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March 2025 Poll
In your view, has CRA improved its services to clients and tax preparers this year?
Scenario 3: Retired Couple with RRIFs
Brian and Patricia retired a few years ago. Brian is 74 and Patricia is 72. The couple live in Halifax, NS and have RRIF balances of $300,000 and $400,000 respectively.
Scenario 4: Seniors Without TFSAs
Robert and Jackie are contemplating retirement. Robert is 65, earns $55,000 from employment and also receives a $24,000 pension.
Scenario 5: Single Taxpayer – No Children
Glen is single, age 55. He lives alone in a rental apartment in Hamilton, Ontario. His current salary is $55,000. His rent is $1,000/month.
Author Feature: Jenifer Bartman
Knowledge Bureau is pleased to announce the publication of a new edition of its certificate course Advising Family Business, with substantive additions and commentary by Jenifer Bartman, CA, CMC.
Knowledge Bureau Designate Highlight: Audrey Beck
Audrey Beck, MFA - Business Service Specialist.
