Record Number of Tax Returns Filed in 2026
It looks like tax season 2026 could be the biggest one we’ve seen in the history of filing in Canada, proving once more that Canadians are extremely tax compliant and that filing a personal tax return is the most important triggers for long term wealth planning in this country. But there is a shortage of qualified people and now is the time to do something about that before tax season 2027.Hybrids For HENRYs: High Earners, Not Rich Yet
The assets controlled by today’s 34-year-olds will quintuple in coming years, but only 17% of adult children have a relationship with their parents’ advisors. Ignoring them may be one of the most significant mistakes today’s advisor may be making.
National Investor Education Award: Dynamic Funds and Knowledge Bureau Share Accolades
Dynamic Funds emerged a winner of the prestigious national Investor Education Award at the Morningstar Awards on November 25, in a star-studded affair at the Royal York in Toronto. The win was especially joyous for Knowledge Bureau, who wrote and produced a certificate course for advisors as part of the winning submission.
Increase the Quarterly Tax Instalment Threshhold: 71% Say Yes
The next quarterly tax instalment deadline is December 15. Surprisingly, almost 30% said no to Knowledge Bureau’s November’s poll question, which asked: “Canadians who have net tax owing of more than $3,000 for 2015 and in either of 2014 or 2013 must make quarterly income tax remittances. Should this threshold be increased?”
DAW AGENDA NOW AVAILABLE: RSVP For Advanced Personal Tax Update By December 31
Mark your calendars for Knowledge Bureau’s annual, comprehensive personal tax update taking place January 20-25, 2016. This day-long certificate workshop will “shake out the cobwebs” for new and returning tax practitioners in tax, bookkeeping and accounting offices and is an excellent resource for financial advisors working with clients on tax-efficient wealth planning strategies during the busy RRSP season.
Is Your Email Safe Enough? Secure File and Message Transfer Critical for Professionals
Your clients may be increasingly concerned that their personal information is secure as you work with them. Are you confident that the information that you and your clients transfer between you is secure? What can you do to ensure it is?
Estimating Tax for 2016
The new tax changes announced by the new Liberal government during their election campaign have been incorporated into Knowledge Bureau's Income Tax Estimator.
