Canadian Dental Care Plan Renewal Deadline Approaches
Know Your Client! It’s a daily commitment and requirement, especially in the work that financial advisors do with their clients. It’s imperative that you ask about any significant changes in their lives. Has there been a significant new event: a move to take a new job or go to university, a marriage or divorce, a new birth, a disability or a death? And, in the case of income tested benefits such as the Canadian Dental Care Plan, (CDCP) do they qualify? Did they file their tax return on time to get it? Do you know the deadlines for doing so? Do you know when coverage ends if your client now longer qualifies?Retirement Income Projections Spur Thought
By all accounts, the newest Distinguished Advisor Workshop, “Retirement and Estate Planning”, recently completed in Winnipeg, Calgary, Vancouver and Toronto was a resounding success. “Who knew there was more to retirement planning than just saving money” stated one participant.
The Family Business in Canada: Planning for Succession and Crisis
Family conflict, divorce, illness, premature death of key family members in the business. All these issues represent potential threats to precious family relationships and the business itself.
5 Reasons to Find the Sweet Spots at DAC
Don't miss the opportunity to experience education differently at DAC 2014. Be sure to register by September 30 – you won't regret investing in yourslef and your practice! Here are 5 BIG reasons to find the sweet spots at DAC 2014....
Tax Preparation - A Dream Career (Really!) You Probably Should Consider
Are you happy in your work-life balance? If not, consider the key to your unhappiness: is it your schedule; the relationships you have daily with your co-workers; the commute; or is it the glaring waste of your talents and skills?
Improve Your Life and Your Finances
Today, the words “Wealth Management” are real to more and more boomer families, and a holistic approach to managing investments, retirement, succession and tax affairs is in vogue.
CRA In-Person Visits to Businesses Expand
Approximately 98% of Canadian business are considered to be “small to medium” sized, and CRA is hoping that personal visits with these enterprises can help to cut red tape, errors, and omissions for an overall smoother, penalty-free relationship with the tax man.
