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This Week’s Edition of KBR:

March 2025 Poll

In your view, has CRA improved its services to clients and tax preparers this year?
Yes: 1 votes
1.92%
No: 51 votes
98.08%
 

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Life Purpose

"Most people spend more time planning their summer vacation than planning their lives." —Author Unknown

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Helping Your Clients with a Mid-Year Financial Review

Now that the rush of tax season is over, how did your clients do? Were they faced with a big tax bill or did they receive a refund? Perhaps they feel as if they’ve had a less than stellar fiscal year, but they shouldn’t feel discouraged. As you know, mid-year is a great time to review financial goals and to make necessary changes now to ensure a better outcome next year. 

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DAC 2017: In This Age of Disruption, Our Speakers Will Keep You Current

This year’s Distinguished Advisor Conference marks the fourteenth year of DAC. It’s become a great tradition in the world of financial education, and there has never been a better time than now to attend. At this year’s conference in Kelowna, B.C., our speakers will be presenting information and solutions that are relevant to today’s issues. 

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Special bookkeeping considerations: When divorce touches a family-owned business

Here’s a true-to-life case study: Let’s suppose that you, as a bookkeeping services professional, have a client named George, who is the owner-manager of a family-run restaurant. Working with George is his wife, brother, sister-in-law, a couple cousins and his teenaged daughter. While the business is going well, his marriage isn’t. 

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People in the News

Grant McPhail, CLU, CHFC, GBA: Wealth Advisor and proud grandpa

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