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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?
Your Notice of Assessment: Don’t Misplace It
One document you must remember to keep track of after filing your tax return is your Notice of Assessment or Reassessment from the Canada Revenue Agency (CRA).
RRSPs: Pay Attention to Leap Year & Earn Lucrative Refundable Tax Credits
Many people don’t understand one of the most fundamental reasons to file a tax return: claim lucrative refundable tax credits. It’s especially important for families that qualify for the Canada Child Tax Benefit, which is expected to be enhanced this July.
Tax Strategies: A Key Component in Your Clients’ Wealth Plan
Using comprehensive tax reduction strategies as a leading weapon in sustaining family wealth always makes sense, but never more than this year. In an investment climate in which there is very little certainty, it pays to look for winners we can count on: tax-efficient investments, for example.
Tax Tips: Employed Abroad? Your Tax Refund Could Be Bigger
Taxpayers who performed services outside Canada for more than six consecutive months during 2015, for either a qualifying Canadian employer or a Canadian-owned foreign affiliate, will qualify for a special tax credit.
Your Practice: Empathy is the Currency of Trust
Tax and financial advisors agree: more than ever, empathy is a key ingredient of successful advisor-client relationships. This was borne out in a presentation by Craig Dowden, Ph.D., at the recent Distinguished Advisor Conference. Registration is now available for this annual event, being held in San Diego, November 6 – 9, 2016.
