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STAY UP-TO-DATE WITH BREAKING TAX AND INVESTMENT NEWS.
A thorough analysis of today’s financial news—delivered weekly to your inbox or via social media. As part of Knowledge Bureau’s interactive network, the Report covers current issues on the tax and financial services landscape and provides a wide range of professional benefits, including access to peer-to-peer blogs, opinion polls, online lessons, and vital industry information from Canada’s only multi-disciplinary financial educator.
July 2024 Poll
Starting in July, CRA will provide legal warnings to recover more than $9 billion of overpaid pandemic recovery benefits like CERB. Do you think that is fair?
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:
Provincial Tax News: BC Introduces Anti-Flipping Tax
It’s Provincial Budget Time! First out of the gate on February 22, the BC government introduced a substantive budget which introduces a BC Family Benefit Bonus, increases the Climate Action Tax Credit, extends training tax credits, exempts farmers from participating in provincial agricultural insurance programs and most important, changes the taxation of real estate in the province, and introduces a new Home Flipping for 2025. This is a substantive matter to discuss with clients during tax season 2024. Details follow:
3 Leap Year Budgets: AB, NU and NS
February 29 was the date that compelled three provinces to release their 2024 provincial budgets: Nunavut, Alberta and Nova Scotia. Here are the tax highlights:
