News Room

This Month’s Poll

Should the Old Age Security clawback start at a lower net income than the current $93,454?   

Where Is My Refund and Who Does CRA Share it With?

Taxpayers and their advisors may consider this question more frequently as CRA pushes for more electronic communications, such as the provision of email addresses on this year’s tax return.  

It’s the male seahorses that have the babies….

Find out about this and more at the 2015 Distinguished Advisor Conference (DAC).

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.

Knowledge Bureau Designate Highlight: Jimmy Yee

Jimmy Yee of Burnaby, BC recently completed the Knowledge Bureau’s Elements of Real Wealth Management course and he believes the knowledge he gained will help close the gaps in understanding who he is as a financial advisor.

BC Tables Balanced Budget

Notable in the BC 2015-2016 budget was the lack of any provision to extend the temporary high-income tax bracket: 16.8% on income in excess of $151,050.  This bracket is scheduled to be eliminated after 2015.

Family Tax Cut – Don’t Waste Credits

The Family Tax Cut can change the way we think about which spouse should make the RRSP contribution. 
 
 
 
Knowledge Bureau Poll Question

Should the Old Age Security clawback start at a lower net income than the current $93,454?

  • Yes
    2 votes
    10.53%
  • No
    17 votes
    89.47%