This Month’s Poll
According to CRA, Canadians experienced improved service delivery and responsiveness from the CRA this tax season. Do you agree?New Retirement Planning Course Is On the Cutting Edge
It takes specialized skills to marry tax and financial planning competencies to help clients adequately fund tax-efficient income requirements. Now tax and financial advisors can certify to specialize and provide this new value-added service with the newly revised Tax-Efficient Retirement Income Planning Course.
Distinguished Advisor Workshops Coming Soon Across Canada
Are you aware of all of the latest changes announced as recently as this month that will affect tax-efficient wealth planning for your clients?
Life Purpose
"I’m not afraid of storms, for I’m learning how to sail my ship." Louisa May Alcott
Tax Tips: Separation and Divorce Have Tax Consequences
Statistically, over 40% of marriages will end up in divorce, however, there are likely many more not tracked by Statistics Canada. This is a costly life event.
Finance Minister Launches 2017 Budget Consultations
It’s that time of year: Finance Canada is doing pre-budget consultations and wants you to weigh in on what you’d like to see in the 2017 federal budget. The department has launched a savvy new consultation site with new multi-media opportunities to contribute your best thoughts.
Increase Investment Returns with Year-End Tax Planning
It’s too bad so many people miss out on year-end tax planning for the family. Tax planning is about what you keep: what’s left of your income and capital after taxes are paid. Now is a great time for advisors and clients to review what can be done to lessen this year’s tax load.
