Mark Your Calendar: Critical Deadlines for May and June
Tax season never truly ends, it seems, as there are many more upcoming tax filing, investment planning and education milestones to discuss with your clients over the next six months. Check out our handy checklist below and then test yourself – what are the conversation openers you’ll use and with which clients? It’s your opportunity to shine with every member of the household:First Act to Implement 2017 Budget Now Law
On June 22, 2017, Budget Implementation Act, 2017, No 1 received Royal Assent and is now law.
Real Estate Transactions Under Scrutiny at CRA
The penalties have been huge on the over 21,000 files CRA has audited from April 2015 to March 2017: over 885 penalties totalling $17 Million were applied on close to $330 Million in unreported income, mostly in the Toronto and Vancouver markets.
TFSAs: A Tax-Free Gift from the Government
As we approach July 1 and the Canada 150 celebrations, most Canadians who were due to receive a tax refund for the 2016 tax year would have received the funds by now. Be sure to suggest to your clients that they give themselves a big Canada Day gift by using those funds to top up their TFSA.
Explore Canada, Attend DAC 2017!
In the months leading up to Canada’s sesquicentennial celebrations, Canadians have been encouraged to get out and explore our great country. And DAC 2017 presents the perfect opportunity for you to head west this November!
Life Purpose
“Just because you’re good at what you do doesn’t mean that people are going to want to be on a
team with you.” – Marnie McBean
The “Best Ever” DAW Becomes the Cutting-Edge CE Summits!
This past spring, we were excited to receive some of the best reviews we’ve ever had for our series of Distinguished Advisor Workshops (DAW). As a result of your great feedback and suggestions, we’re shaking up the Distinguished Advisor Workshops to bring you the new CE Summits! Tell us what you think of our new colours and themes!
