Mark Your Calendar: Critical Deadlines for May and June
Tax season never truly ends, it seems, as there are many more upcoming tax filing, investment planning and education milestones to discuss with your clients over the next six months. Check out our handy checklist below and then test yourself – what are the conversation openers you’ll use and with which clients? It’s your opportunity to shine with every member of the household:OAS Application Deadline: A Critical February Date Tax Professionals Shouldn’t Miss
As you enter the busiest time of year as tax professionals, there are several deadlines apart from April 30 that you will want to discuss with your clients. Among them is the earliest application date for Old Age Security (OAS).
Should the Canada Employment Credit Reflect the True Cost of Going to Work?
With the rising cost of transportation, meals, clothing, and other work-related expenses, many Canadians are questioning whether the Canada Employment Credit, set at $1,501 for 2026, still reflects the real cost of earning employment income. Tax professionals, employers, and taxpayers continue to debate whether the credit should be increased, restructured, or replaced altogether. When our poll asked if the Canada Employment Credit should be increased, 87% said yes. Below are perspectives shared by tax and financial professionals across the country.
Achieving a Health Balance: Business Planning Matters
How maxed out is your time going to be in early 2026? Most business owners struggle with this – too much to do, too little time. To prioritize consider: are you spending more time working on the creation of income or the creation of wealth? They are conjoined for sure, but by executing on financial priorities that are critical in all the important spheres in your life –in a healthy balance – you will likely achieve more of both.
A Challenge for New Clients: How to Choose a Trusted Advisor
If you’re in business for yourself, you have a unique opportunity to build wealth in an asset class that others don’t have: equity in a business enterprise that some day may be sold for millions of dollars. In addition, that business can spin off income for family members that can provide significant tax advantages, done well. Understanding how to realize on this asset requires the help of a trusted financial advisory team. Who should be on that team and how do you find them? This is a challenge your next new business clients may wrestle with. Here are some tips on how you can open discussions to help them:
Your AG Clients are Special
It’s one little line on the T1 tax return, and it’s important: Line 14099, followed by 14100. If you can unlock what is behind these boxes, you can become a reliable partner for a very special profile of taxpayers in a stable business in the midst of succession planning. The lines refer to farming income and specialists in this area of tax preparation are in high demand.
Announcing the Acuity 2026 Conference Venue – November 22 to 24
THE BEAUTIFUL, LUXURY HOTEL GRAND PACIFIC IN VICTORIA, BC. We are pleased to announce the location of the 2026 Acuity Conference for Distinguished Advisors (DAC), November 22 to 24 in pristine Victoria, BC. Delegates will enjoy preferred room rates at the beautiful luxury Hotel Grand Pacific! Check out this spectacular venue and the instructions for reserving your rooms, below. First come, first served – we highly recommend you register as soon as possible for both the Conference and to reserve your rooms. We can help you. There are also some great seat sales on now!
