A day after Quebec’s Finance Minister Eric Girard brought down a Budget featuring a $6.3 Billion deficit, Saskatchewan’s Finance Minister Jim Reiter tabled his government’s budget on March 19. Next up was Finance Minister Adrian Salas, who tabled the Manitoba Budget on March 24. The common thread: there’s lots of red ink on the Prairies. But that’s where the budget documents differ between Manitoba and Saskatchewan. Here’s the latest tax news and why it matters to the advice you give your clients.
Gifts made by you or your spouse in the current year or in any of the immediately preceding five years can be claimed on this year’s return so long as those donations have not already been claimed.
You are going to be busy. Now is the time to update your skills and train your staff before tax season begins. Start earning valuable CE/CPD credits today!
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Ensure your clients’ gifts complement their overall wealth management strategy in a tax-effective manner. Enrol in Investment Strategies in Charitable Giving by October 23 and save $200.
Get the information you need with just a few clicks – definitions, tax facts, examples, tips and traps, plus interview checklists and questions to ask your clients – with EverGreen Explanatory Notes.