November 2025 Poll
Do you believe the November 4 Federal Budget addressed the key financial issues your clients need to see from their Finance Department and the CRA?Bare Trust Filings: Are T3s Required for 2024?
Great news! CRA has a Halloween treat for tax accountants and their financial advisors this year: it will not require bare trusts to file a T3 return include Schedule 15 for both the 2023 and in the 2024 tax year. This confirms the position in the draft legislation released over the summertime and previously reported in Knowledge Bureau Report. Here’s the backdrop:
Ending Soon: Immediate Write-Off of Capital Assets Assets (DIEP)
An important tax write off is coming to an end in 2024. The claiming of an immediate write off for Designated Immediate Expensing Properties (DIEP) will come to an end this year. Here are the details:
Charities, Abortions and Reproductive Counselling
New legislation introduced on October 29 will require a registered charity that provides reproductive health services to disclose if, at a minimum, it does not provide the contact information for an abortion services provider and a birth control service provider. The new tax rules will apply 90 days after Royal Assent and information disclosure requirements will apply starting in the 2025 taxation year. Here’s what you need to know:
Meet this Year’s Advisor of the Future – Stefanie Keller, CFP, RWM™, FDFS™
At the Acuity Conference for Distinguished Advisors in Montreal November 10-12, an award will be given to The Advisor of the Future. This is an individual who epitomizes the adoption of a new model to best serve the needs of multi-generation families through their commitment to educational achievement and high standards of conduct. We are so pleased to announce that this year’s Advisor of the Future Award Winner is Stefanie Keller, CFP, RWM™, FDFS™ and CEO of Stellar Wealth and Tax Solutions.
You’re Invited to a Spooky Sale!
We’ve got a spooky Halloween Special Just for You! Be sure to take advantage of this scary great deal by midnight on October 31! This is your opportunity to earn widely recognized specialized credentials as a Distinguished Master Advisor (DMA™), and save $300 when you register in any DMA™ course of your choice.
Thank You to This Year’s Distinguished Sponsors!
Just over a week to go until the 2024 Acuity Conference for Distinguished Advisors in Montreal, November 10 – 12, and we would like to recognize and bring special honour to the distinguished sponsors who have helped to make this year’s conference in Montreal an event to remember! Learn more about each of the organizations partnering with us for Acuity 2024 on our Sponsor page and browse their thought leadership sessions in the detailed agenda.
