CPA Indexation for 2026 Personal Amounts

The Consumer Price Index numbers for September have been released and that number is used to calculate the indexation rate for personal amounts and tax brackets.  Although the federal government has yet to announce the new tax figures, we’ve done the math to estimate the numbers.  It’s important information for year end tax planning purposes, a subject we will also cover in depth on November 5 at the live virtual CE Summit.  Read on to learn more.

Knowledge Bureau is pleased to announce another five certificate courses will be published by the end of October to cap an ambitious year of renewal in the content management division.

Especially in a low interest rate environment where it is difficult to beat inflation and tax erosion without incurring market risk volatility, any rollback of the TFSA contribution limit to $5500 from the current $10,000 would affect seniors, as well as young adults trying to save for their futures, too.

As of today millions of taxpayers’ financial information will be shared between US and Canada under FACTA.  Financial advisors, institutions and account holders all face increased reporting and due diligence requirements and, as a result, advisors are reminded to review their clients’ citizenship status to ensure that proper records are in fact available to the reporting financial institution.

In its submission to the Expert Committee, Ontario Ministry of Finance on Financial Advisory and Financial Planning Policy Alternatives, Knowledge Bureau was pleased to provide recommendations on the merits of more tailored regulation to those engaged in financial planning and the giving of financial advice, specifically in the area of continuing professional development.

Is the tax system doing enough to recognize the real and increasing costs of elder care? You may be surprised at the answer as we conclude our analysis of the question this week, reviewing tax credits available to the vulnerable and their supporting individuals.

Tax and financial advisors can take an important role in the financial education of young Canadians. As we approach Financial Literacy Month this November, it’s important to revisit the role of financial educator. It’s a critical piece of family wealth management that prepares heirs for their future financial responsibilities and brings peace of mind to their parents, too.