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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.
December 2024 Poll
Should the $250 Working Canadian Rebate be passed into law to provide tax relief to individuals with working net income under $150,000, who also contribute to the CPP?
Win Trust With New Clients: Help CRA’s Digital Requirements
It’s surprising how difficult and frustrating it can be for taxpayers to navigate their digital relationship with CRA. Figuring out how to make payments to CRA at the local bank without the right remittance forms can be a major obstacle. So can setting up My Account; a requirement to engage you and set up Represent a Client authorizations. Providing assistance with this is an important way to win the trust of a potential new “client for life”, especially when multiple accounts and filing requirements are involved. Consider the following:
No GST/HST Collection Required Psychotherapists and Counselling Therapists
Did you know that as of June 20, 2024, some psychotherapists and counselling therapists practicing are no longer required to collect the GST/HST on their services? Now, their GST/HST accounts may need to be closed. Here is what you need to know:
Introducing Something New! Canada’s Income Tax Fundamentals Course™ Launches August 31
This stand alone certificate course perfect for those with no prior tax or financial services experience and recommended precursor to the full DMA™ Vocational Certificate, Diploma or Designation Program. Build confidence in yourself and your team members: the program takes about 20 hours, learn to prepare 24 case studies on professional tax software. Every newcomer to the tax and financial services will benefit from this education! Pre-register now. Canada’s Income Tax Fundamentals Course™ will be available September 10 and you can take advantage of this pre-sale offer!
Introducing Your Acuity 2024 Master of Ceremonies, Steven Furtado!
The 2024 Acuity Conference for Distinguished Advisors (DAC) is pleased to announce Steven Furtado, CIM™, RWM™, FDFS™, and Young Advisor Award Winner as this year's Master of Ceremonies in Montreal, November 10-12. Join Steven as he kicks off the Thought Leadership Breakfast on Monday, November 11. Register by the September 30 early-bird deadline! Check out what Steven has to say about this year’s conference below, then visit the detailed online agenda, and learn more about this year’s line-up of illustrious speakers!
Mark Your Calendar: Inaugural MFA-P™ Symposium on October 30
The inaugural MFA-P Symposium will be held in Toronto on October 30th, 2024. You’ll experience six dynamic sessions from industry leaders designed specifically to help advisors engage their clients about strategic charitable giving. It’s an opportunity to meet peers and industry leaders who can help you build your business.
