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Financial Advisor Blog

CRA changes authorization process to represent clients

CRA changes authorization process to represent clients

CRA changes authorization process to represent clients

Individual client authorization for a representative is now instant By: Jonathan Got July 17, 2025 The Canada Revenue Agency (CRA) has...

Opinion: Clients who act as executors or powers of attorney need training

Opinion: Clients who act as executors or powers of attorney need training

Opinion: Clients who act as executors or powers of attorney need training

The argument for a personal fiduciary certificate program By: Mark O’Farrell and Barb Amsden July 29, 2025 04:12 Most Canadians are good,...

Disability tax credit is underapplied for and underused: CRA report

Only a quarter of Canadians who are likely eligible apply for the DTC By: Jonathan Got March 6, 2025 The disability tax credit (DTC) is...

FEATURED POSTS

CRA changes authorization process to represent clients

CRA changes authorization process to represent clients

CRA changes authorization process to represent clients

Opinion: Clients who act as executors or powers of attorney need training

Opinion: Clients who act as executors or powers of attorney need training

Opinion: Clients who act as executors or powers of attorney need training

RECENT POSTS

CRA changes authorization process to represent clients

CRA changes authorization process to represent clients

CRA changes authorization process to represent clients

Opinion: Clients who act as executors or powers of attorney need training

Opinion: Clients who act as executors or powers of attorney need training

Opinion: Clients who act as executors or powers of attorney need training

Disability tax credit is underapplied for and underused: CRA report

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