Finance Canada Releases Draft Legislation January 29
February 27, 2026 is the last date to comment on a raft of draft legislation released at the end of January covering provisions from the November 4, 2025 Federal budget, the Fall 2024 Economic Statement, amendments from Budget 2021 regarding Hybrid Mismatching Arrangements, technical changes to two investment tax credits, dating back to 2022 and 2023, as well as corporate changes regarding the Global Minimum Tax. The key measures to note appear below:Nine Key Issues for Pre-Retirement Planning
Planning for retirement is an old issue, but now there’s a new take on it: pre-retirement planning. In the past, the focus was on how much pension income was needed to replace actively earned income from employment, to live comfortably until death. But these days retirement is anything but traditional and with employer pensions on the decline, especially defined benefit plans, many other factors must be taken into account when planning for life after work.
Learn How to Build on Untapped Potential in Corporate Investing
In today’s tax and economic climate, multi-generational planning faces new risks and understanding the opportunities in the management of corporate investments is a huge issue. Uncover the latent potential in these resources for investment and retirement planning by joining John Natale, AVP Tax, Retirement & Estate Planning Services, at DAC this November 6 – 9 in San Diego.
Life Purpose
"Perseverance is failing 19 times and succeeding the 20th." Julie Andrews
Retirement Income Planning for Tax and Financial Advisors
Your client, a financial advisor himself, is retiring from his practice and therefore selling non-financial assets, financial assets, real estate assets and a business. Where will the tax be paid and how much will be paid in the hands of the individuals, corporations or trusts involved?
Missed a Medical Expense Claim? May Is Tax Adjustment Month
It’s amazing how many people rush through their tax filing obligations only to find they have missed important claims on their tax returns. One of the most common is medical expenses. Here is our top ten list of common medical treatments you may have missed.
Successful Investing: Buffett’s Simple Approach
“Investing is simple, but it isn’t easy.” I’ve heard Warren Buffett, the world’s undisputed champion of value investing, say words to this effect so often—most recently at a Berkshire Hathaway annual meeting that brought 40,000 of us (me for the 21st time) to Omaha, Nebraska (of all places), on the last Saturday in April of 2016.
