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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?
Inaugural MFA-P™ Symposium on October 30 | Strategic Charitable Giving
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.
Practice Management | Priorities for Building Your Multi-Disciplinary Firm
Our dynamic panel of experienced, professional business builders and FDFS™ featuring Jim Ruta, Steven Furtado, Carol Willes, Martin Luc Derome will challenge you to re-think the four “Big Rocks” needed to build a practice that regenerates and evolves with change. Four key opportunities will be discussed at the 2024 Conference for Distinguished Advisors this November in Montreal:
Post-Secondary Students’ Education Assistance Confirmed
Is there a prospective teacher, social worker or midwife in the family? An educational seminar about the new tax and student debt assistance available to Canadian families may be a good way to celebrate the busy back to school month of September. Here’s an overview:
When to File a Notice of Objection
Taxpayers may file a Notice of Objection when they disagree with CRA’s assessment or reassessment of their tax returns. That’s the first step in the appeals process. Students at this week’s CE Savvy Summit learned firsthand at a live virtual day of presentations about the changes to the appeals process that can now impact taxpayers in a more significant way. The program is now available for listening and learning online. An overview of important deadlines is discussed below.
How Will Tax Audits of the Future Develop?
How will Tax Audits of the Future Develop? Knowledge Bureau CE Savvy Summit audiences heard fascinating presentations this week on tax changes to know from recent draft legislation, including the dramatic shift in the balance of power in favor of CRA vs the Taxpayer. This is very concerning especially as we learn more about the proposed new Notice of Non-Compliance Rules. It’s not too late to sign up for the Knowledge Bureau’s CE Savvy Summit and Audit Defence Course for access to the complete recorded presentations on these complex provisions and learn how new powers will dominate in the relationship a taxpayer and their accountants have with CRA. . . and what to do about this. Plus, you have an opportunity to earn your Diploma in Advanced Family Tax Compliance!
