This Month’s Poll
The automobile deduction limits raised — the CCA ceiling for passenger vehicles to $39,000 plus tax for 2026. In your opinion, is that high enough?Finishing Both Wealthy and Well: It’s the Important Concept This Time of Year
Year end is a great time to reflect on your accomplishments: at work, in your family and in your personal life. For advisors, the power of the storytelling over eggnog and holiday treats can lead to important insights to help clients make the right decisions about their time and money; a key message recently delivered by Todd Hynes, Vice President of Sales at Ivari.
A Great New Way to Earn CE/CPD Credits from Knowledge Bureau
Knowledge Bureau is excited to introduce a new convenient, online learning opportunity: continuing professional education on video – a great new way to earn 6 CE/CPD Credits.
Navigating Cross-Border Tax Issues
The new T1135 Foreign Income Verification Statement was released last week, and it requires attention by clients who hold offshore assets. It will be discussed in detail at the Distinguished Advisor Workshops, being held January 20-25, 2016. However, cross-border issues in general present a significant opportunity for tax and financial advisors.
Now Available: Evelyn Jacks’ Family Tax Essentials
It’s more important than ever for Millennials and their Boomer parents to start discussions about multi-generation tax, retirement and financial planning, and after dinner story-telling over the holidays is a great way to start a new financial journey in 2016. Just how do you build a Wealth Purpose with a Tax Strategy? Evelyn Jacks’ Family Tax Essentials will provide you with some great new ideas!
Holiday Hours At Knowledge Bureau
Note our head office staff will be taking a well-deserved family break from noon December 24, returning bright and early on January 4. We remind you to register for the Distinguished Advisor Workshops by December 31. For personal assistance, call us this week. But you can still register and study online throughout the month.
Household Debt Growth Outpaces Growth in Assets and Income
Perhaps it’s the Christmas spirit. Canadians appear to be putting the warnings to curtail their debt and prepare financially for tougher times on the back burner. This according to Statistics Canada, which just released the disconcerting news that the ratio of household credit market debt to disposable income rose to 163.7% in the third quarter of 2015. That’s up from 162.7% in the second quarter. Credit market debt includes consumer credit, mortgage loans, and non-mortgage loans.
