News Room

Tax Tip: The More Obscure Medical Expenses

Are you claiming all the medical expenses you or your clients might be entitled to? 

Do Your Clients Know How Much “Real Money” They Can Spend?

Help your clients better plan their spending for the “must haves” with the Cash Flow Calculator. Map out discretionary spending and saving money more purposefully in the right accounts for emergencies and future wants like security in retirement or the best education for the kids.

Have You Ever Seen an Armadillo Race?

Join us in the beautiful Texas Hills for the Distinguished Advisor Conference, November 9-12, 2014. Network and learn with top wealth advisors and outstanding speakers. Experience education differently at DAC!

Filing Deadline Extended, Questions Remain

The Canada Revenue Agency (CRA) has announced a May 5 tax filing deadline extension and an arrest has been made in the "Heartbleed Bug" matter.

Canada’s Taste for Wine is Increasing

Canadians have become real red wine connoisseurs, but we still like our home grown beer, too. According to Statistics Canada, alcohol sales throughout the country in 2013 rose 2.2% from 2012, but a change in what Canadians are buying at the liquor store is noticeable.

CRA Error Doesn’t Help Taxpayer on Reassessment

When the Canada Revenue Agency (CRA) errs, can they correct, reassess and require payment even if this is unfair? Apparently yes, based on a recent court case.

Evelyn Jacks: Rest in Peace, Mr. Flaherty

Canada is devastated at the loss of its great Finance Minister, Jim Flaherty, who few would argue was a truly wonderful soul.
 
 
 
Knowledge Bureau Poll Question

Do you believe our tax system needs to be reformed and if so, what would be your first improvement? If not, what do you like about it?

  • Yes
    68 votes
    98.55%
  • No
    1 votes
    1.45%