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:People in the News
Dong Wook (Andrew) Choi, DFA-Tax Services Specialist and MFA-Business Services Specialist knows why improving your professional education is so important this summer:
Taxes on Rich Can be Unfair for Everyone
In answer to the question posed in Knowledge Bureau’s May opinion poll, professional financial advisors from across Canada agreed by an overwhelming majority—78% to 22%—that top marginal tax rates close to, or over, 50% are not fair.
Education on Pre-Retirement Planning is Critical for Millennials
Despite recent reports that Millennials are worried about facing tougher financial times in their retirement, a little information can go a long way for this well-educated generation.
What Tax Relief Replaces the Children’s Fitness and Arts Credits?
Two federal family tax credits have disappeared in 2017: the Children’s Fitness Tax Credit and the Children’s Arts Amount. Is there anything families can do to shore up tax savings in light of this unfortunate news?
Coming Soon! Meet the Tax Filing Deadline for Proprietors
Midnight June 15 is the tax filing deadline for unincorporated business owners and their spouses, and the official end of tax season for those weary folks in the tax preparation industry! Don’t let this important deadline get lost in your pre-summer planning.
Life Purpose
“Believe those who are seeking the truth. Doubt those who find it.” —André Gide
