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:
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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:
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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!
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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.
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SMES: Carbon Tax Rebates on the Way?
July 15 was an important day for carbon-tax weary taxpayers. A Canada Carbon Rebate payment was made to individuals who have filed their 2023 personal tax returns. What about the long-awaited $2.5 billion Carbon Tax Rebate For Small Businesses? The delivery date and amounts to be received remain elusive, but one thing is clear: many businesses will have disqualified themselves by missing the July 15 date for filing 2023 T2 returns. Here’s what you need to know.
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