Observing National Truth and Reconciliation Day
In observance of Canada’s National Truth and Reconciliation Day, September 30, Knowledge Bureau will be closed, to allow staff and students to remember and honour Residential School Survivors, their families, and those who never returned home and reflect on their personal participation on the Journey to Reconciliation.Fixing Interpretations: Donors and Tax Strategies
As a financial advisor, a common query you might encounter is how clients can improve their financial position through charitable donations, particularly from sources like RRSPs/RRIFs or investments. While there are tax-efficient strategies to encourage gifting from these sources, the suggestion that a donor can end up in a better financial position after making a gift is inherently flawed. Here’s why:
Federal & Provincial Budget Dates
The federal budget will be tabled on April 16 this year. As at the time of writing the following provinces had released or announced their provincial budget dates. Stay tuned to Knowledge Bureau Report for budget highlights and special reports on significant tax and economic news:
Quebec Provincial Budget: March 12, 2024
It’s important to keep up with breaking tax news and that includes provincial tax changes, to help clients make important lifecycle decisions like whether to start a job or business in another province. Here’s what’s new from the budget in Quebec, brought down March 12, 2024.
Critical Professional Tax Education Launching This Month!
Don’t miss this opportunity to save on critical professional tax education launching this month – pre-publication specials end March 15! Register now and start anytime in the next two months.
DMA ™ Program Orientation & Retirement Income Services Specialist Program Offer
Do you have the skills to provide the process and structure your clients will need to effectively plan for their retirement? Differentiate yourself, attract new clients and increase profits by providing a high value service as a trusted advisor to your clients as a DMA™- Retirement Income Services Specialist.Take ten minutes and check out the Introduction to the DMA™- Retirement Income Services Specialist Program Orientation. Your experience includes an Orientation video, free course and calculator trials, and a special program offer that ends on March 15! Check out the details here:
Upcoming Tax & Investment Milestones: March and April
In this final month of the first quarter of 2024, significant new tax filing milestones arise, but with a twist, because both March 30 and 31 are on a weekend and April 1 is a Monday. For these reasons it’s important for tax and financial specialists to step up the tax filing conversation on critical issues like any potential RRSP excess contributions and everything related to trusts! Here are the significant dates to know for March and April:
