Understanding the OAS Clawback
Seniors don’t take kindly to the clawback of their OAS (Old Age Security) especially in these inflationary times, but this can happen, especially if there was an unusual receipt of income during the past calendar year. Here’s what you need to know to explain the consequences for 2025 and 2026:Tax Incentive Plan: Understating Income is Expensive
There are many ways to compute a tax return mathematically correctly.
Tough Letter of the Law
In a recent decision from the Supreme Court of British Columbia, it was held that the former common-law partner of a deceased individual was entitled to the pension benefits of his plan because the deceased never changed the beneficiary designation.
Get Your Pot of Gold From Knowledge Bureau
Contest announcement from Knowledge Bureau
Don’t Hide In Your Shell, Sign Up For DAC Now!
Witnessing the brave migration of baby turtles from the sand in which they are hatched in to the sea they must live in, is an incredible experience – one that influenced the choice of Puerto Vallarta as the site of the 2015 Distinguished Advisor Conference.
June Distinguished Advisor Workshop - Transition Planning: Trusts and Estates
Substantial tax reform has recently changed the rules for post-death planning for high net worth families.
Do Taxpayer Report Gains and Losses on Currency Fluctuations?
According to the Bank of Canada, since October 1950, the record low for the Canadian dollar against the US dollar was recorded on the 21st of January 2002 – just over 13 years ago – when the loonie was worth just .6179.
