Navigating Auto Expense Deduction at Year End: What Clients Need to Know

Doubtless you’ve had clients ask whether they can write off any portion of their vehicle for work or business purposes. And your answer, as always, is: “It depends.” The rules are worth reviewing at year end as they can vary significantly depending on how the client earns their income—employee, self-employed, or incorporated – and this is a deduction that’s often audited. Here’s a practical primer to guide that conversation.

As a financial professional, you may be called upon from time to time to act as an expert witness in a legal case.

Knowledge Bureau is pleased to announce the publication of a new edition of its certificate course  Advising Family Business, with substantive additions and commentary by Jenifer Bartman, CA, CMC. 

Claiming medical expenses can itself be painful: There are so many receipts and tiny numbers involved with making the claim!

Audrey Beck, MFA - Business Service Specialist.

The cat is out of the bag! The federal budget date has been set and the big question is whether the contribution limit for Tax Free Savings Accounts will double to $11,000. 

Seniors, post-secondary grads, and Gramma – all demographics will feel the effects of Liberal Premier Brian Gallant’s Liberal budget, presented  in New Brunswick on Tuesday, March 31.