professionals use EFILE or individuals use NETFILE. Close to 10 million people had those cheques electronically deposited.

Switch Funds and Other Changes Fly Under Summer Radar

In case you missed it, Finance Canada released draft legislation for consultation on July 29, the Friday of the August long weekend. Responses must be received by September 27. Of particular interest to investors: the implementation date for new taxation on switches in corporate-class mutual funds appears to be pushed back to January 1, 2017. And there’s much more than that to be aware of.
 
 
 
Knowledge Bureau Poll Question

Do you agree with the government’s plan to introduce the new Canada Groceries Essentials Benefit (CGEB)?

  • Yes
    38 votes
    29.69%
  • No
    90 votes
    70.31%