Tools & Resources

Tools & Resources

Allen, Paquet & Arseneau LLP Tax Letter (December 2023)

Every month, Allen, Paquet & Arsenea LLP adds a tax letter to their website to help with a variety of tax-related questions.

IFRS Knowledge Hub

Preparers' guide to the IFRS Sustainability Disclosure Standards

Updated: 2023 Canadian CPA Profession Compensation Study Results

Results for the 2023 Canadian CPA Profession Compensation study are now available!

New trust reporting requirements for T3 returns filed for tax years ending after December 30, 2023

The rules governing which trusts must file an annual T3 Trust Income Tax and Information Return ("T3 Return") have been changed for trusts with a taxation year ending after December 30, 2023.

CSQM and QMG Cloud – What’s in it for you?

Quality management is the act of overseeing all activities and tasks needed to maintain a desired level of excellence. Read about the new Canadian quality management standards and tools to stay ahead.

CRA responds to questions from CPAs across Canada – 2023

During 2023, CPAs across the country were canvassed to pose the top questions they have for the CRA.

Payday Loans: Know the risks

If you’re in a situation where it has become difficult to pay your bills, you may think of using a payday loan to cover your cash shortfalls. But before you do, make sure you’re aware of the risks and costs – and that you consider other options.

Know your rights when facing financial difficulties

Under Canadian laws and regulations, financial consumers benefit from many protections. They help ensure you have access to basic banking services, such as a bank account, and that you’re treated fairly by financial institutions.

What to do if you’re struggling with debt

Anyone can become financially vulnerable – regardless of income, background or education. If you’re struggling to pay your debts, know that you’re not alone and that there are ways to help reduce some of the stress.

The next wave of trickle-down wealth is upon us

A massive amount of money is beginning to change hands—and cross generations. This transfer of wealth will have a profound impact on both the haves and have-nots.

International Sustainability Standards Board (ISSB): Resources and guidance

Prepare your entity for upcoming Sustainability Disclosure Standards issued by the ISSB with our suite of guidance and resources.

Are you sure you don’t have to apply CAS 600?

Canadian Auditing Standard (CAS) 600 was issued into the CPA Canada Handbook – Assurance in August 2022 and is effective for audits of financial statements for periods beginning on or after December 15, 2023.

Audit & Assurance Alert CAS 600: Revised standard coming into effect

This Audit & Assurance Alert is being issued to raise awareness about the revised Canadian Auditing Standard (CAS) 600, Special Considerations – Audits of Group Financial Statements (Including the Work of Component Auditors).

New and improved CRA digital services for tax practitioners

With so many enhancements in the works for the Canada Revenue Agency’s (CRA) services, it’s hard to keep track. We asked the CRA to share the most important changes that tax practitioners should know about.

New CPA Study Reveals Canadians’ Holiday Spending Soars Despite Economic Snowstorms

'Tis the season for holiday shopping and Canadians are ready to spend, despite high inflation rates.

‘The budget has shone a light on the alternative lending problem’

CPA Canada’s Doretta Thompson explains why predatory lending is so dangerous—and how the latest budget proposals might be a first step toward a solution.

Expert advice on how to build a stronger credit score

Want to improve your credit score? Experts explain what you need to know—and do.

Check the pulse on your financial health

Taking stock of your financial situation and taking early and proactive steps to manage debt is an important part of finding solutions to your financial difficulties.

How to be a financial feminist

CPA Janine Rogan is on a mission to empower women to take control of their personal finances.

Are your business clients ready to report?

Many of your business clients may be holders of unclaimed property. Under New Brunswick’s Unclaimed Property Act, holders of unclaimed property must review their books to search for monetary property that belongs to someone else.

September 30 marks the National Day for Truth and Reconciliation

The day honours the children who never returned home and Survivors of residential schools, as well as their families and communities.

Provincial and federal economic data portal

CPA Canada’s Chief Economist, David-Alexandre Brassard, is providing federal and provincial data for members on the economy, the labour market, debt and inflation, demographic and social components as well as sustainability.

Determining the group auditor’s responsibilities: Implementation guide

Do you have a group audit? Are you auditing group financial statements? Learn to apply the new CAS 600.

Tax rules for family and employee business transfers released for 2024 onwards

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.

CPA Canada study reveals a disconnect between Canadians’ financial awareness and actions

As Canadians grapple with sky-high inflation and rising interest rates, the Chartered Professional Accountants of Canada’s National Debt Dilemma Study takes the pulse of the country to reveal how they’re managing their finances.

Improving public speaking: 7 tips for captivating your audience

From properly packaging your info to making use of non-verbal cues, there are many ways to polish your presentation skills.

New CPA education program reflects Indigenous reality

Designed by CPA Western School of Business, AFOA Alberta, Indigenous CPAs and CPA Canada, the program addresses existing barriers to the accounting profession for Indigenous students.

The business of ending client relationships

Whether it’s for personal, financial, ethical or business reasons, there are times when you need to call it quits with a client. Here are some ways to make the process easier.

The hybrid ONE conference returns!

This fall, The ONE is taking place in beautiful Halifax and online in partnership with CPA New Brunswick, CPA Newfoundland and Labrador, CPA Nova Scotia, CPA Prince Edward Island and CPA Bermuda!

CIMA and CPA Canada sign Memorandum of Understanding

The Chartered Institute of Management Accountants (CIMA) and Chartered Professional Accountants of Canada (CPA Canada) have signed a Memorandum of Understanding agreement in Toronto. The new agreement will become effective on August 1, 2023.