Discover a wealth of education, information and resources related to personal tax. Apply filters to easily narrow results for specialty publications, professional development, Pivot Magazine articles, courses, webinars, blogs and more.
May 16, 2023
Budget 2023 announced two sets of tax rules to consider where owners transfer their businesses to family members and employees. Find out how these measures might apply to business succession in 2024 and later years.
Continue to advance your tax knowledge with these resources, including webinars, conferences, courses and publications. Created for CPAs and the broader tax community, our resources will help you stay current on changing tax laws.
March 8, 2023
The Canada Revenue Agency (CRA) has updated so many online services over the past few months, it’s hard to keep up. This blog summarizes key changes that tax practitioners should know about.
February 13, 2023
As T1 season approaches, find out about some important new tax measures and changes to Canada Revenue Agency (CRA) services that can help you better serve your clients.
January 23, 2023
The federal government’s new underused housing tax (UHT) may be aimed primarily at non-residents of Canada, but others may also be caught. Find out more about the UHT and when it applies.
November 21, 2022
The federal government has released new details about a new type of registered savings plan aimed at helping Canadians save for their first home. Find out who qualifies and other key features of these plans.
October 4, 2022
Tax rules announced in Budget 2018 will require more trusts to file returns and all trusts to report more information. Find out what you need to know to prepare your clients for the new regime.
Find out about the line-by-line guide busy tax professionals rely on for clear commentary, quick answers, practical examples and relevant reference materials.
June 21, 2022
As the Canada Revenue Agency (CRA) continues to digitalize its services, practitioners can serve their clients better through new digital service options for T3 trust returns, T1 adjustments and more. Find out about the latest updates.
March 10, 2022
As the government gradually transitions towards a more forward-looking agenda, now is a good time to examine tax legislative processes and consider better practices for managing tax change.