News Room

Helping First Nations, Inuit and Metis with Tax Filing

The Canada Revenue Agency is trying to reach out to Canada’s First Nations, Inuit and Metis to encourage them to file their tax forms on time and could use your help to make sure these communities get all the tax benefits they are entitled to. But filing tax returns are not always easy, especially when there is income on and off the reserve.

Executors: Go Back to Tax School with T2075

Executors take note: CRA has issued an update of Form T2075, Election To Defer Payment Of Income Tax, Under Subsection 159(5) Of The Income Tax Act By A Deceased Taxpayer’s Legal Representative Or Trustee.

RDSP: Take a New Look at RDSP to Help the Disabled

Is there a new disability in the family for someone under the age of 49? Astute tax and financial advisors will want to introduce the RDSP (Registered Disability Savings Plan) as a savings option to shore up support for the future. But, who is eligible and what can be contributed? A primer on this very lucrative plan should be discussed with your clients.

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.
 
 
 
Knowledge Bureau Poll Question

Should the Old Age Security clawback start at a lower net income than the current $93,454?

  • Yes
    7 votes
    14%
  • No
    43 votes
    86%