Understanding Strategic Philanthropy Now Easier with MFA-P™ Program
The newest program from CAGP, Knowledge Bureau and Spire Philanthropy, the MFA-P™, Master Financial Advisor – Philanthropy was featured in today’s Globe and Mail, highlighting how its educational content makes understanding strategic philanthropy easier, enabling more in-depth conversations between advisors and clients.
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Despite Gap in Charitable Conversations, Donations are Up
According to Statistics Canada*, total donations on income tax returns increased over 150% in real terms over the past 3 decades. However, despite an increase, only 13% of Canadians reported discussing charitable giving with their advisors, and they would like to have more value-based discussions. Here’s how you can have a more fulsome conversation on charitable giving with your clients:
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Paying Fees for RRSP/TFSA Accounts From Non-Registered Accounts
Back in December 2016, the CRA announced that it considered the payment of fees for registered accounts from non-registered accounts as an “advantage” and would tax accordingly, starting in 2018. They have now changed their minds.
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How Accountants and Bookkeepers Can Help Small Business Owners Reclaim their Sundays
Small businesses are the backbone of the Canadian economy, accounting for *98% of businesses in the country. Accountants and bookkeepers are critical advisors to these small business owners, helping contribute to the company’s success. Managing business finances can be quite stressful for business owners, as handling the books on their own is often intimidating and quite a burden.
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