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CRA’s Callback Service for Tax Pros Pilot

Are you a tax professional with years of experience? Have you ever felt frustrated after calling the CRA, having spent hours on hold, wasting your client’s or employer’s time, only to speak to CRA agents who aren’t qualified to answer your questions? The Auditor General of Canada was equally displeased in a scathing report last fall on wait times and accuracy levels at the CRA. Now a new CRA callback service may come to the rescue this tax season. Here is my experience with the pilot project so far:

A Five-Step Process for Managing Tax-Efficient Wealth

As government budgets close one tax advantage after another, it pays to do some tax planning now as you complete your 2015 tax return. Tax time is a great time to prepare a financial assessment through a sound interview process with your advisors. That’s because it’s a great opportunity to review financial affairs of the family as a whole.

People in the News: Cecil Baldry-White

Cecil Baldry-White, CEO of Alitis Investment Counsel, believes there are six major challenges that wealth advisors face in attaining higher returns and longer term performance for their clients in today’s difficult investment environment, and he believes we must meet these challenges head on.

Insurance Strategies Course Updated and Improved

Small business forms the backbone of the Canadian economy, yet only a minority of businesses successfully pass to new owners. Sophisticated strategies are needed to ensure greater success in the transition of business ownership.

Panama Papers and Tax Systems Discussion

Recent Panama Papers leak started broad discussion on tax systems and the underground economy.

Life Purpose

"Try to be a rainbow in someone's cloud." Maya Angelou

Budget 2016: What Previously Announced Tax Provisions Remain?

If you are confused by the numerous family tax changes over the past couple of years, you are probably not alone.
 
 
 
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